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Data Management Lead
JPMorgan Chase, Mumbai, Any
The Chief Administrative Office (CAO) Chief Data & Analytics Office (CDAO) is responsible for the overall data strategy, analytics, reporting, and governance across the firm's CAO functions. This function supports groups such as Global Supplier Services, Global Security, Global Real Estate, Amenity Services, Document & Business Solutions, and CAO Strategic Initiatives. Our team's mission is to help our organization manage its data assets and find the best solutions to surface insights from our data in an effort to drive business goals & initiatives, enhance analytics, and streamline reporting. In doing so, we look for improvements ranging from establishing quality data repositories to designing cutting edge analytic insights utilizing the latest data visualization and machine learning tools.The CAO - Data Governance Team is responsible for providing the resources, tools and support necessary to monitor, manage and prevent data risks across a global landscape, lead strategic and innovative data related projects that deliver business value, and foster a culture of data ownership throughout JPMC's Chief Administrative Office.As a Data Quality VP within the team, you will be expected to play a lead role in defining and executing on a CAO data quality strategy, roadmap and prioritization framework, which optimizes people, processes and technology to improve our overall data quality program maturity level and provide for a portfolio view into the health of our data . The ideal candidate should be self-driven and results-oriented with experience implementing large data quality and/or data governance programs and handling multiple, complex projects and priorities. Key Responsibilities Partner with CAO CDAO leadership team and senior stakeholders to support the expanding book of work for the CAO Data Governance program Define and maintain a data quality operating model, standards, rules, requirements, and processes that support CAO in ensuring our prioritized data is fit for purpose Partner with our stakeholders, business partners and technology teams to ensure successful rollout, implementation and adoption of Firmwide and/or CAO CDO defined, data quality standards and best practices Lead, maintain and improve upon CAO's existing data quality issue management program including communications and training for key process stakeholders Ensure alignment to evolving Firmwide CDAO Data Quality policies, standards, and best practices and incorporate requirements into the CAO CDAO data governance framework, augmenting as needed, for CAO business priorities Maintain alignment with the Firm's risk and controls framework, evaluating quality of data in support of critical business processes and compliance with global laws, rules, and regulatory requirements Establish communications and knowledge-sharing mechanisms, that support data stewardship and advance data literacy across the organization Partner with Technology to modernize CAO's data platform (CAO Data Lake) and lead development and implementation of a CAO Data Lake Playbook, defining our approach to data product lifecycle management, data risk management, data discoverability, data glossaries, data lineage, and data quality, etc. Ensure existing and emerging technologies/tools align with CDO data governance, data quality and/or CAO business requirements Develop and present data quality reporting/metrics/analysis to support CAO Data Governance Council meetings and priorities Qualifications Knowledge/Experience 13+ years of financial services industry experience in data governance, business controls, data/risk management or technology controls preferred 3+ years of hands-on experience in Data Quality space, must have implemented Data Quality frameworks & overall issue management around data quality Deep knowledge and experience of data quality capabilities - profiling, rules development, validation, outlier detection, monitoring, alerting & notification, stewardship workflow for data remediation, etc. Understand data ownership capability for applying quality control field to assessing, managing, using, improving, monitoring, maintaining, and protecting organizational information Experience working on Cloud based Big data implementation platforms and projects (i.e. Data Lake). Strong understating of data quality, data catalog, governance, ETL, data management, and related topics Knowledge of control and risk management concepts with the ability to evaluate controls, create procedure and process flows in conjunction with business and control partners Knowledge around data modelling, data lineage and data architecture concepts Experience leading projects or processes across multiple teams/constituents Advanced analytic and problem-solving skills, including business process and root cause analysis, solution identification Creation of unique solutions with lens of automation, process and controls Tools/Methodologies Experience in data management tools (Atlan, Soda, Anamolo, Informatica) Agile/Scrum experience and associated tools (Confluence, Jira, Kanban) Microsoft desktop productivity tools (Excel, PowerPoint, Visio, Word, SharePoint, Teams) Lean/Six Sigma experience preferred Experience in business intelligence tools (Qlikview, Tableau) a plus Interpersonal Skills Strong communication skills (both written and verbal). Ability to communicate business and technical concepts to both expert and novice audiences, and to all levels of the organization Detail-oriented and ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure Self-starter and independent worker with organization skills for complex projects Ability to influence executives or responsible parties in a working project team Drive communications, stakeholder engagement and resolution of complex issues Collaborative mindset and team player across diverse functions, locations and businesses Ability to adapt to fast paced and changing environment in a highly regulated industry About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.Salary: . Date posted: 04/04/2024 10:29 PM
Business Analyst - Access management - Associate
JPMorgan Chase, Mumbai, Any
