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Sr Executive - A/R & Trade
General Mills, Powai, Mumbai, Any
Position Title Sr. Executive- Trade Operations Function/Group Finance Location India Shift Timing 11AM- 8PM Role Reports to AAM Remote/Hybrid/in-Office Hybrid ABOUT GENERAL MILLS We make food the world loves: 100 brands. In 100 countries. Across six continents. With iconic brands like Cheerios, Pillsbury, Betty Crocker, Nature Valley, and Haagen-Dazs, we have been serving up food the world loves for 155 years (and counting). Each of our brands has a unique story to tell. How we make our food is as important as the food we make. Our values are baked into our legacy and continue to accelerate. us into the future as an innovative force for good. General Mills was founded in 1866 when Cadwallader Washburn boldly bought the largest flour mill west of the Mississippi. That pioneering spirit lives on today through our leadership team who upholds a vision of relentless innovation while being a force for good. For more details check out http://www.generalmills.comGeneral Mills India Center (GIC) is our global capability center in Mumbai that works as an extension of our global organization delivering business value, service excellence and growth, while standing for good for our planet and people. With our team of 1800+ professionals, we deliver superior value across the areas of Supply chain (SC) , Digital & Technology (D&T) Innovation, Technology & Quality (ITQ), Consumer and Market Intelligence (CMI), Sales Strategy & Intelligence (SSI) , Global Shared Services (GSS) , Finance Shared Services (FSS) and Human Resources Shared Services (HRSS). For more details check out https://www.generalmills.co.inWe advocate for advancing equity and inclusion to create more equitable workplaces and a better tomorrow. JOB OVERVIEW Function Overview The Finance organization partners across General Mills to provide financial expertise to guide and govern the company. We hold ourselves accountable for the areas where we are uniquely positioned to drive results - what we call our Strategic Priorities - but we never lose sight of the fact that we only truly win when the company wins. The Finance function operates as a global team through the partnership of a series of enterprise-focused and business-embedded groups. Our Finance Shared Services team enables our enterprise to make bold decisions by leading financial planning & analysis, finance operations and managing risk & compliance.For more details about the Function please visit this Link Purpose of the role This position is responsible to make prompt and accurate processing of Customer Invoices and to manage Customer Aged trail balance as per the agreed SLA's/ Goals. Build relationships with the stakeholders to ensure smooth day to day functioning. Adherence to all audit control requirements and SOX requirements. KEY ACCOUNTABILITIES 85% of Time: Operational Management • Processing the customer's promotional invoices • Reconcile invoices received from General Mills' Customers to the corresponding plans and update the information to reflect actual performance to either issue a check to a customer or clear a deduction on the account's trial balance. • Maintain an accurate and current accounts receivable trail balance in SAP. • Develop and maintain Trade profiles and document customer-specific behavior that requires non-standard handling. • Gain an in-depth knowledge of Customer details as well as comprehensive understanding of GMI Products/ groups. • Develop expertise in utilizing customer specific websites for sourcing customer support/documentation. • Focus on continuous improvement to the Trade Payment Process and identifying opportunities for efficiencies. • Provide assistance in resolving issues relating to customer invoices, deductions, and payment. • Develop an expertise outside primarily owned customers. • Build relationships with the stakeholders to ensure smooth day to day functioning. • Adherence to all audit control requirements and SOX requirements • Publishing regular reports related to operations and business. • Onboarding team members in knowledge management 15% of Time Continuous Improvement • Drive Continuous improvement within process and deliver savings. MINIMUM QUALIFICATIONS • Minimum Degree Requirements: Full Time graduation from an accredited university (Mandatory) • Minimum years of related experience required: 3+ Years.Specific Job Experience or Skills Needed • Basic understanding of finance and accounting with more focus on Accounts Receivable Management. • SAP Knowledge, MS Office etc. • Strong customer relations, articulation & communication skills • Can prioritize and complete multiple tasks on tight deadlines.Competencies/Behaviors required for job. • Courage to question without hesitation, recommend and influence. • Lead process efficiencies through expertise and knowledge, benefitting the team or the process. • Yearn to gain process expertise and be an SME for the process. • Ability to manage, guide and re-solve queries for others. • Commitment to Service Excellence and delivering Outstanding Results • Ability to