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Asset Management - Client Onboarding KYC - Analyst
JPMorgan Chase, Bengaluru, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Analyst, you will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. You will work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management.Job Responsibilities Conduct excellent public domain research to complete the KYC at onboarding and refresh and provide alternate documentation within the policy/regulatory guidelines. Develop regulatory knowledge across different regions such as US, UK, Luxembourg, Singapore, Hong Kong, Australia and Japan. Review the materiality of Sanctions, Political exposed Person, Adverse Media screening and escalate the same using firms procedures and work with relevant stakeholder to review the risk. Partner with different teams such as front office, Compliance and senior management to review the risk and approve KYC profile within the SLA. Work with technology to enhance productivity and efficiencies Provide support on Metrics, dashboard, change request and quality management.Required qualifications, capabilities and skills At least 3 years' experience with financial product analysis, KYC, AML, Compliance Self-motivated with a strong work ethic Willingness to work in a team-oriented, collaborative environment. Exhibit high willingness to collaborate with all levels of the organization Excellent written and verbal communication skills (including in English) Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-timePreferred qualifications, capabilities and skills Proficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint. Advantage for candidate with tech skills such as Alteryx, Python and Tableau.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: 04/08/2024 10:23 PM
Asset Servicing_Middle Office
JPMorgan Chase, Mumbai, Any
Job summaryIMOS deals with all stages of the lifecycle for each product from broker matching, management of the client's custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR). Job responsibilities : Manage Teams within the Global/Regional team and act as the client facing point of escalation. Participate, represent and implement on the continued IMOS global strategy as required. Ownership and/or oversight of the various components of the daily operational activities essential to the construction. Manage responsible for leading a team of individual contributors to execute one or more operational processes within IMOS by setting short-term priorities, directing workflows, and monitoring daily performance against established metrics. Track & escalate issues, service updates, and progress updates for the Client or across internal stakeholders to senior management of the team Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles. Ensure SOPs updated to incorporate change in process. Proactive participation in providing subject matter expertise based on in depth understanding of the process to help senior management with efficiency projects aimed at creating efficiencies in the team. Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance team Oversight and ownership, where necessary, of Reconciliations and transaction lifecycle management. Maintain a team culture of being always Audit Ready by maintaining hygiene of the process for Internal& External Audits. Participate in planning & execution of onboarding of New tasks & funds including UAT testing.Required qualifications, capabilities and skills Demonstrated experience in managing teams across process, risk and control within Investment Operations (preferably, but not necessarily, Middle Office), including managing change. Excellent client facing skills & communication style, comfortable dealing with key clients Extensive understanding of Financial Reporting services / OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload Experience of Investment Operations (Trades, Cash and Reconciliations) Experience of Reconciliations and transaction lifecycle managementAbout 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 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: 03/20/2024 10:28 PM
Asset Analyst
JPMorgan Chase, Bengaluru, Any
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary: You are required to ensure timely and accurate processing of income events, collection / payment of claims, timely reconciliation cash, stocks, wash across our Fixed Income / Equity and Prime Business. We work closely with internal stakeholders including trading desks, sales, finance and other operations team and work in partnership with clients, custodians, agents, depo, and 3rd party service providers. This interaction enables employees to gain an insight into other operations and obtain a high-level knowledge of the diverse range of the J.P. Morgan products. Job Responsibilities: Manage the Income Claims workflow, across multiple products like Prime, Equities and Fixed Income. Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash, and stock break, reconciling the security Liaise with multiple stakeholders (Agent banks, Middle Office, Internal teams, Senior management) Exercise sound judgment; act with integrity; protect our company, clients, and customers. Serve as a subject matter expert for the functions managed. Communicate efficiently and effectively with Senior Management & escalate issues in a timely manner. Perform periodic end to end process review, identify gaps if any & collaborate with control partners and relevant stakeholders to remediate process gaps Provide oversight, training, guidance to the team and ensure effective process training Identify ways to improve processes/procedures to enhance quality and/or productivity Act as a subject matter expert on procedural matters and be the funnel for communication with the global teams Required qualifications, capabilities, and skills : 5 years of relevant industry experience processing Income claims across products like Prime, EQ and FI. In depth knowledge of working with agents like DTCC & Euroclear and navigating their platforms. Expertise in processing SPO, MT202, MT103 & MT599. Excellent judgment and decision-making skills; solutions oriented. Teamwork - the candidate must be flexible to manage processes and be able to work appropriately with stakeholders and colleagues at all levels. Ability to partner with multiple internal teams, external clients & 3rd party service providers. Ability to organize to prioritize workload to manage concurrent tasks and meet competing deadlines. Ability to influence stakeholders using effective communication and interpersonal skills. Preferred qualifications, capabilities, and skills :Minimum bachelor's degree in accounting, Business Administration, Economics, Finance Strong technical and analytical skills, including proficiency in Microsoft Office applications. Preferred experience using automation tools a plus (e.g., Python, Alteryx, Tableau) Degree or certification relevant or a related discipline.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: 03/21/2024 10:30 PM
