Financial Management Advisor Salary in Mumbai - PayScale

As an Investor relations professional, in our Alternatives Investor Relations & Structuring team you will get an opportunity to create an impact via your strategic thinking, relationship management, communication, problem solving skills. You are a strategic thinker passionate about driving solutions in Wealth Management, capital markets, Equities, Fixed Income Private Equity, Hedge Funds, etc". You have found the right team.You will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments. The Investor Relations team is responsible for the Sales enablement aspect via execution of internal and external communication for 300+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). In this role you will be able to demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability, and sound decision-making skills.On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.Job Responsibilities You (VP) will serve as a primary point of contact for the India teams our internal partners and stakeholders. The team is primarily based in Mumbai and interacts with global counterparts based in New York and London. In this position, you will be responsible for providing investor relations coverage for our suite of Alternatives offerings for the Global Private Bank. You will be able to gain a comprehensive understanding of underlying platforms, systems, and tools with the ability to think strategically and deliver business results for their respective product domains by: Driving internal and external communications to deliver transparent and impactful content (e.g., fund launches, announcements, corporate actions, etc.) Creating highly leveraged advisor and client resources, responding to a high volume of advisor / client inquiries, contributing to prospect events, roadshows, etc. Assist with synthesizing, summarizing, and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes: Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients. Partner well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.). Create and Review client communications with a focus on "client lens" and technical accuracy. Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc. Oversee the end-to-end of the client events calls and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force. Actively drive meetings with stakeholders and partners/specialists by sharing meaningful insights and driving clear outcomes / next steps. Develop and drive initiatives aimed at improving the advisory/client experience (both internal & external), including developing new educational resources, increasing the efficiency of information flow and evolving the way we communicate between different areas of the business. Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place. Leverage knowledge about our Alternatives platform, the markets and existing Private Investments & Hedge Funds driven content to discuss & support our portfolios/investments and to provide guidance in broader Alternatives platform initiatives/projectsRequired qualifications, capabilities, and skills MBA/CFA or an equivalent professional degree with 11 years of experience Extensive knowledge and experience in the Investments domain / Global markets Experienced people manager adept at working in matrix organization and managing dynamic high performing teams. Proactive, self-motivated and solution-oriented approach, project management skills would be useful. Hands on multi-tasker, self-directed, capable of working independently and as part of the team. Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent deliverables/tasks Proactive, accountable, and assertive; strong work ethic Confident and skill to think strategically, develop solutions, and present recommendations to business leaders. Superior judgment and discretion working with both confidential and sensitive information. Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)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 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: 04/10/2024 10:26 PM

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

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

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

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category SalesJob Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place. We have an exciting opportunity for an experienced Customer Advisor to join our Solutions community in the role of Financial Services Advisor - India.The successful candidate will have experience in building trusted relationships with senior leaders in the Financial Services sector and across Salesforce Sales, Product and Solutions organisation to drive customer and business impact.The Industry Advisory will be instrumental in influencing strategy, planning and executing programs to grow Salesforce's Financial Services business in India. The role will involve supporting the success of existing customers and developing new opportunities in this fast moving and key market sector.They will be expected to drive Salesforce's enterprise positioning and solution strategy for Financial Services across the region and drive discussions with customers. To be effective they will need to have a proven and successful track record in Financial Services thought leadership, building transformation business cases and leading enterprise software engagements or implementations.Our Salesforce customer advisory roles are a mix of thought leadership, customer advisory, account strategy, business development, sales execution, and partner engagement. They requires extensive prior industry experience in Financial Services.The candidate would be a natural evangelist with proven leadership experience to drive organisational engagement. They should posses an extensive executive-level network across the Financial Service Industry plus deep partnerships with System Integrators and ISVs.The Industry Advisors drive collaboration with Sales and all other support functions to complete the primary focus of crafting and closing revenue to over-achieve on company quota objectives.Key Responsibilities: Develop a consultative transformation framework that is used to guide sales teams, partners, and customers to:1. Elevate the clarity of Salesforce technology as a digital partner of choice for Financial Services.2. Develop journey maps, deliverable frameworks, and advisory engagement models to overcome culture, business, technology, and political barriers to migrating critical business functions to the Salesforce platformCollaborate with customers and product management to craft the evolution of industry blueprints, investment in industry-specific capabilities, and partnerships to drive the vision for the industryEngage with top customers and prospects to support account planning, provide direct deal support, and provide industry expertise and strategy in key sales opportunities across IndiaInfluence solutions creation to help educate and enable sales, presales, and customer success teamsEngage with key partners on targeted accounts and regional engagement strategiesPresent and lead executive roundtable discussions and industry event presentationsTriaging account strategy requests and categorizing accounts systematically to ensure the accurate resources are being used against the highest priority Annual Contract Value (ACV) targets and accounts identified for industry relevance, use case, and name recognition in the industryDevelop strong relationships with the Product teams to influence the Product Roadmap and bring the full power of the solution to the India region Experience/Skills Required: Minimum 15 years combined Sales, Leadership, Product Marketing, Sales Enablement, Operations and/or similar functions in Fortune 500 enterprise software vendor, credible professional services firm, or iconic and respected Financial Services companiesDeep Wealth/Finance expertise with a point of view of sub-verticalsExperience with deploying or using Salesforce (or other relevant Enterprise software) with a hardworking vision for how we can change the industry in the Age of the CustomerConsistent record of building and running robust teamsStrong executive presence and an ability to quickly establish credibility with senior leadershipOutstanding written, verbal communication, presentation skills in front of audiences ranging from small executive meetings to very large keynote presentationsSelf-starter with ability to multitask in the fast-paced and high-pressure work environment of a start-up paced software companyStrong customer orientation and results-driven leaderStrong understanding of Salesforce productsOutstanding problem solving and analytical skills; demonstrated ability to structure complex. problems, develop hypotheses, and present well-supported solutions Experience/Skills Desired: Over 10 years experience specifically within the Financial Service Industry at a senior levelStrong skills in software sales and deal constructsUndergraduate degree, advanced degree preferredHands-on leader, "get it done" operating styleParticipant in Financial Services industry associations Preferred Skills: Validated ability in leading digital transformation and large-scale change management effortsAbility to influence across a broad spectrum of individuals and functionDemonstrated ability to analyze and interpret data for value based discussionsAction-oriented, entrepreneurial, flexible and innovative approach to operational managementAbility to engage and motivate teamsMedia experience and social media presenceAccommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form .Posting Statement At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com . Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce . Salesforce welcomes all.Salary: . Date posted: 04/12/2024 03:09 PM