identify gaps, trends, exceptions and synergies in the process, drive process improvements with HMM. PREFERRED QUALIFICATIONS • Preferred Major Area of Study: Finance & Accounts/ BMS/BBS • Required Professional Certifications: None • Preferred Professional Certifications: None • Preferred years of related experience: 3-4 yearsCOMPANY OVERVIEWWe exist to make food the world loves. But we do more than that. Our company is a place that prioritizes being a force for good, a place to expand learning, explore new perspectives and reimagine new possibilities, every day. We look for people who want to bring their best - bold thinkers with big hearts who challenge one other and grow together. Because becoming the undisputed leader in food means surrounding ourselves with people who are hungry for what's next.Salary: . Date posted: 03/19/2024 01:16 PM
Trade Lifecycle Manager III
JPMorgan Chase, Mumbai, Any
Job Summary JP Morgan is seeking a talented and experienced Trade Life Cycle Manager to join our Investment Banking team as a Vice President. In this role, you will be responsible for overseeing the end-to-end trade life cycle process, ensuring smooth and efficient operations. You will work closely with various internal teams, including traders, sales, operations, and technology, to streamline processes, identify areas for improvement, and drive operational excellence. The ideal candidate will have a strong background in trade life cycle management, exceptional analytical and problem-solving skills, and a deep understanding of financial markets and products. If you are looking for an exciting opportunity to make a significant impact in a dynamic and fast-paced environment, we would love to hear from you.Required qualifications, capabilities and skills Excellent prior custody & fund services, executing broker or prime brokerage operational experience Ability to work closely with business partners and interact with all staff levels Ability to be flexible, follow tight deadlines, organize and prioritize work Experience of working on multi-stream programs Strategic thinking coupled with practical execution Strong analytical and problem solving skills i Ability to manage through a changing business landscape Anticipate issues and drive initiatives to ensure results Self-starter and ability to learn quickly Strong understanding of Risk Management and should be able to manage the issues 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.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: 03/19/2024 10:30 PM
Middle Office Trade Support - Associate
JPMorgan Chase, Mumbai, Any
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.As a Middle Office Trade Support Associate in our Corporate Sector, you will have the opportunity to utilize your strategic thinking and passion for Finance. We value your ability to define, refine, and deliver set goals for our firm. Join us and spend each day promoting solutions and making a significant impact on our busineJob Responsibilities: Support functions such as EOD Blotter generation, Control Checks, Trade Checkout and Life Cycle Management. Set up Reference dat for counterparties and books. Exception Queue Monitoring within Systems Work on MIS/KPI reporting. Nostro & Custody Break Investigations for Securities and Money Market Products Work in close partnership with various stake holders i.e. Portfolio Managers (Front Office), Business Management, Reference Data, Back Office, Technology & PMO on BAU/adhoc management requests Resolve and escalate issues in a timely manner. Publish metrics to the relevant stakeholders and the Management for review. Participate in the identification or development of technology to support new business flows. Generate test cases and execute user acceptance testing to ensure new technology delivers and functions as expected. Develop written procedures covering all aspects of required business as usual tasks. Participate in cross-functional training to ensure adequate coverage. Manage all the regulatory reports ensuring timely and accurate delivery. Assess the inputs to regulatory reporting- systemic as well as offline are valid and agreed golden source. Assess systemic data flow into reg reports periodically to ensure relevance and in line with requirement. Keep abreast of any changes in regulations impacting reporting working closely with CIB reg reporting team/others as appropriate. Ensure output data controls in reg reports and assess downstream recon controls. Assess attestation framework for reports. Be the 1st point to review and attest all reports before attestation by leadsRequired qualifications, capabilities, and skills: Graduate Degree in Commerce, Finance, Accounting, or Banking. Minimum 8 years or above working experience in Middle Office, Market Risk, Finance or Product Control A good team player with professional attitude. Strong analytical skills to understand a diverse set of sophisticated cross-asset products and complex end-to-end workflow Good communication skills, robust and credible partner with all stakeholders. Good product knowledge in Fixed Income, Treasury, FX and Interest Derivatives products Thorough understanding of transaction cycle, infrastructure & associated operational and financial processes and controls Strong interest in process improvement, automation, and system enhancement Ability to deal with high level of adhoc requests and deliver under pressure Advanced Excel skills and MS PowerPoint proficiency required.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 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.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: 03/20/2024 10:25 PM