You are a strategic thinker passionate about driving solutions in "Business Analysis. You have found the right teamAs a Business Analyst in our " Access Management Group" , you will spend each day defining, refining and delivering set goals for our firmAs a Business Ops Analyst you will be responsible for leading a team of Production Analysts, delivering quality customer service to internal customers as the primary contact for processing user access requests, leveraging multiple tools and systems for execution. You will serve as a liaison to resolve access issues and will be responsible for complying with access control policies and standards.Job Responsibilities: Deliver quality customer service to internal customers as the primary contact for processing user access requests, leveraging multiple tools and systems for execution including the following: Lead a team of Production Analysts and provide coaching and development along with supporting strategic tool enhancements and decommissions. Execute strategic direction to improve the CCB access management delivery Serve as a liaison to the business and will be responsible for complying with access control policies and standards Collaborate and influence peer groups to manage risk and controls for the AMG production space Enhance processes and systems geared towards customer satisfaction, service levels etc. Establish scorecard metrics to evaluate the health and quality of assigned processes and overall team performanceRequired qualifications, capabilities and skills Bachelor's degree or equivalent experience with minimum 7 years of experience Leadership skills managing and developing a global team Strong understanding of business function access needs/controls, strategy and technology across the firm Demonstrated advanced troubleshooting and problem solving skills with a customer service focus Experience leading medium to large-scale initiatives and projects Demonstrated ability to influence people at a variety of levels, including executives both internally and externally Provides effective production support including accurate problem identification, ticket documentation, and customer dialogue Proactively identifies potential issues and implements preventative solutions to avoid impact Owns client issues ensuring appropriate parties are engaged for timely resolution Uses organizational, time management, and office automation skills to facilitate efficient job functionality Strong skills in MS Excel, Access, and PowerPointAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.Salary: . Date posted: 04/05/2024 10:26 PM
Asset Management - US Client Onboarding Management - Associate
JPMorgan Chase, Mumbai, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Associate in Client Services team, you will engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls and develop reporting to improve our service to both internal and external Clients.Job Responsibilities Work as an individual contributor for various funds and client mandates to create operational readiness Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review. Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion. Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks. Provide effective communication and regular status reporting to key stakeholders. Proactively identify risk and control issues to prevent and mitigate risks. Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work. Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.Required qualifications, capabilities and skills Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with at least 7 years of experience Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end. Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively. Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/11/2024 10:22 PM
Asset Management - LUX Oversight Contract Specialist - Analyst
JPMorgan Chase, Mumbai, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist. As an Analyst in Client Services team, you will act as a central point of contact for Client Services/Sales Support Teams globally regarding client facing legal agreements contracting with JPM Job Responsibilities Act as a central point of contact for all CS/Sales Support Teams globally (Funds & Institutional & Liquidity) regarding intermediary and institutional legal agreements Act as interface between Sales Offices, Legal and the AML Team to ensure the best client experience during the on-boarding process and the client life cycle. Coordinate internal feedback and approval process e.g., Compliance, Legal, GFCC, GFCL and Tax Own Intelligent Contract Management (Legal Agreements Database) and managing a regular Legal Agreement Review cycle Develop expertise & training delivery on Intelligent Contract Management Manage stakeholder for initiatives concerning legal documentation, i.e., C-Doc project (harmonization of documentation and clauses) and the building of a Clause Library in partnership with EMEA Legal Act as a central point of contact for Ownership for and maintenance of legal/contractual templates Required qualifications, capabilities and skills A legal graduate or graduation in finance with considerable experience in review and abstraction of contracts with asset management or financial services organizations. In addition, the candidate should have the following experience: Excellent English communication and writing skills Experience in the financial services industry preferably with experience in review and processing legal agreements with counterparties in relevant systems Strong ability to analyze information and understanding of the main aspects of contract law and contract negotiation Ability to demonstrate ownership, work independently and multi-task in a fast-paced environment. Business knowledge of the investment funds industry Communication/presentation - excellent written and verbal communication skills with an ability to influence stakeholders in a meaningful and actionable manner Preferred qualifications, capabilities and skills Strong educational credentials Legal background and exposure to banking domain / experience preferredAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/11/2024 10:20 PM
Associate Data Management - Salesforce
