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Automation - Associate
JPMorgan Chase, Mumbai, Any, India
Job DescriptionThe team focuses on developing and implementing the strategic vision for Operations. It includes three main pillars: Business Process Re-engineering, Operations Modernization and Business Transformation. In this role, you will help us implement our strategic vision through initiatives that help Operations attain the Target Organizational Structure, support the Business Transformation and modernize the processes and tools used. This role requires specific skills to design and build automation solutions.In this role you are uniquely placed to build solutions for Operations or leverage our partners in Technology by designing the process and requirements for a Technology implementation.Job Responsibility: Solve Business Problems through Process Design, Technology solutions and Operations User Automation Build tools that allow Operations to automate steps in a process or entire processes Collaborate with other Operations super users to build business analytics tools Design and understand business processes, so that automation efforts are focused on processes that are optimal. Collaborate with Technology and Project teams to leverage funded Technology projects, where there are opportunities to implement a more effective and scalable Technology solution Manage and prioritize initiatives that are requested by stakeholders, Integrate the vision will all the Operations Departments: Credit, Onboarding, Tax and Investment Operations. Solve Business Problems through Process Design, Technology solutions and Operations User Automation Collaborate with stakeholders to define project scope, objectives and deliverables. Required qualification, skills and capabilities: Technical skills are a requirement in order to build solutions that will bring an immediate benefit to Operations. Proficiency in Alteryx, Xceptor, unqork, Uipath, tableau, Power BI and such AI tools are an added advantage. Proven experience in business analysis and driving operational change/system development Technical skills to support existing tools when there are production issues and enhancements Strong knowledge of MS tools; Excel, PowerPoint, Visio, SharePoint Understand the business process and ensure that process improvement initiatives are run in conjunction where required Identify weaknesses in processes or tools to help steer the prioritization of Operations Transformation initiatives Experience working with diverse teams and managing different stakeholders. Project management experience is an added advantage. This role is instrumental in a new team in Operations that will help the group develop and implement its future vision for Operations and the Business. The role is a great opportunity to create the foundation to support the future Business complexity and growth.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: 04/01/2024 10:23 PM
Indirect Tax - Analyst
JPMorgan Chase, Mumbai, Any, India
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Indirect Tax professional in our Corporate Sector, you will spend each day defining, refining and delivering set goals for our firmIndirect Tax Hub Team is part of the Tax Team which supports the Businesses on tax-related issues, protects the Firm from tax-related reputational risk and ensures all Tax returns are filed in a timely and accurate manner. This Team supports multiple geographies (India, UK, Germany, Australia, South Africa, Netherlands etc) with their Tax compliance and Tax technology needs. You will assist with the compliance process including preparing the documents/working papers, following set control procedures and frequently communicating with internal and external stakeholders. The candidate will also learn about the different businesses, build work papers, analyse complex data and detect and resolve problemJob Responsibilities Run multiple reports, analyse and compile data to file JP Morgan's indirect tax returns. Calculate tax, reconciliation of data, financial accounting entries, monitoring of tax positions at a transaction level, preparation of returns and the filing of returns. Ensure meeting tight deadlines on a monthly basis. Assist with the development of new processes and ensure they are clearly documented. Ensure issues are raised / escalated and driven through to resolution. Ensure risks & dependencies are highlighted, with mitigation options presented. Support adhoc queries from Local and Global Tax Teams involving running data reports, undertaking data analysis and interpretation in a meaningful manner. Support JP Morgan's IT infrastructure in testing new systems releases. Run data analytical reports to identify inconsistencies with data and support IT module builds. Work with Technology and Tax Teams to ensure the smooth implementation of the firm's new software, including UAT, which will compliment manual compliance activities. Assist Local Management with other team initiatives to simplify processes Required Qualifications, Capabilities, And Skills Graduate with minimum 4 years of experience in India GST compliance and Tax Accounting. CA/MBA preferred, though not mandatory Good understanding of any country's VAT/GST Law. Ability to work with, and use, large amounts of data. Background in financial services operations is an added plus. Good analytical skills, a problem solver, logical thinker with strong attention to detail. Excellent written skills with clear, concise & logical documentation. Good communication, negotiation and relationship management skills Excellent organization & planning skills Creative problem solving and business process reengineering skills Preferred Qualifications, Capabilities, And Skills Team player with ability work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently. Knowledge of automation tools (Alteryx/Tableau) or experience with Transformation projects is an added plus About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/10/2024 10:28 PM
CRM Product Manager Marketing Insights - Payments - Vice President
JPMorgan Chase, Canada, Any
The Payments Transformation Team sits at the forefront of a rapidly changing Payments industry, seeking to keep J.P. Morgan at the cutting edge. The team is responsible for the Corporate & Investment Bank Payments business's Transformation agenda from strategy-to-execution to improve product delivery, organizational agility, and enable execution of innovative products and solutions to our clients. The team supports all product lines across Payments and sits central to leadership across our Product, Technology, Design, Operations, Sales, and Client Service & Implementation organizations, where capability building, agility coaching, commercialization, investment governance, technology modernization, and end-to-end product delivery optimization is top priority. As a CRM Product Manager within JP Morgan Payments, you will provide thought leadership, roadmap development, and solution assessments. You will be a strategic leader, conducting workshops with key members of the user community to ideate future state business processes. You will own the business process going forward, conducting user interviews to test our assumptions on what features and functions add the most value to the user community. You will create the product roadmap by prioritizing and sequencing the features & functions into a product roadmap. You will work with our Technology team to ensure what is being built meets the user objectives.Job Responsibilities Support global standardization of enterprise