Client Reporting Trade life cycle Vice President
JPMorgan Chase, Mumbai, Any
Job Summary The Client Reporting (CR) teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of Statements (Quality & Corrections), Factsheet Oversight, Checkbook and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues.Job Responsibilities Managing a team size of minimum 5-7 Ensure accurate and timely completion of operational procedures. Understand, follow and demonstrate compliance with all Risk and Control regulations. Work Allocation and monitoring. Escalation management Active involvement in and contribution to Global Projects / Local Initiatives. Assist and ensure a competitive and transparent work culture. Identify, evaluate and deliver process improvement initiatives. Manage and lead discussions on exceptional cases. Manage stakeholders and run managerial checks Identify the underlying risk and provide solutions/controls to mitigateRequired qualifications, capabilities and skills Post Graduate / Graduate 8-12 years of relevant work experience Strong analytical and problem solving skills Escalate potential issues or concerns to management team Highly motivated with ability to work independently and in a team environment Excellent verbal and written communication skills Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items. Adaptability: effectively organize and prioritize work to meet stringent deadlines. Aid in the development and management of an innovation driven work environment Commitment to quality and control Ability to think creatively and recommend/implement process improvements Strong organizational skills to successfully manage multiple tasks at one time Strong background in use of computer systems Knowledge of Private Bank products/services preferred Strong knowledge of Microsoft Applications, preferably Excel & Access DatabaseAbout 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 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: 03/27/2024 10:29 PM
Trade Lifecycle Associate
JPMorgan Chase, Mumbai, Any
Build your career in Trade Lifecycle while working in the world's most innovative bank which values creativity and excellenceJob Summary: As a member of our Marketing Materials Team under the Client Reporting Group, we look first and foremost for people, who are passionate around solving business problems through a logical mindset and innovation. We embrace a culture of experimentation and constantly strive for improvement and learning. You will work in a collaborative & trusting environment that encourages diversity of thoughts and creative solutions that are in the best interest of our customers globally.Client Reporting supports Wealth Management Line of Business, partnerswith internal stakeholders to collect pertinent data, and coordinates production of factsheets with third party vendors. Process is done on both, a monthly and quarterly basis.Factsheets are marketing materials leveraged by Advisors for conversations with both prospective and invested clients. The documents provide clients with various insights and metrics into the fund or investment strategies.Job Responsibilities: Support the global vision, goals and objectives, define requirements, and prioritize delivery in order to maximize the business value of the investment. Manage expectations from the business across Asia, EMEA and Americas to onboard, standardize and govern the Client reporting management process. Manage and support aspects of client reporting & factsheet lifecycle for various business groups and processes. Partner with Operations and Technology and drive teams toward robust set of delivery milestones. Understand and mitigate risks, bottlenecks, and inefficiencies in product development lifecycle. Demonstrate governance by ensuring that: (a) work streams and initiatives are tracked and actively managed, (b) KPI's are agreed, measured, and tracked, (c) deliverables are properly prioritized and sequenced, (d) risks are addressed and status measured, and (e) deliveries are successful. Develop clear documentation of the scope, business requirements, use cases, workflows, wire-frames, and other materials as needed to support UX research, design and development Develop and maintain deep relationships with delivery partners across including senior leaders in the Business, Technology, Design, Operations, and control functions across lines of business. Embody true "customer-obsession" in identifying and leveraging user data, industry trends, and varying forms of user feedback to shape our design and roadmap.Required qualifications, capabilities and skills: 8 or more years of experience in operations