JPMorgan Chase, Mumbai, Any
You are a strategic thinker passionate about driving solutions in "Customer Relationship Management". You have found the right teamAs "Customer Relationship Management professional " within our " Data Management Team" , you will spend each day defining, refining and delivering set goals for our firmYou will be working with a global team responsible to support our users of Salesforce based platform. With your knowledge of Data Management, Business Intelligence, analytical and technical skills, you will be able to implement Data Quality & Data Governance strategies that will improve & maintain the quality of our data & benefit the Asset Management business.Job Responsibilities Provide ongoing business support to the users of Asset Management Customer Relationship Management platform and undertake business process engineering initiatives - Apply critical thinking to troubleshoot issues, proactively identify and develop new ideas / innovations that will add value to the business and team Be the primary point of contact for sales users, business managers, etc. to execute user requests in line with expectations and provide clear, well-reasoned inputs and thoughtful solutions/ recommendations to stakeholders Initiate forums as required and actively participate in meetings with stakeholders e.g. Client Service, Sales, Technology, etc. by providing meaningful insights, driving decisions and clear next steps Oversee conceptual, logical and physical data models that conform to standards and conventions to create and enforce policies with regards to data acquisition, rationalization, maintenance and modifications for internal and external data sources Establish and communicate Master Data Management best practices including people, processes, and technology. Plan, exercise oversight, and control over management and use of data and data-related sources/applications (like CRM system, Salesforce and other client data applications) Engage and drive new product development or continuous product improvement. Lead engagement with global stakeholders and proactively initiate collaboration with local and global partners Ability to interpret system / business requirements and prepare specification and design document and execute ongoing release management to continuously enhance the solution; act as a link between the business stakeholders and Technology / vendor during the design, build, test and implementation phasesRequired qualifications, capabilities and skills Experience working with an industry recognized Customer Relationship Management platform- Salesforce.com Relevant industry experience and knowledge of sales process, MBA (Finance)/Engineering i. Strong academic background with established analytical, programming and technical skills (Certifications in Customer Relationship Management , Data Management & Business Intelligence domain ) Experience with databases and data analysis software - proficiency with SQL/Python/BO/Alteryx Preferred qualifications, capabilities and skills Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, and/or Separate Accounts) preferable Ability to delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions Strong project management/coordination skills Ability to analyze large data sets, summarize findings and recommend feasible solutions and explain complex ideas and methods to business partners is essentialAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/12/2024 10:24 PM
Cash Asset Management - Vice President
JPMorgan Chase, Mumbai, Any
Global Cash Asset Management Vision Cash Asset Management are a firmwide utility that provides End- to-End Cash Management that enables treasury to effectively manage the firm's balance sheet. The global team delivers operational and strategic support to Treasury CIO. Including cash position projections, predictions, and post cash movement analysis on managed accounts. Automation and enhancement of the cash movement processes and remediation of the existing cash Nostro landscape, to improve account data quality, strengthen controls and address lost revenues, increased costs, and operational inefficiencies. Job responsibilities The Cash Asset Operational Lead will work with the Cash Asset Management Leadership Team and Service Owners, to achieve all associated organisational and workforce aligned objectives. in support of our key values, ensuring the right cash, is in the right place, at the right time, with maximum transparency. Lead the Operations Teams in offshore locations to meet expectations of all CAM service beneficiaries, in particular for client experience, risk and controls, resiliency, process improvements and standardisation of service offering Identify, monitor and manage through metrics that matter Provide accurate , appropriate and timely progress reporting, highlighting risks and issues Allocation and prioritisation of resources to ensure all services are equipped to meet the standards expected from our internal clients To set a diverse, inclusive, positive and sustainable culture Identify, assess, manage and report the performance of operational individuals Meet all financial objectives Visualisation of data to drive decision making, prioritisation and continuous improvement Build strong relationships with key partners (Settlement Operations, Finance Controllers, Product Controllers, Cash Asset Class Controllers) Participate in location initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes and working practices Involvement and ownership of key global strategic initiatives Required qualification, skills and capabilities: Experience in Cash Management, Treasury, Finance or Accounting Experience of Business Intelligence capability such as Tableau/Alteryx/Qlikview etc. Leadership, development and performance management of a team, as part of a broader global organisation Takes responsibility and ownership for issues and follows through to resolution with timely and relevant communications Promotes an inclusive work environment, respects individuals at every level and leverages an agile and flexible style Excellent prioritisation, planning, organisational and time management skills, with the ability to handle multiple priorities and to act with own initiative Strong interpersonal skills, confident in both verbal and written communication at all levels, Influencing action and change Demonstrated communication and diplomacy skills to work cross-organizationally at all levels to influence others, drive results/change and implement projects/processes Analytical mindset with ability to perform meaningful analysis, understand and explain underlying drivers (i.e., tell the story behind the numbers) Strong data centric and problem-solving mindset Change management - challenge the status quo and be disciplined in implementing project plans Desire to receive feedback and continuously improve, demonstrating a growth mindset About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 04/17/2024 10:30 PM