Salesforce and Marketo solutions and management of integrations to target state Engage stakeholders to define business requirements and define success criteria through user stories and story mapping Manage projects through the entire lifecycle: Assess and document current process and associated issues, understand desired state, process improvement design and recommendations, translation of business requirements to technical requirements, user acceptance testing and user implementation Ensure that all project milestones are met, and any risk/objectives are identified and resolved; ensure documentation of projects and technical requirements; adhere to compliance and regulatory constraints Create and maintain backlog in Jira to track key objectives, milestones, target dates, risks, issues, actions, and deliverables associated with targeted implementation plan Identify operational risks and ensure overall operational readiness and controls are in place prior to launch Collaborate with internal and external partners for the definition, planning, modeling, governance, and implementation of Salesforce CRM capabilities Participate in UAT and production validation; create and refine user stories for development teams Engage with stakeholders and capture needs using a variety of methods including customer journeys, empathy mapping, interviews, and story mapping Prioritize and define epics and user stories Participate in program agile ceremonies Required qualifications, skills and capabilities 5+ years of successful implementation experience with enterprise level solution in a complex organization Bachelor's Degree 7+ years experience with Salesforce 3+ years experience with Marketo, or Salesforce Marketing Cloud Strong experience of working with front-line sales and marketing colleagues to define future state business processes and in identifying features and functions which add the most value to the business Working knowledge of complex configuration, customization, and integration within complex enterprises Ability to look at create and optimize solutions within a complex framework Experience establishing and managing to strategic roadmaps and key milestone dates Exceptional communication skills and ability to communicate and present appropriately at all levels of the organization through written and verbal methods. Flexible, process-oriented, organized, with excellent analytical & troubleshooting skills. Preferred qualifications, skills and capabilities Knowledge of user experience and ability to communicate strategic priorities to technical resources 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.The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.Salary: . Date posted: 03/27/2024 10:30 PM
Control Management - Associate
JPMorgan Chase, Bengaluru, Any, India
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.As a Control Management professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firmAs a Control Management Associate, you'll be responsible for testing and ensuring the line of business has a sustainable and disciplined end-to-end control environment, identifying and escalating issues with a sense of urgency, and partnering with the Business to ensure issues are remediated in a timely manner. The team assists in top-down risk analysis, real-time control issue detection, escalation, root cause analysis, and remediationThe role sits within the First Line of Defense supporting the risk and controls management for Asset & Wealth Management. Key skills required would include - control testing, risk analysis and assessment, root cause analysis, risk issue tracking and process reviews. . Your output will be used to guide the business units toward a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols. The candidate needs to be methodical in their approach and adept at systematic documentation and reporting. Job responsibilities: Ensure partnership with stakeholders, evaluate and perform an end-to-end analysis of the business' risk and control environment to identify significant gaps and weaknesses and determine root cause of control breaks Ensure control testing and ensuring that controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies. Assist with development of Risk & Control Self-Assessment mapping and documentations through participation in end-to-end process walkthroughs and deep dives with assigned business unitsRequired qualifications, capabilities, and skills: Bachelor's Degree or equivalent in an accounting, financial or quantitative discipline with minimum 3 years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance preferred; or equivalent subject matter expertise in a relevant business related function/operation Key functional skills required: control testing, risk analysis and assessment, root cause analysis, risk issue tracking and issue management, reporting and process reviews. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) This role has a global outreach, and an extensive stakeholder management responsibility. Strong communication skill in English is a must, also the ability to effectively manage a wide and diverse stakeholder group. Excellent organizational skills; able to manage and prioritize assigned tasks across several groups and team leads Ability to manage multiple assignments, achieve deadlines, and deliver quality results within a team environment Collaborative team player able to develop meaningful and effective working relationships with fellow colleagues Ability to build strong partnerships with key stakeholders, and collaborate with business and control organization Preferred qualifications, capabilities, and skills Knowledge of intelligent automation tools - Tableau, Python, Alteryx or UI Path, or experience of partnering in a control transformation project Working knowledge of accounting principles and financial system workflow. Experience using various Business Intelligence tools. Strong problem solving and analytical skills Ability to understand both strategic and tactical direction and extrapolate functional process flows and business requirementsAbout 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.​Control Management maintains a strong and consistent control environment through a joint accountability model that aligns managers with each function and region to mitigate operational risk. The team focuses on four areas: Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies and Control Governance & Reporting.Salary: . Date posted: 03/27/2024 10:28 PM
Finance Business Partner - Programs
Michael Page, Melbourne CBD
Assist with optimising processes and enhancing templates relating to grants.Distribution and associated monitoring and evaluation of Targeted program funds and grants, including managing related government accountability, reporting requirements, and completing necessary documentation to facilitate the yearly acquittal process for Targeted Programs.Assist with the financial management of sector wide projects and initiatives including protocols for funding distribution.Support the preparation of target programs budgets, including drafting reports to the relevant subcommittees of the Board and/or the Executive Leadership Team on matters relating to the funding of target education programs.Undertake analysis, quality assurance and the moderation of budget reports, expenditure and distributions to schools against the annual budget.Work and collaborate closely with the Finance and the Education Programs and Support Teams to drive continuous improvement and support strategic targeted program funding initiatives.Provide strategic input and assist with day-to-day operational queries and solutions and supporting high quality work outputCA/CPA QualifiedExperience in financial management, management accounting.Prior experience managing funding requests and allocations would be advantageous.Experience across Grant AcquittalsExperience using Power BI is desirable but not a must haveManagement reporting and monthly tracking of expensesPrevious management of multiple cost centresPrior experience across the Education or Government sectors would be advantageous