Asset Analyst
JPMorgan Chase, Bengaluru, Any
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. Job Summary: As a Team Lead in the Markets Asset Servicing team, you are responsible for Income events across EMEA, WHEM & ASIA markets. You are required to ensure timely and accurate processing of income events, collection / payment of claims, timely reconciliation cash, stocks, wash across our Fixed Income / Equity and Prime Business. We work closely with internal stakeholders including trading desks, sales, finance and other operations team and work in partnership with clients, custodians, agents, depo, and 3rd party service providers. This interaction enables employees to gain an insight into other operations and obtain a high-level knowledge of the diverse range of the J.P. Morgan products. Job Responsibilities: Manage the Income Claims workflow, across multiple products like Prime, Equities and Fixed Income. Ensure all daily controls and processing are completed and signed off, including client service inquiry resolution, cash, and stock break, reconciling the security Liaise with multiple stakeholders (Agent banks, Middle Office, Internal teams, Senior management) Exercise sound judgment; act with integrity; protect our company, clients, and customers. Serve as a subject matter expert for the functions managed. Communicate efficiently and effectively with Senior Management & escalate issues in a timely manner. Perform periodic end to end process review, identify gaps if any & collaborate with control partners and relevant stakeholders to remediate process gaps Provide oversight, training, guidance to the team and ensure effective process training Identify ways to improve processes/procedures to enhance quality and/or productivity Act as a subject matter expert on procedural matters and be the funnel for communication with the global teams Required Qualifications, Capabilities, and Skills : 5 years of relevant industry experience processing Income claims across products like Prime, EQ and FI. In depth knowledge of working with agents like DTCC & Euroclear and navigating their platforms. Expertise in processing SPO, MT202, MT103 & MT599. Excellent judgment and decision-making skills; solutions oriented. Teamwork - the candidate must be flexible to manage processes and be able to work appropriately with stakeholders and colleagues at all levels. Ability to partner with multiple internal teams, external clients & 3rd party service providers. Ability to organize to prioritize workload to manage concurrent tasks and meet competing deadlines. Ability to influence stakeholders using effective communication and interpersonal skills. Preferred qualifications, capabilities, and skills : Minimum bachelor's degree in accounting, Business Administration, Economics, Finance Strong technical and analytical skills, including proficiency in Microsoft Office applications. Preferred experience using automation tools a plus (e.g., Python, Alteryx, Tableau) Degree or certification relevant or a related discipline.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: 03/21/2024 10:30 PM
Asset Management - Fund Controller - Associate
JPMorgan Chase, Bengaluru, Any
J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.As a controller professional in our Alternatives Financial Controllers team of Real Estate Assets, you will be working with an established team and support a large Institutional High Yield Portfolio. With your knowledge, you will be able to create investment strategies that will benefit our clients and the Asset Management business.Job Responsibilities:• Review Quarter end property financial statements, GAAP adjustments, variance analysis, asset and debt appraisals.• Review Fund's financial Statements, NAV pricing and management and incentive fee workings.• Calculate Investment level NAVs and IRR 's and Financial reporting and reconciliations.• Analyse of financial statements and other financial reports of investments to determine reasonability, accuracy and completeness.• Review of client allocations, client returns and Investor Capital calls and Distributions.• Provide requisite financial information to auditors, support senior level Financial Controllers/Portfolio Managers onshore and communicate with various external parties and take ownership of the review of business-critical financial numbers received.Required qualifications, capabilities and skills:• Qualified CA/ACCA/CPA with at least 4 years of experience in Fund accounting/financial Reporting and knowledge of the IFRS reporting.• Understanding of the Real Estate assets structures and operating models and accounting concepts like Deferred Tax & Impairment• Experience in review of Financial statements and Variance analysi• Good analytical skills & Strong accounting knowledge.• Good communication skills and ability to communicate clearly and concisely.Preferred qualifications, capabilities and skills:• Self-starter able to prioritize key tasks effectively• Proficient in Microsoft Excel and Word• Ability to work in high-pressure situation• Ability to work IndependentlyAbout 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: 03/21/2024 10:26 PM
Asset Manager_Associate
JPMorgan Chase, Bengaluru, Any