Asset Management - Request for Proposal - Analyst
JPMorgan Chase, Mumbai, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As a Requests for Proposal Writer in Client Services team, you will act as a key engagement point with global teams. You will be responsible for creating documents which articulate JPMAM's unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Investment Specialists, Client Advisors etc., in the creation, review and maintenance of client documents.Job Responsibilities Write Proposal - Complete RFPs and RFIs for Institutional and Wholesale clients/prospects to support the Alternatives product with the highest accuracy in a timely manner Manage Content - Maintain a centralized database of up-to-date content, including investment strategies, performance data, compliance information and legal disclosures to facilitate efficient and accurate proposal development Manage Project - Manage multiple RFP projects simultaneously adhering to strict deadlines and co-ordinating with various internal teams to gather necessary information and ensure timely delivery of completed proposals Maintain a high level of competency when reviewing data and quickly identifying both data and format issues Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions Evaluate and enhance the RFP process, including the development of standardized templates, best practices and automation tools, to streamline workflow and improve efficiency Required qualifications, capabilities and skills Post-graduate with at least 3 years of experience in a similar role in Asset Management Industry Awareness of business risk and compliance procedures Ability to simultaneously manage competing priorities, including immediate, short-term Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, with experience in content management systems and proposal automation tools PMAPS/Ovidian/ Spectrum and Saleforce.com applications also helpful Strong communication skills, both verbal and written Strong work ethic and positive attitude Preferred qualifications, capabilities and skills Understanding of the asset management business, various asset classes and investment products is mandatory CFA level 1 could be a distinct advantage Prior experience of writing or participating in the Requests for Proposal process is desirable, preferably in the asset management industry Ability to quickly gain broad knowledge of the range of assigned JP Morgan Asset Management investment products, in order to succeed in the role Financial market awareness and understanding of financial concepts about the Funds products. About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/18/2024 10:27 PM
Reference Data Management Ops - Transformation Associate
JPMorgan Chase, Mumbai, Any
About Reference Data Management OperationsReference Data Management Operations (RDMO) is responsible for supporting Market Data Analytics (MDA), creation & maintenance of Assets, Pricing, Issuer and Index reference data. RDMO provides global operational support & services to stakeholders within Asset and Wealth Management Business which includes various internal groups i.e. Operations, Front Office, Middle Office, Performance Analysis Group, Client Reporting, Compliance, Regulatory Reporting and collaborates with Technology & Chief Data Office to Onboard/implement strategic system of record and authoritative data sources which helps business to receive real time, dynamic reference data. RDMO also partners with Ops to resolve the Data Quality (DQ) issues, with objective to enhance the data users experience and timely grab the opportunities to meet Business demands across regions.A critical priority for RDMO is to transform and automate end to end processes resulting in straight through processing, enhancing controls and reducing risk of human errors across various system of records. We are seeking an Associate specializing in the process transformation, automation and digitization to better optimize operational processes, controls and improve productivity. You will work closely with cross-functional teams to understand & analyze processes in current state, propose & drive process improvements, design & develop innovative Intelligent Automation solutions by leveraging latest process improvement and digital transformation technologies / tools.Job Responsibilities:As a successful candidate you will: Analyze processes in current state and identify opportunities for end to end process improvement / automation. Drive process automation projects throughout the lifecycle from requirement gathering, solution design, development, testing, deployment and continuous improvement while adhering to Firmwide governance standards & controls. Build, maintain and enhance solutions for end to end processes using UiPath, Python, Alteryx, Tableau, Unqork, etc. Track & Communicate open action items, risks, issues, dependencies and deadlines clearly and effectively to stakeholders Ensure solutions are reviewed & approved from operational risk & control perspectives. Ensure solutions are compliant with Firmwide and Lob level governance framework and controls standards. Ensure all the project documents & artefacts are well defined at granular level, updated and maintained in common document repository Collaborate with key stakeholders on OKRs/KPIs to deliver benefits from operational automation. Collaborate with OTS, Tech & Analytics CoEs to develop advanced automations solutions. Drive solution change and enhancement requests Leverage industry best practices and coding standards to create scalable and reusable solutions Guide, train and mentor team members to upskill on low code tools and strengthen super users community.Required Qualifications, Capabilities, and Skills:Is this opportunity right for you? We are looking for candidates who are/have: Bachelor's degree or other advanced degree in a relevant field (e.g., Data Science, Business Analytics, Computer Science). 