management or program management assisting in strategic or transformational change strongly Working experience in any marketing materials is strongly preferred. Relevant experience in Wealth Management, Asset Management, Digital Banking, or a closely related business required. Experience in managing process delivery & BAU across multiple workstreams with varying timelines, priorities, and complexities. Demonstrated ability to manage tight delivery timelines, and ensure our organization is on track to execute and deliver strategic change that meets our goals. Proven ability to execute via successful internal partnerships with other lines of businesses, with the ability to influence people at all levels across a broad variety of job functions. Excellent leadership skills - of product, programs, projects, teams and/or employees. Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence. Strong understanding of different development methodologies (e.g., Agile, Waterfall). Strong Oral and written communication Bachelor's degree or equivalent experience required.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: 04/03/2024 10:25 PM
Trade & Working Capital - Supply Chain Finance - Supplier Sales, Analyst/ Associate
JPMorgan Chase, Mumbai, Any
Job summary:J.P. Morgan is seeking talented candidates for a position as Analyst/ Associate for Supplier Sales, within Trade & Working Capital (TWC) based in Mumbai. As an Analyst/ Associate for Supplier Sales within Trade & Working Capital at J.P. Morgan, you will gain exposure to the Trade & Working Capital organization with a specific focus on supporting the Asia Pacific Supply Chain Finance (SCF) business. You will be responsible for the complete process of supplier onboarding and management, collaborating closely with the Program Managers to guide asset and supplier utilization within the assigned portfolio of programs. You will spearhead supplier discussions to contribute to the sales strategy and lead business development for supply chain finance related products. Job responsibilities: Deliver a superior client experience while driving program ramp up to achieve revenue growth for the TWC business. Design and execute a supplier enrollment/sales strategy and calling plan for each respective assigned SCF program. Partner with the program manager for each respective program to provide relevant insights into program growth, supplier participation patterns, and other observed trends. Support the execution of several critical in-flight technology initiatives designed around improving our standard operating model and achieving better efficiencies. Serve as a point of contact to handle day-to-day communication with suppliers, anchor buyer project team, AP or treasury teams. Work closely with counterparts in other regions to coordinate activities that involve multi-regional engagement. Facilitate requests and inquiries with cross functional partners in Client Service, Operations, Contracts Management, Product, and others. Identify process deficiencies, business risks, and escalate accordingly within the Risk and Control framework. Utilize internal databases and follow a high degree of integrity for reporting needs and analytics. Gain exposure to credit requirements and work in partnership with Distribution team to ensure adequate capital is available to support supplier discounting needs. Partner with broader Supply Chain Finance team and Marketing partners to deliver best-in-class external engagements such as Supplier Days and Buyers Training. Conducting regular interactions with Client Procurement teams understanding the expected transactions and probable supplier list to be provided.Required qualifications, capabilities, and skills:The successful candidate will have the following experience and skill set: University degree and minimum 2 years working experience in Sales, Client Service, Portfolio Management support. Good written and strong presentation skills. Excellent and efficient skills using PowerPoint and Excel. Strong analytical and execution skills. Experience in commercial, corporate and or transactional banking. Experience in working in a matrix structure and with cross border teams. Able to communicate and interact effectively with people at all levels. Self-directed, highly motivated, and able to work independently to deliver in a timely and accurate manner, strong attention to detail.Preferred qualifications, capabilities, and skills: Experience in Supply Chain Finance will be greatly 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 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: 03/22/2024 10:19 PM
Trade Support Analyst - Team Leader
JPMorgan Chase, Mumbai, Any