Job Summary:We are responsible for the capture, analysis and notification to clients of event information and deadlines, reconciliation and execution of client instructions to the market and reconciliation and posting of clients' cash and stock entitlements for Income & COACs.Job Responsibilities: Manage the workflow through the life cycle of Corporate Action & Income products Operational management and control of the daily workflow within the Asset Services team Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning Ensure all daily controls are completed and signed off including client service enquiry resolution, cash and stock break & event management as well as all key metrics are produced as required Own issues related to the Asset Services Department and ensure timely escalation to both Operational and Risk leads Ensure all team members adhere to global escalation policies, maintain up to date awareness of RED policies and procedures, attest to operational procedures at required intervals and actively comply with ethics and behavior standards People Management - Provide direction and leadership to the team. Provide effective communications to the dept, ensuring staff are aware of strategic and regulatory changes in the organization Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities Act as a focal point for issue planning or crisis review situations. The business demands flexibility in production processes and for technical assessments to be made in short time frames.Required Qualifications, Skills and Capabilities: Operation's Team Management in a daily environment is critical Operational subject matter expertise critical e.g. Reconciliation, Settlements, Trade Support Asset Servicing, Risk & Control and Custody experience Strong People Management skills, ability to Lead and Motivate Managers Strong ability to learn ongoing stream of new markets, products and processes Strong Risk and Control Awareness: Ability to effectively priorities workloads and work to critical deadlines Demonstrate Ownership and Accountability for Operational and Project Deliverables with a proven track record Confident communicator in all mediums to both internal and external clientsAbout 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: 03/22/2024 10:21 PM
Asset Management Specialist
TTEC, Andhra Pradesh, Hyderabad
When everything's connected, how we connect is everything… and we'd like to connect with you too! We are looking for you to help us deliver exceptional customer experiences as a IT Asset Management Specialist.At TTEC, we help global brands provide a great experience to their customers, build customer loyalty, and grow their business. We were founded on one guiding principle: customer experiences that are simple, inspired, and more human deliver lasting value for everyone. Your role brings that principle to life.TTEC, a 50,000 employee, global customer experience pioneer, is opening a new information technology and data science center of excellence in Hyderabad where you'll have the opportunity to get in on the ground floor of this expansion.As a technologist, we know you're in high demand. And we know it's important you find the right fit for your future. Have ideas you want to contribute? We're listening. Looking for exposure to different clients, different technologies? It's what we do. Want to make an impact on the future? We're innovating every day. Teamwork key? You'll have the opportunity to work on global projects with a knowledge-thirsty, international team. Join our inclusive IT team and you'll help create meaningful employee experiences that drive memorable customer experiences.You’ll be responsible for the life cycle management of HW and SW, training of sites in using the asset management system, processes and tools, software license tracking and site physical inventories and data reconciliation. Responsible for asset management assignment and tracking associated with the global On-boarding and off-boarding of employees within the asset management system..What you’ll bring to us:* Timely resolution of TTSD Asset Management Work orders in queue* Asset Management Site Physical Inventory which includes: Scanning of IT equipment (e.g. desktop computers, laptops, printers, servers, telecom equipment) (initial site scan within 3- 6 months of site set-up and annual physicals or as required), Inventory of Furniture & Fixtures, Training Site Facilities and IT leads on Asset Database Management Processes and Notifying management of any discrepancies in inventory reconciliation or current business practices being followed at site* Asset control management which includes: Performing reconciliation of actual physical count versus database records, issuing reports about the exceptions and initiate actions, Asset retirement management, Control of laptops and software Work with sites and other Teletech departments to ensure completion of tasks and compliance to company policies and procedures.* Software license and maintenance management which includes: Receiving software media and licenses, Maintaining software media library, License deployment in conjunction with approved TTSD work order and Conducting 3 way matching audit of all licenses utilized by the company and issue recommendation to management.* Data entry & analysis which includes: Updating and maintaining asset or inventory listing in the TTAM Asset database. Updating and maintaining settings or information for new hires/remote locations for region and Mass data upload/updates of database for assetsWhat skills you’ll need:* BS Computer Science graduate or equivalent courses* At least 1 year experience in Technology related position* With actual work experience in asset database, related tools and applications, Oracle exposure a plus* General knowledge and understanding of software licensing, preferredEmployment Requirements: TTEC requires all employees hired in the India to successfully pass a background check including employment credentials, education, permanent and current address verification and if applicable, immigration and work permit documentation as a condition of employment. Depending on location and client program, a drug test may also be required as a condition of employment. TTEC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. You will be asked to share with TTEC as well as its representatives, all such personal information that it may require to conduct such background verification and also agree to TTEC and its representatives collecting and storing such personal information and transferring the same, whether in India or abroad.