Business Support Management - Access Management Associate
JPMorgan Chase, Bengaluru, Any, India
Business Support Management (BSM) is a function within Corporate & Investment Bank (CIB) Finance & Business Management. You will be part of the group responsible for administrative and control-focused support to our CIB businesses.You will collaborate with people across all levels and multiple lines of business to execute deliverables e.g., Business Managers, CIB BSM global counterparts, and Internal Business Partners such as Business Control, Compliance, Human Resources, and Technology.Job responsibilities Management of on/off boarding process e.g., verification checks, provision of technology and management of technology accesses including hardware, applications, market data for joiners and leavers Implementation of controls including consecutive leave, physical access management, business resiliency support, centralized policy and procedure; Communicate and coordinate implementation of firmwide policies and changes in strategy; Partnership with regional and global teams to ensure business initiatives are achieved Real Estate coordination including space planning, move management and location strategy; Represent CIB in firmwide and regional real estate strategy reviews and execution of associated logistics; Liaison with Global Real Estate and Facilities on projects and day to running of our locations Ensuring accuracy of headcount projections used in space planning; Reporting and analytics on our headcount and real estate footprint; Manage space assignments to optimize the utilization Analysis of operational changes and assess the change impact. Analyze and summarize data for presentation and interpretation Assist in day-to-day issues that arise e.g., seating constraints and Tririga/data issues Handle ad-hoc requests from business related to technology, real estate, resource allocation etc. Plan and oversee ad-hoc projects from execution through completion. Respond to audit and compliance queriesRequired Qualifications, Skills and Capabilities Proven people management track record, especially in managing change Ability to implement new processes, escalate issues and communicate with influence Ability to analyse processes and issues: troubleshoot, make connections, leverage data and problem solve. Experience in operating across multiple locations, with different languages, customs and cultural backgrounds. Strong control mind-set and attention to detail, Previous working experiences of control functions would be valuable Excellent communication skills, with a proficiency in both written and spoken English Minimum 5 years working experience, preferable Investment Banking Preferred Qualifications, Skills and Capabilities Work independently whilst also operating effectively in a team based environment Demonstrate strong attention to detail, Be a self-starter, prioritize and manage a demanding workload Strong Microsoft Office capabilities especially excel and power point Develop relationships and demonstrate influence across a range of functionsAbout 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.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/16/2024 10:24 PM
Finance and Risk Manager- Eastern Melbourne PHN
Michael Page, Eastern Suburbs Melbourne
The Finance and Risk Manager will lead on the following-Financial Systems Policies and ProcessesResponsible business owner of all financial systems - this includes Access Financials, Attache payroll and any other financial systems, ensuring they provide the business with accurate and timely financial information.Ensure the financial structure is aligned with the company agreed governance, operating and accountability framework.Ensure the organisation's leaders and employees are well trained and educated in the financial structure and risk function and ensure business partnership with all business units to enable ongoing and sustainable practices are maintained.Ensure policies, procedures, systems, and controls are in place for the finance and risk function regularly reviewed.Identify and deliver on strategies and improvement projects to maximise quality and efficiency and ensure outcomes are aligned to the operational and strategic direction of the organisation.Financial Reporting and BudgetingDrive management and financial reporting to support the business in decision making.In collaboration with the COO, set the agreed budgeting reporting regime and timetable as part of the annual cycle.Manage the Financial reporting across the company based upon the agreed reporting regime and timetable.Produce Monthly financial reporting for Portfolio and Workstream Managers, Leaders, Executive Leadership Team,Manage the Budgeting process based on the agreed timetable and ensure all ELT, Board and Committee papers relating to budgeting is delivered as required.Attend Executive Team, Board and Committee meetings to present financial reports and budgets.Risk ManagementManage the organisation's risk management framework and foster cultural and functional alignment in relation to risk.Oversee the process of the annual risk-based internal audit plan, detailing key strategic and operational risks within each Business Unit.Develop and implement a business continuity roadmap with integrated outcomes such as emergency management and technology solutions.Support internal teams to identify and manage risk across the organisation.Lead risk identification and management during structural or core process changes.Report on risk to the ELT, Board and relevant committees.Mange insurance, providers and details included therein, including the annual renewal process.Compliance and AuditEnsure all financial related activities and records are maintained, up to date and are in accordance with statutory reporting requirements, organisational policies and applicable accounting Standards and Australian Securities & Investment Commission legislation.Oversee and ensure appropriate external audit preparation and outcomes.Ensure the audited financial provider statement is reviewed with accuracy and all is to meet requirements.Ensure the implementation of the audit recommendations are put into place across the Finance Unit.The successful Finance and Risk Manager will meet the following criteria-CA/CPA QualifiedCommercial experience working in a fast paced environmentExperience in managing both finance and risk functions.High-level financial management skills and interpretation of detailed financial projections, reports and analysis.Experience in risk management across a multidisciplinary organisation.Ability to develop, influence and lead strategy in a collaborative manner supporting large transformation.Demonstrated experience in leading and mentoring teams to improve performance, innovation, efficiency and culture.Capability and experience in leading and implementing change management.Demonstrated capability in planning, implementing and evaluating to meet organisational outcomes.Ability to be agile and flexible in approach to work with a continuous improvement mindset.