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.Job Summary: Build your career in Trade Lifecycle while working in the world's most innovative bank which values creativity and excellenceJob Responsibilities: Daily review of Pre-trade and ensuring they meet the control requirement and periodic review of fund eligibility to trade. Review of collateral balances for commingled funds that remain un-invested daily and reporting the same to compliance and legal. Complete regulatory checks on Fund investments to ensure that requirements are met. Monitoring overdrawn balance for commingled funds daily. Raising line of credit where needed and ensuring timely repayment of borrowed funds. Reconciliation of client directed capital cash flows and querying with respective teams for resolution. Monitoring and preparing MIS for high value and aged breaks for management attention. Coordinating, monitoring and processing of transitions for client accounts and proprietary funds. Reconciliation of transition breaks at start of the day and querying client service or custody for resolution. Monthly reporting's include regulatory checks, fund investment & collateral review and metrics reporting. Troubleshooting of AHDOC inquiries related to reconciliation, subscription and redemption of funds and other queries. Following escalation matrix effectively for reconciliation, fund level and transition processing. Daily sign off activities checklist and reporting the same in End of the Day MIS reporting.Required qualifications, capabilities and skills:Training and Development:Overall review of Business will be provided to help analyst understand the business from holistic approach- Candidate will be provided training on Control checks at various levels. Candidate will be provided training on managing project/dealing with stakeholders/resolution of issues post doing root cause analysis. Candidate will be provided an overview of various AI tools - alteryx/xceptor and metric tools like tableau.Development Skills*Intelligence skills which include learning AI tools like alteryx/xceptor. This will help to automate repetitive task/Manual task. Using AI tools, will also be able to identify specific trends in the Business. AI tools will further help in Business and data analytics across various teams/identify root causes and develop scalable solutionCandidate will develop skills in Tableau which helps in representation of data in simple graphs/pie charts etc. Visual representation of data helps business to identify any key trends or client requirements.Candidate will develop root cause analysis and problem solving skills - This will be useful in providing salable solutions for business which will help in mitigation of risk Control checks- Daily Review and investigate funds that do not invest daily and report total un-invested cash balances to compliance and Treasury for collateral purposes. Daily review of fund overdraft to raise Line of Credit and timely repayment of the funds. Reconciliation of client directed funds and assets and coordinating with respective teams for resolution. Monitoring upcoming transitions and timely processing of the same. Process Improvement Identify and analyze existing processes, workflows, related documentation within the Middle office teams (Asset management) and explore opportunities to automate manual task/reduction of manual touch points. Leverage Intelligent Automation tools such as Xceptor,Alteryx to both automate manual processes/ reconciliations and reduce operational risk. Benefit of scalability to be derived from the automation. Identify trends and key insights from various processes done within Middle office team. Responsibility will include consolidation and organizing data to perform analysis and create metrics using Tableau to give Holistic view of Middle office process. Metrics will be helpful for proving Business insights /monitor various activities to various stakeholders. Analytics Create workflows for various process /project plans and business cases to define areas for creating efficiency across different teams. Review of controls within Middle office team to identify trends /themes. Perform root cause analysis of issues identified and provide tangible recommendations Working closely with business leads/senior management to present findings , monitor issues identified and closure of issues. 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: 04/04/2024 10:29 PM
Trade Lifecycle Analyst - Team Leader
JPMorgan Chase, Mumbai, Any
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job SummaryOTC Derivative Settlement, part of the Derivatives Processing Center requires operations leadership/expertise managing matrix reporting relationship. The incumbent should have strong relationship skills to manage relationships with Clients, JPM Middle Offices and Front Offices. Job Responsibilities: Consistently meet KPI/ deadlines & communicates work status to appropriate parties and able to implement small projects given clear goals and direction Communicates effectively & professionally, responsive to queries and requests and able to escalate when needed. Listens effectively to client needs, asks the right questions & is sensitive to what is key/a priority for clients. Settling payments for counterparties and where appropriate, takes action on own, without waiting for direction from others. Persists and continues to strive for a goal despite obstacles and setbacks Actively participates in firm-wide strategic initiatives identify process improvements and efficiency opportunities in the daily workflow verbally confirming details of