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

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

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 Global Liquidity team, you will be responsible for delivering exceptional client service to internal/external stakeholders. As the point of contact for daily servicing needs of our clients, you will develop an understanding of the unique requirements of Global Liquidity franchise and champion those requirements within the context of the larger firm. You will partner with colleagues in Global Liquidity Service team to consistently maintain an effective service model. Job Responsibilities Act as a day-to-day client service contact for assigned group of CAMs Interact regularly with clients to provide operational support and enhanced solutions Improve business processes and client experience Prepare rebate documentation & operational setup (Trailer Fee) Handle client communication & assistance on Late settlement and Interest claim Manage Bank Queries and Interest Claim related activities Perform all required client service functions including onboarding Clients / Funds, Maintain client record, comply with all internal procedure, Verify eligibility of clients, Client Reporting's.Required qualifications, capabilities and skills Inclination towards technology to automate manual tasks. Excellent communication skills (both oral and written) Degree level education preferred Client focused and able to gain an in-depth understanding of clients' servicing needs Highly accurate with good attention to detail Ability to multitask and to pursue/meet deadlinesPreferred qualifications, capabilities and skills Understanding Alteryx, Python programming is preferred Previous experience at an asset management firm; background in client service with liquidity products is 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: 04/19/2024 10:27 PM

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

J.P. Morgan Asset Management (JPMAM) 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, Marketer, Client Account Manager, Portfolio Manager and Investment Specialist.As the Data science professional in our Business Intelligence and Advanced Analytics team you will spend each day defining, refining and delivering set goals for our firmJob responsibilities Partnering with business stakeholders to identify opportunities for leveraging advanced analytics. Leverage the power of AI/ML to solve complex business problems Embed analytics process in organizational decision making: descriptive, diagnostic and predictive and prescriptive analytics to derive better business outcomes Building analytical frameworks for marketing measurement - A/B testing, campaign ROI(return on investment) , cost of acquisition modeling, lifetime value, etc. In-depth data exploration and data mining to develop a deep understanding of client behavior, segmentation and engagement models, market opportunity sizing and wallet share evaluations, build recommendation engines and personalization frameworks, build predictive call to action solutions, measurement analytics Contributing to and enhancing data models and feature stores. Leveraging machine learning models and techniques to target opportunities and optimize processes Developing tools and solutions to measure model performance over time and fostering a data-driven, innovative culture Acting as a proxy product-owner and consultant to provide optimal data solutions for various business problem statements / pain-points and goalsRequired qualifications, capabilities, and skills MBA or advanced degree in Statistics, Math, Engineering or other quantitative-focused field preferred Experience in an analytics role, financial services/marketing preferred Experience using computer languages (Python, Pyspark, Google Analytics, etc.) to manipulate and analyze large datasets. Story-telling acumen using Tableau, power-point etc. tools Sound knowledge of SQL to collate data from various sources Experience using machine learning libraries in Python (Numpy, Pandas, Sci-kit learn, tensorflow, etc.) Knowledge of variety of machine learning algorithms (linear regression, logistic regression, SVMs, Tree-based models, neural networks, etc.) and techniques (cross validation, feature selection approaches, hyper parameter optimization, missing data imputation etc.) Strong problem-solving skills and excellent communicator (written and verbal) with strong interpersonal skillsPreferred qualifications, capabilities, and skills Understanding of Asset Management Business. A passion for technology, financial services and Asset / Wealth management A balanced approach combining judgment, analytical rigor, curiosity, open-mindedness and creativity. Excellent communication skills with a knack of converting data into stories Ability to multi-task and understand priorities/workflows. Self-motivated, team player with strong work ethic Ability to build relationships across global teamsAbout 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: 04/22/2024 10:24 PM