Business Analysis Manager - Vice President
JPMorgan Chase, Sydney, Any
Are you a detail-oriented professional with a passion for Fund Services? We are seeking a highly motivated individual who will play a crucial part in supporting the firm's Securities Services business where you will work on key projects with high profile clients. As a dynamic and driven professional, you will play a pivotal role in the Fund Services team where you will have an opportunity to elevate your career to the next level.As a Business Analysis Manager in the Fund Services team, you will be responsible for engaging and working with project stakeholders to facilitate both client facing and internal workshops to understand and define as-is and to-be end to end operational business process flows across multiple client change projects.Job responsibilities Defining end to end business operating models, conducting gap analysis and partnering with stakeholders to deliver risk adverse business solutions Steering client due-diligence workshops Liaising with internal teams and clients to define and monitor service delivery goals and deadlines. Establishing infrastructure recommendations based on business requirements for new and existing operations initiatives. Ensuring all changes to products, best practice and operating models are clearly understood by all stakeholders and implemented in a controlled manner. Ensuring solutions are in alignment with dependent processes and applications. Delivering business readiness sign off for assigned projects prior to implementation. Ensuring business readiness governance, making sure change is completed successfully across operations. Reviewing of Business Intelligence (BI) procedures, identifying and implementing efficiencies and improved controls allowing team to engage with the business and deliver projects utilising best practice. Required qualifications, capabilities and skills Proven business analytics skills with detailed knowledge across a financial operational environment Effective understanding of mutual fund accounting operations and associated assets, including experience in Net asset value (NAV) calculations, unit pricing and financial reporting processes A business analysis accredited qualification i.e. Information Systems Examination Board (ISEB) (or studying towards completion) Minimum 15 years' global financial industry experience within top tier investment management or financial services firm Ability to identify and analyse problems and propose effective corrective solutions to meet term business, financial and/or system requirements Demonstrated ability to deliver on operational and/or project objectives to tight deadlines and high expectations Ability to handle multiple in-flight projects and deliver within given timeframes Excellent stakeholder and client relationship management skills Ability to travel domestically (up to 20%) Preferred qualifications, capabilities, and skills A Project management accredited qualification is desirable i.e. Projects IN Controlled Environments (PRINCE2) (or studying towards completion) A Process review/improvement accredited qualification i.e. Six Sigma (or studying towards completion)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 TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 04/03/2024 10:25 PM
Securities Services - Product Development Onboarding - Associate
JPMorgan Chase, Mumbai, Any, India
Seeking product development associate to help strategically transform onboarding platform and tools through a data driven approach.As a team member on the Securities Services Onboarding Product Development team you will an integral part of developing and delivering the vision and strategic roadmap for the On-boarding Transformation.Development of data driven tools and processes for simplification, standardization and optimization across People, Products, Process and Systems in support of on-boarding for the breadth of the Securities Services products is key focus area for the group. As a product development associate you will spend you day-to-day leading the delivery of projects aligned to the end-to-end onboarding for Securities Services products & services strategic roadmap. As a product development onboarding associate, you will work closely on implementing data strategy with Client Onboarding teams, Middle Office teams, Product Development, Data Architects, and various Technology teams to execute and ensure delivery of projects according to agreed timelines and budget. The candidate must demonstrate business leadership and technical skills to learn/understand the technology infrastructure. This role will identify opportunities to improve efficiency and will communicate clearly at all levels, engaging with senior stakeholders for strategic direction. Job Responsibilities: Define complex business data requirements in a simplified manner Help develop strategic vision and solutions for end-to-end onboarding platforms in collaboration with firm wide teams, and Securities Services teams with a sharp focus on business benefits, client service, and controls Owning end to end of the product & process, and the ability to interpret how alternative courses of action impact downstream processes and groups. Interact with all levels of management and operations to review, understand, document, and communicate objectives, business/program needs, risks, constraints and issues. Document traceability of requirements to business objectives - ensure that all requirements are all in support of the business case. Prepare business requirements, review functional requirements, monitor system development/ implementation, User Acceptance testing, production deployment and roll-out, in alignment with business priorities, ensuring product is delivered on time and on budget. Supporting operations team in defining operational processes to support the product. Identifying and manage risks/issues; create solutions to address limitations while minimizing time to market and minimizing control/operational risk. Required qualifications, capabilities and skills : Experience within a financial services product development or onboarding-focused operations or technology role with a strong focus on business analysis and change management. Adept at stakeholder management and demonstrated ability to engage with diverse set of stakeholders. Energetic self-starter that takes initiative and has demonstrated effectiveness working independently and in multi-disciplinary team with the ability to communicate clearly and confidently and influence senior stakeholders. Problem solving skills - demonstrated ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions aligned with strategic goals with a risk and controls mindset Strong data analytics - advanced ability to analyze and interpret data, identify themes, strengths and opportunities and rationalize data to deliver meaningful and commercial metrics for all projects. Strong MS Office skills - Excel, Share Point, Access, Word, Visio and PowerPoint. Strong time management skills, with an ability to multitask and work under pressure and engage with colleagues across regions and time zones. Preferred qualifications, capabilities and skills: Prior experience in client-facing onboarding or product development role within Custody and Fund Services is highly preferred. Prior experience in Securities Services business areas will be highly preferred. About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.Salary: . Date posted: 04/03/2024 10:24 PM
Sustainability Reporting - Associate
JPMorgan Chase, Bengaluru, Any, India