Asset Management - Client Onboarding KYC - Associate
JPMorgan Chase, Bengaluru, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Associate in KYC Team, You will be working with a highly qualified team in Anti-money Laundering regulations and KYC knowledge. The team is responsible for execute the onboarding and recertification of clients in adherence to the Firms KYC Policy. We perform public domain research and risk analysis in the system based on the Product, Booking location and other risk components. We review the materiality of Sanctions, Adverse Media screening and escalate the same using firms procedures. You will work with internal stakeholders to provide the requirements on the KYC file during such process. The team is also responsible to provide support on dashboard, change request and quality management.Job ResponsibilitiesExcellent public domain research to complete the KYC at onboarding and refresh and provide alternate documentation within the policy/regulatory guidelines.Develop regulatory knowledge across different regions such as US, UK, Luxembourg, Singapore, Hong Kong, Australia and Japan.Review the KYC screening such as negative media, PEP and sanctions and work with relevant stakeholder to review the risk.Partner with different teams such as front office, Compliance and senior management to review the risk and approve KYC profile within the SLA.Work with technology to enhance productivity and efficiencies.Required qualifications, capabilities and skills At least 10 years' experience with financial product analysis, KYC, AML, ComplianceSelf-motivated with a strong work ethicWillingness to work in a team-oriented, collaborative environment.Exhibit high willingness to collaborate with all levels of the organizationExcellent written and verbal communication skills (including in English)Ability to prioritize a variety of responsibilities and ad-hoc requests in a moderate to fast-paced environment; ability to learn and execute new tasks quickly and in real-timePreferred qualifications, capabilities and skillsProficient in Microsoft applications such as a Microsoft Word, Excel, Outlook and PowerPoint.Advantage for candidate with tech skills such as Alteryx, Python and Tableau.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: 04/08/2024 10:24 PM
Asset Management - US Client Onboarding Management - Associate
JPMorgan Chase, Mumbai, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.As an Associate in Client Services team, you will engage with key stakeholders across the Asset Management business to deliver tactical and strategic projects to identify and address areas of opportunity/improvement, reduce risk, enhance controls and develop reporting to improve our service to both internal and external Clients.Job Responsibilities Work as an individual contributor for various funds and client mandates to create operational readiness Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review. Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion. Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks. Provide effective communication and regular status reporting to key stakeholders. Proactively identify risk and control issues to prevent and mitigate risks. Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work. Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.Required qualifications, capabilities and skills Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with at least 7 years of experience Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement. Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end. Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively. Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes. Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/11/2024 10:22 PM
Asset Management - LUX Oversight Contract Specialist - Analyst
JPMorgan Chase, Mumbai, Any
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist. As an Analyst in Client Services team, you will act as a central point of contact for Client Services/Sales Support Teams globally regarding client facing legal agreements contracting with JPM Job Responsibilities Act as a central point of contact for all CS/Sales Support Teams globally (Funds & Institutional & Liquidity) regarding intermediary and institutional legal agreements Act as interface between Sales Offices, Legal and the AML Team to ensure the best client experience during the on-boarding process and the client life cycle. Coordinate internal feedback and approval process e.g., Compliance, Legal, GFCC, GFCL and Tax Own Intelligent Contract Management (Legal Agreements Database) and managing a regular Legal Agreement Review cycle Develop expertise & training delivery on Intelligent Contract Management Manage stakeholder for initiatives concerning legal documentation, i.e., C-Doc project (harmonization of documentation and clauses) and the building of a Clause Library in partnership with EMEA Legal Act as a central point of contact for Ownership for and maintenance of legal/contractual templates Required qualifications, capabilities and skills A legal graduate or graduation in finance with considerable experience in review and abstraction of contracts with asset management or financial services organizations. In addition, the candidate should have the following experience: Excellent English communication and writing skills Experience in the financial services industry preferably with experience in review and processing legal agreements with counterparties in relevant systems Strong ability to analyze information and understanding of the main aspects of contract law and contract negotiation Ability to demonstrate ownership, work independently and multi-task in a fast-paced environment. Business knowledge of the investment funds industry Communication/presentation - excellent written and verbal communication skills with an ability to influence stakeholders in a meaningful and actionable manner Preferred qualifications, capabilities and skills Strong educational credentials Legal background and exposure to banking domain / experience preferredAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/11/2024 10:20 PM