5 to 7+ years of experience preferably in Financial Services / Reference Data management functions. Must have hands on experience with developing solutions using UiPath or RPA tool / Python / Alteryx / Tableau. Familiar with Agile / Scrum / Waterfall SDLC & project management concepts, methodology & framework Strong analytical and problem-solving abilities. Familiar with process improvement methodologies and frameworks, such as Lean, Six Sigma or Business Process Management. Ability to manage stringent delivery timelines and resolve dependencies/ risk/issues. Structured thinker, effective communicator with excellent presentation skills. Effective Collaboration, influencing and time management skills. Self- Starter and curiosity for learning new tools to solve business problems. Good to have hands-on experience with JIRA, Confluence, SharePoint, etc. Exposure to Financial products / asset classes in wealth management, asset management, private banking functions preferred.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/18/2024 10:22 PM
VP - Business Enablement - Asset & Wealth Management Operations
JPMorgan Chase, Mumbai, Any
As a Business Enablement VP, you will support Asia Client Operations Team and work with different regional and global teams to deliver on their book of work.The role would involve performing daily tasks related to generation of MI & Reports (including regulatory reports), Data Management and managing a small team. The role would also involve continuous improvement, automation and driving the vision of delivering data driven insights through descriptive and predictive analytics. Job Responsibilities : Understand regulatory requirements and build the required reports with a strong control framework Be responsible for Data (including KYC data) related remediation, and delivery Use knowledge in quantitative & qualitative research methods & technology to perform detailed data analysis and work through large volume of data to establish thematic views. Automate the existing control/regulatory reports using Alteryx/Tableau Maintain a relevant and updated process knowledge within the Client Operations space to be able to effectively influence and drive effective remediation Partner with key business stakeholders e.g., business, and operational teams, Legal, Compliance, Business Management, Oversight & Control, Audit, Business Initiative Leaders, project teams and Technology on fulfilling responsibilities of the Client Onboarding team and implementing the business strategy Conduct GAP analysis; identify key areas of risk or concern and impact to the business Maintain effective communication with stakeholders and business partners with the purpose of informing interested parties on all key milestones, accomplishments, programs, activities, and overall successes Critically review analysis results seeking opportunities to optimize output and provide actionable recommendations to senior management to achieve key business objectives Required Skills and Qualifications: Minimum 8 years of experience in financial services/banking industry, with a demonstrated track record of delivery and relevant experience with data and data remediation required Advanced skills with the core MS Office suite (Excel (Macros / VB), Word, and PowerPoint); standard PM tools (e.g., MS Project). Experience with Alteryx, Tableau / Qliksense, Signavio would be beneficial Familiarity with regulatory landscape across Asia would be beneficial Demonstrate attention to details / high analytical skills - high quality / accuracy in work delivered and take decisions under tight timelines Analytical and review skills with the capacity to think laterally and convey an understanding of the big picture and draw the correct conclusions from reviews Ability to prioritize, manage multiple streams of work concurrently, prioritize effectively and act with a sense of urgency Independent, organized, self-motivated and a team player Ability to challenge and influence stakeholders to ensure decisions are well thought out and can be executed from an operations perspective Proactive and responsive communicator, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.Salary: . Date posted: 04/19/2024 10:25 PM
Recruitment Consultant - HR - Financial Services
Michael Page, Mumbai
Manage a spectrum of Fortune-500, Large & Small Enterprises and SMBs, in the BFSI domain (Banks, NBFCs, Fintech firms, Insurance Companies, PE/VC funds) focusing on hiring within HR functionHiring across talent acquisition, talent management, compensation and benefits, HR strategy, etc. for financial services companiesDevelop and execute a seamless recruitment strategy for HR executive positions; including sourcing candidates, business development, acquiring and developing clientsDefine your own strategy of development in line with the global strategyAcquire and develop your portfolio of clients and candidates through networking and commercial actionsSelect and present the most suitable candidates to the clients - advise both clients and candidates during the assignmentPartner with senior stakeholders within Client organisations in determining and anticipating their human capital requirementsEffectively utilise recruitment channels to spearhead recruitment within the BFSI domainBecome a reference in your market while having ambitious business development objectivesYou have 2-8 years of experience in the HR domain with financial services organisationsYou have a degree from a top tier University and possess an MBA degree from a top tier institutionYou have a solid track record of success in your career and an ability to influence and effectively communicate at every level of an organization.You are proactive, ambitious, and entrepreneurial and thrive in a meritocratic environment.