As an Associate in Sustainability Strategy and Operations team, you will be responsible for the Firm's carbon management strategy. This includes tracking and reporting the Firm's GHG emissions and progress toward our operational sustainability targets.You will also coordinate the implementation of operational sustainability efforts across the corporate functions. Additionally, you will manage sustainability-focused employee engagement, and identify and source carbon credits.Job Responsibilities:The Sustainability Strategy & Operations Associate will have an important role in supporting the team's reporting priorities, including: Lead firmwide (internal / external) report production and on time delivery of the existing reporting requirements Take end to end ownership of the reporting deliverables and associated SOPs Support implementing new reporting requirements such as CSRD with internal stakeholders and external emissions vendor Engage with external emissions vendor on building reporting modules based on the requirements and ensure alignment with firmwide reporting Lead and collaborate with internal partners to build / enhance transformation and QC Alteryx workflows. Document the data transformation and QC workflow process for resiliency and efficiency Build and maintain strong relationships with global stakeholdersRequired qualifications, capabilities and skills: We are seeking a candidate with 8+ years of professional experience Strong project management and organizational skills, including attention to detail Proficient in Microsoft Office (Word, Excel, Visio, PowerPoint); advanced excel preferred Working knowledge of business intelligence and analytics tools such as Alteryx and Tableau with experience building and maintaining Alteryx workflows; Alteryx certification - Designer Core preferred Strong interpersonal skills, including the ability to work collaboratively in a small team and proactively cultivate relationships with a diverse range of internal and external partners Ability to excel in a high-performance, professional environment, while managing multiple projects under tight deadlines Strong analytical, critical thinking and problem-solving skills, including the ability to connect and distill trends and insights Excellent communications skills (verbal and written) and presentation skillsPreferred qualifications, capabilities and skills: Project experience in executing assignments in the areas of Sustainability reporting, interpretation of global regulations and standards namely CSRD, SEC, TCFD, and other ESG KPIs Stellar academic credentials (Bachelor degree or equivalent, MBA or post-graduation in environmental science preferred), at least 3+ years of experience in Finance and accounting, Data science, Real estate or Sustainability reporting Excellent judgment Strong initiative, entrepreneurial spirit and ability to think creativelyAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/03/2024 10:23 PM
Business Manager Vice President - Merchant Card Finance
JPMorgan Chase, Toronto, Ontario, Canada
This is a time-pressured and high-profile position which is instrumental in assisting/advising senior management as well as coordinating with internal stakeholders to achieve strategic and tactical objectives.Job Responsibilities Define and implement new business strategy and strategic initiatives Build business case for business transformation, investments and system development, etc. Lead or participate in cross functional projects for revenue enhancement, process improvement and expense optimization Analyze financial performance, including revenue and expenses; monitor new sales achievement and client renewal activities Perform analytics such as sales channel productivity, client retention, staff performance metrics, etc. Collaborate with various Finance teams for annual budgeting and forecasting activities Track and report major risks, opportunities, critical gaps, etc.Qualifications Bachelor's degree in Business, Finance, Economics, or other related area Prior Business Management experience Highly motivated self-starter with excellent time management/prioritization skills Self-motivated, tenacious and able to work with high degree of independence Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Knowledge of Salesforce, SQL and Alteryx would be an assetAbout 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.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/03/2024 10:18 PM
Manager - Future Capabilities FP&A
Adidas, Chennai, Tennessee, India
Purpose & Overall Relevance for the Organization: Be a key player in further improving, streamlining, and innovating Financial Planning, Reporting and Analysis processes, procedures, tools in the adidas Finance organization by exploring and leveraging the power of adidas standard - Business Intelligence Tools (MS Power-BI from Frontend and Backend perspective), Advanced Analytics (incl. Machine Learning) and other technologies. The position holder will support our Digital Finance transformation and the change to a modern Reporting, Planning & Analysis mindset within the FP&A community.The position holder will support building, managing, and coordinating the India Corporate Controlling / Future Capability Hub for the assigned area. They will collaborate with the rest of the Finance organization in conducting the right technical setup and tool portfolio for supporting the budgeting, forecasting, reporting and cost monitoring processes for the adidas company. As the single point of contact (SPOC) for the assigned area of responsibility, the position holder will support steering the business to achieve (financial) targets as well as strategic goals. Key Responsibilities: Leadership Build and lead an efficient and high performing team, with a strong quality, innovation, and service mindset. Develop functional, technical, and social skills within the team and drive continuous learning, and individual growth. Develop and continuously improve training, onboarding, and documentation processes to ensure long term knowledge retention. Create positive team spirit and a highly engagement, motivating environment to enable team members to perform and keep attrition low. Ensure smooth operation of the business by taking on ownership for related actions. Drive the automation/standardization of processes, procedures, and ways of working across the assigned area of responsibility and cross functionally by analyzing deliverables and initiating both continuous improvement and / or change initiatives. Innovation/Future Capability Innovate Financial Planning and Analysis/Reporting processes, procedures, tools, and ways of working by pro-actively identifying opportunities to leverage analytics and technologies Analyze existing processes and implement technological improvements, to drive efficiency in working procesdures across relevant teams Improve storytelling through data visualization / dashboards specific to the needs of a variety of different stakeholders, i.e. senior executives, Finance professionals, cross functional business leaders / teams, etc. Ensure End-2-End automation process between Business Intelligence Frontend (Power-BI) and Backend (Lakehouse-Databricks) for the ease of Visualization/Dashboard creation. Others Lead small and medium sized projects, implement findings, and ensure sustainability of achievements. Drive/Track Reporting, Dashboarding and Tool implementations from Project Management perspective. Provide comprehensive expertise for assigned functional areas/systems and processes towards the Internal HQ Corporate Controlling team Key Relationships: Finance Teams in assigned area of responsibility. GBS Finance team / GBS Innovation Team adidas Finance Team Business transformation team (TRANS4RM project) Global Data & Analytics Team (DNA) Accounting, Taxes, Treasury HR Knowledge Skills and Abilities : Authentic belief in the power of analytics and technological development, a strong will to innovate ways of working combined with the proven execution ability & stamina to effect lasting change. Experience in Digital Finance transformation a strong plus. Excellent BI Frontend/Reporting/Dashboarding capabilities: Power BI, SAP Analytics Cloud, SAP Analysis for Office (Power-BI Architect