Derivative Trade products. Knowledge of the technical infrastructure that supports the business & effectively utilizes infrastructure for daily tasks. Capitalizes on opportunities to develop relationships with others outside their business/function.Required qualifications, capabilities and skills: Bachelor's Degree with 4 to 6 years Experience/working knowledge of Derivative products. Intermediate to in-depth understanding of products and financial concepts in immediate business area. High-level understanding of how products supported fit in at firm The candidate must be a motivated individual with a strong Partnership abilities The individual must be able to: handle a high level of complexity in their product coverage, be able to shift gears with relative ease, be flexible enough in shifting workload in accordance with changing priorities and be comfortable dealing with a stressful and fast paced Trading environment. Should be willing to do all shiftsPreferred qualifications, capabilities and skills: ISDA knowledge and Derivatives Product knowledge and experience is preferable Good Knowledge on Microsoft Excel esp. Pivot, macros, vlookup., writing basic macros would be an advantageAbout 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.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 10:25 PM
Trade & Working Capital - Associate
JPMorgan Chase, Mumbai, Any
Job Responsibility• Processing/Releasing Import LC Issuance, Export LC Advising/Confirmation & Document Checking of Import LC for our global client• Ensure the transactions are processed as per JPM policies as well as ICC Rule• Ensure all transactions assigned to the team are completed with utmost quality as per agreed SLA• Monitor queues and assignment of transaction to the team including pending follow-up• Identify any red flags/OFAC regulatory issues/AML & Boycott language breach in the transaction and escalate for review• Conduct daily huddles and meetings to pass on any process related update• Co-ordinate with our ops partners globally to manage the work• Planning & managing Leaves & daily volume prioritie• Drive the goals setup by the Trade & Working Capital Management• Create an inclusive environment for all employee• Share regular & constructive feedback with your downs Required qualification, skills and capabilities:• 4-5 years of experience in managing a team• Subject Matter Expertise in the LC Issuance/Advising/Confirmation & Document checking proce• Queue Monitoring, Work Allocation and Prioritization• Willing to go above & beyond to ensure timely delivery• Understanding of US Regulations & OFAC Compliance• Excellent Oral, Written & Presentation skill• Project Management• CDCS & CITF certifications will be an added preferenceAbout 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.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: 04/10/2024 10:30 PM
Business Analysis - Trade Finance Vice President
JPMorgan Chase, Mumbai, Any
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation. As a Product Delivery Manager in Trade & Working Capital, you work to enhance and optimize the way products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. Job Description: Responsible for Analysis and delivery of Business Requirements for Trade finance business driven initiatives working closely with Operations, Business and Technology partners. Job Responsibilities: Discuss, understand and document the full functional scope of a change initiative. Provide and own detailed documented requirements for technology changes along with user journeys and other supporting artifacts. Define and own a functional roadmap for the change initiative. Participate in workstream Agile ceremonies to elaborate on the requirements and impart SME knowledge. Provide detailed functional impact at the initiation stage of a change or a project. Discuss with stakeholders and assign business priority against individual components of a change initiative. Identify and escalate functional risks throughout the lifecycle of the project. Functionally support go-live and immediate after-care. Perform ad-hoc data analysis to support the Trade business. Participate in third-party vendor projects during proof-of-concepts, analysis and implementation. Awareness of user experience vis-à-vis the changes being built/delivered. Experience Requirements: 7 years or more experience in Trade Finance. Hands on experience in Trade Finance operations is an added benefit. 3 years or more experience as Business Analyst or Subject Matter Expert. Experience in working in an Agile environment. Experience in working with international partners. Strong analysis skills. Ability to identify and highlight risks. Ability to manage, negotiate with & influence stakeholders. Exceed customer expectations in delivery and management. Ability to engage and deliver on time with the right amount of detail. Experience of Software Delivery Lifecycle using both Waterfall and Agile methodologies Business acumen. Problem resolution skills Awareness of user experience vis-à-vis the changes being built/deliveredAbout 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: 04/12/2024 10:22 PM