Level) Comprehensive understanding of Finance and Accounting principles, processes & structures. Technical expertise: Thorough understanding of relational databases /DW/BW (SAP, Databricks) as well as Microsoft VBA/SQL/automation tools Excellent communication skills and ability to manoeuvre in consistently changing environment. Strong ability to translate business requirements into technical specifications. Good Knowledge of Python, R or other statistical computing languages / tools is a plus. Comprehensive financial statement analysis capability paired with a well-developed business acumen and multiple years of hands-on experience in commercial finance in an operational Finance environment. Ability to coach, guide, manage, and develop mid-size teams. Excellent problem solving and analytical skills, managing large data quantities from multiple sources. Thorough understanding of the complexity, interactions, and dynamics within an international company Proven track record in successful teamwork being part of global, multinational projects. High degree of customer orientation Able to constructively work under stress and pressure when faced with high workloads and deadlines. Ability to read, write and communicate in English in a business setting. Requisite Education and Experience / Minimum Qualifications: University degree in Information Technology Business Administration/Finance/ Controlling experience preferable. Leadership experience 7+ years relevant work experience in Information Technology/as a Power-BI Developer/Architect or equivalent Broad and deep understanding of job function Experience in a Shared Service environment. Lean training certification Salary: . Date posted: 04/01/2024 08:11 PM
Senior Presentation Specialist - Analyst
JPMorgan Chase, Sydney, Any
Be part of a multi-function global organization providing essential support services and solutions mainly to the Global Investment Banking division within the firm. Join our Global Corporate Finance Operations (GCFO) team where you will be able to make an immediate impact as a Presentation Specialist. It is a creative role where there is a design element to the service you are providing. As a Senior Presentation Specialist in our Global Corporate Finance Operations (GCFO) team, you will be responsible for the creation and formatting of documents such as pitch-books, proposals, and other types of presentations following JPMorgan brand requirements, primarily using the Microsoft Office suite of applications (PowerPoint, Word and Excel). In your new role, you will be a creative agent who creates visually compelling materials for our internal and external clients. You will have a strong understanding of the principals of graphic design and adept knowledge of design software, such as Photoshop and Illustrator is vital. Your new role will evolve in line with the Firm's digital transformation strategy and the needs of the business.Job responsibilities Produce timely presentations demonstrating brand consistency and accuracy through the ability to proof own work Engage directly with bankers to ensure understanding of the information and data being shown, exploring the best way to convey it using creativity - in terms of color, imagery, layout and infographics Encourage and seek feedback to evaluate service standards to ensure positive banker experience Embrace and build team relationships both locally and globally by collaborating on projects and initiatives Possess passion to enhance presentation proficiencies by utilizing learning & development opportunities and tools Provide training and support to others , including conducting workshops, mentoring, or serving as a resource person to assist others in understanding our products and tools Be a trusted liaison and advisor to front office by assisting them with creating impactful visuals and uplift story-telling Research, learn and promote the latest tools in the design industry and creative space to peers and clientsRequired qualifications, capabilities, and skills Advanced technical knowledge of Microsoft Office Suite (PowerPoint, Word, Excel) Proficient knowledge of HyperText Markup Language (HTML)/JavaScript/Web knowledge Effective attention to detail, with the ability to think creatively and critically Ability to work in a fast-moving environment, prioritize urgency, and thrive under pressure Handle sensitive and confidential information with discretion Highly client centric and has sense of urgency Ability to problem solving skills and exercise good judgement Adaptable, Flexible and has a Can-Do attitude Effective communication with excellent oral, written, and grammar skills Preferred qualifications, capabilities, and skills Bachelor's degree and a minimum of 5 years of work experience, preferably in the Financial Industry Experience with motion graphics and animation is a plus Adept knowledge of Adobe Creative Suite or other similar advanced applications is an assetAbout 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.Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.Salary: . Date posted: 04/04/2024 10:30 PM
Global Fixed Income Transformation - Associate - Project Manager
JPMorgan Chase, Mumbai, Any, India
Join our Corporate & Investment Bank at JPMorgan Chase & Co., a global leader in investment banking and financial solutions. We're trusted by significant corporations, governments, and institutions in over 100 countries, and we value diversity and inclusion. Our FICC Transformation team is dedicated to large scale change initiatives across business units, including the Athena Program, which focuses on re-engineering and consolidating business components. Join our team that provides end-to-end technology solutions for the firm's Investment Banking, Sales & Trading and Risk Management business areas, including the implementation of Athena, a strategic platform for processing and risk managing securities and derivatives. This is an opportunity to join a versatile team with a track record in delivering innovative, revenue-enhancing solutions.As a Global Fixed Income Transformation - Associate - Project Manager within the FICC Transformation team, you will be responsible for managing medium-sized implementation and testing projects. You will act as a Subject Matter Expert on Derivatives asset class and lead or participate in multiple global/regional Implementation projects simultaneously. You will collaborate with stakeholders across various departments and work closely with developers to deliver build/track/test Jiras. Your role will also involve project level analysis, end-to-end test management, and delivery management through vendors and internal entities. This role provides an opportunity to work in a dynamic, innovative environment and contribute to the success of the organization.The Athena Program is a multi-year Initiative under the FICC Transformation. The Initiative is focused on re-engineering and consolidating all components of the Rates, Credit, Commodities, Equities and FX Businesses across Front, Middle and Back Offices as well as the Technology footprint in supporting each. Job Responsibilities Manage medium sized implementation and testing projects ,actively seek and apply Process Improvements across the project and BAU Processes. Lead or participate in multiple global/regional Implementation projects simultaneously. Create and maintain project schedules by developing project plans and specifications, estimating time and resources, monitoring milestone completion, tracking all phases of the project lifecycle. Manage Stakeholder expectations with regular updates on project progress and highlight Risk/dependencies and path to resolution. Senior Management Communication on progress, risk etc. Resolve escalated Risks, Assumptions and Issues management Collaborate with stakeholders across Front Office/Middle Office/Back Office/Finance and other functional groups Gather/documents/review user requirements across user groups. Provide project level analysis - producing required project analysis documentation (requirements, scope matrix, use cases, flow diagrams, proposals, UAT plan, migration plan, Run book etc.)End to End Test management including creation of automation scripts, defect & Gap analysis etc. Create and maintain issue logs, meeting minutes, meeting schedules, project summaries and updates. Maintain global consistency for solutions and technical implementations. Provide sign-off for changes to be promoted to production post testing. Delivery management through vendors and internal entities like data centers, development teams.Required qualifications, capabilities and skills Degree in Engineering or Computer Science with minimum 6 years of relevant experience in business analysis, Project Management and testing experience Formal training in Project Management Should have lead or been actively engaged in complex Global implementation programs preferably in Finance Domain. Experience in FX, Derivatives, finance, banking domain Should be experienced on working with global teams. Hands-on Experience of Business Analysis & Project Management tools Hands-on experience with Visio, Microsoft office suite (including Macros) Good understanding of major relational database management systems Oracle, Sybase etc. Knowledge on python scripting & Hydra databases along with familiarity on Unix and Windows•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: 04/02/2024 10:26 PM
Private Banking - Client Operations Associate
JPMorgan Chase, Mumbai, Any, India
As an associate in the account opening/maintenance team, you will be responsible for ensuring the accurate processing of opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. The role demands you to manage various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams and/or manage a team. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, you may be the perfect fit for our team. Job Responsibilities Connect/Engage with stakeholders to drive change, handle timely escalations leading to a better customer experience Be Agile and Flexible in multi-tasking as per the business need Ensure that the team produces high quality performance and accuracy to best meet our client's needs and expectations Ensure adherence to all service level commitments, process controls and escalation policies Work closely with team members to maximize efficiency & productivity Proactively focus on issues and adjust rapidly to changes in the team, the market or Wealth management to deliver sound recommendations for process improvement Manage the team effectively to ensure that all deliverables are completed in a timely manner Ability to question the status quo and drive changes. Required qualifications, capabilities and skills Bachelor's Degree in Business Administration or Finance or equivalent work experience of min 8 - 10 years Ability to build strong partnerships with key stakeholders, management and colleagues Strong organizational, prioritization, interpersonal and problem solving skills Assume ownership and responsibility to accomplish team goals Have strong intellectual capacity for process improvements Detail-oriented, results-focused & control oriented mindset Identify critical requirements & potential gaps by understanding complex and interdependent processes and suggest/implement solutions. Experience of managing transformation & change agenda and a familiarity with tech tools like alteryx, UI path, Tableau, Python, AI/ML is preferred Experience in creating detailed MIS reports, Presentations and presenting data to Sr. Mgmt 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: 04/05/2024 10:28 PM
Global FICC Transformation - Program/Project Manager - Vice President
JPMorgan Chase, Mumbai, Any, India
You are a strategic thinker passionate about driving solutions in "Project/ Program management". You have found the right teamAs a Project/Program Manager within our Digital & Platform Services Market Operations Transformation team, you will be tasked with defining, refining, and achieving the set objectives for our firm. Your responsibilities will include overseeing the delivery of Strategic End State Programs that aim to scale, reduce risk, and enhance the overall client experience. You will be leading governance routines, managing work streams and projects across Market Operations. This role necessitates collaboration with various internal teams and business leaders to deliver Target State Solutions that align with our strategy, cost optimization, regulatory reporting, and end state client experience.As a Project Manager for Markets Operations Cross-LOB Initiatives, you'll manage strategic and tactical projects, and provide analytical, reporting, communications, and change management support for Markets Operations senior management. Projects may include digitization/automation, operational efficiency, regulatory, control, business resiliency and/or people initiatives. Job Responsibilities: Lead, manage, and drive execution of key programs across multiple Markets Operations areas. Support the governance infrastructure and protocols of the program. Manage end-to-end delivery of projects/programs, partnering closely with teams across Operations, Technology, Sales & Trading, Data & Analytics, Legal & Compliance, Finance, Human Resources, and other corporate functions. This will include project planning and analysis, resource management, driving or overseeing project execution, and reporting of status to senior management. Conduct data collection, data analysis, and synthesis to develop recommendations for management or to inform management decisions. Leverage the latest digital tools and technologies to support development of scalable, leading-edge solutions. Provide reporting, analytical, communications and project support to senior Markets Operations management Design and documentation of organizational and operational processes to support program execution. Partner within the business and senior-level stakeholders to achieve stated goals. Lead problem solving and data driven decision making inclusive of process design, re-engineering, and target state modeling.Required qualifications, capabilities and skills Bachelor's degree required. Minimum10years project management / business analysis experience Markets or other related financial services experience is must; experience in an operations and knowledge of industry regulations Excellent written/verbal communication and presentations skills targeting various stakeholders and senior management. Intermediate/Advanced experience using Microsoft Office, including Excel, and PowerPoint Excellent analytical and logical thinking to understand and analyze complex business problems. Strong data analysis skills, including analysis of operational, process, and financial data. Strong organizational and prioritization skills, detail-oriented, and strong interpersonal and influencing skills. End-to-end project management experience, including scoping, business case development, implementation, results measurement and change management. Ability to analyze and resolve project-related issues and follow through with set objectives. Experience with emerging technologies and the latest digital tools 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 TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 04/05/2024 10:24 PM
Credit Risk - Analyst
JPMorgan Chase, Bengaluru, Any, India
Job Responsibilities:In this role, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Your primary responsibilities and functions are as follows: Partner with Underwriters and Lending Specialists to capture terms and conditions stipulated in the credit approval and legal documentation into the corporate credit platform. Establish and monitor proper linkages between the Corporation Credit Systems. Coordinate with internal staff (Underwriters, Lending Specialists, and Wholesale Loan Services) and external constituencies (customer, legal counsel) to ensure approved facilities are correctly booked for loan closings. Coordinates the global approval for cross Lines of Business requests to include exposure to customers that are managed by units outside of the family responsibility area. Ensure that Country of Risk allocations are accurate and/or that Senior Country Officer concurrence is obtained, if required. Assist in issuance of letters of credit and amendments and monitor/manage ARC LC queues for approvals of new and evergreen LCs. Manage and monitor credit exposure information on the corporate credit systems. Coordinate all administrative aspects of portfolio management on a day to day basis including, but not limited to, identifying unlinked outstanding, over limits, temporary facility extension or increases. Support the information needs as a result of internal and external examinations, portfolio reviews, credit audits and quality reviews. Manage market and Lines of Business transfers as clients and facilities are moved to new markets or to other Lines of Business Creation of and maintaining client information records in internal systemsAdditional core responsibilities include: Regulatory reporting updates for CCAR dates post loan set up Unilateral notice mailing and tracking activities Identification of trends specific to market, individuals or process and recommendation of training or process updates Participate in strategic initiatives including Loan Doc Platform integration to streamline DocuSign and WLS activities Signature Validation processes to confirm valid client signatures Ensure consistent global use of key data elements - Reg U form and execution, Reg Z minimum amounts, specific Operational flags and RRC codes associated with evergreen and purpose credits Engage in relevant global consistency initiativesRequired qualifications, skills and capabilities: B.A., B.S., or relevant work experience MS Office, MS excel, SharePoint Experience Min 0- 5 years' experience in Financial Services environment Legal documentation knowledge-ability to read and understand legal terms and conditions Ability to interact with varying levels of management throughout the organization Ability to represent AWM in all working groups that involve decision making on behalf of the business Credit concepts, policy/regulatory framework, loan and derivative products Credit Risk Infrastructure, tools and processes a plus (ARC, EN, SRGT, CRRT, OWL, SELM, etc.) Strong technical skills - Excel, data mining and management, Microsoft office Transformation skills a plus-Signavio, Alteryx, XceptorAbout 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: 04/05/2024 10:20 PM
Senior/Lead Account Solution Engineer - Retail & Consumer Goods
Salesforce, Bangalore, Any, India
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 are thrilled to offer an exceptional opportunity for a visionary Presales professional to join our team, focused on revolutionizing the Retail and Consumer Goods vertical in Bangalore, India! This role presents an exciting chance to collaborate with a rapidly expanding and dynamic industry, showcasing the innovative capabilities of Salesforce applications and platforms. We are seeking a candidate who is not only proficient in Presales but is also deeply passionate about driving impactful change and fostering continuous learning and personal growth.The ideal candidate will have a proven track record of partnering with Retail and Consumer Goods organizations to drive tangible business outcomes through cutting-edge technology solutions. They should possess a keen ability to engage with both business and technology leaders at the highest levels, effectively communicating the transformative power of Salesforce.More than just presenting features, we are looking for someone who can passionately articulate the profound business value that comes from embracing change and leveraging Salesforce as a strategic partner in this journey towards digital transformation.If you are an innovative thinker who is enthusiastic about your work, dedicated to ongoing learning, and driven by the prospect of personal and professional growth, we encourage you to apply.Typical Day of a Solution Engineer: Strategic Partner: Collaborate closely with Sales teams to navigate territories, fostering productive relationships with prospects and existing customers.Insightful Discovery: Lead outcome-driven conversations to deeply understand and define customer business requirements during discovery calls.Visionary Solutions: Co-create future visions for customers on the Salesforce platform, aligning short and long-term goals to drive digital transformation.Dynamic Demonstrations: Bring visions to life through compelling product demonstrations, showcasing the versatility and potential of our platform.Continuous Growth: Engage in ongoing training and certification programs to expand and maintain expertise, staying ahead of industry trends.Feedback Champion: Act as a liaison between product and enablement teams, offering valuable field insights to drive solution evolution and enhancement.Trusted Advisor: Share expert perspectives on the business value provided by our solutions, building confidence and trust with potential customers.If you're passionate about driving meaningful change, facilitating impactful conversations, and delivering innovative solutions that drive business outcomes, we invite you to join us in shaping the future of Salesforce-powered transformation.Specific Responsibilities:Provide thought leadership in how large enterprise organisation can drive customer success through digital transformation.Ability to uncover the challenges and issues a business is facing by running successful and targeted discovery sessions and workshops.Be an innovator who can build new solutions using out-of-the-box thinking.Engage with business users to build solution presentations, demonstrations and prototypes.Build roadmaps that clearly articulate how partners can implement and accept solutions to move from current to future state.The ability to authoritatively present and articulate the business value to managers and executives of all levels.Deliver functional and technical responses to RFPs/RFIs.Work as an excellent teammate by chipping in, learning and sharing new knowledge.Demonstrate a conceptual knowledge of how to integrate cloud applications to existing business applications and technology.Lead multiple customer engagements concurrently.Be self-motivated, flexible, and take initiative.Required Skills:Degree or equivalent relevant experience required. Experience will be evaluated based on the core proficiencies or the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)A minimum of 7+ yrs of relevant experience in the IT Industry, either pre-sales or implementation of customer engagement solutions, supporting the sales cycle in selling CRM or high value business solutions.Relevant Industry Experience into Retail & Consumer GoodStrong focus and experience in pre-sales or implementation is required.Experience in demonstrating Customer engagement solution, understand and drive use cases, customer journeys, ability to draw 'Day in life of' across different LOBs.Business Analysis/ Business case/return on investment construction.Experience in sophisticated solution selling to Enterprise customersA broad understanding of and ability to articulate the benefits of Cloud Computing, SFA, Service & Support, Marketing and Mobile solutions.Strong verbal and written communications skills with a focus on needs analysis, positioning, business justification, and closing techniques.Outstanding presentation and demonstration skills.Accommodations 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: 04/04/2024 03:10 PM
Client Operations - Account opening and maintenance - Associate
JPMorgan Chase, Bengaluru, Any, India
If you have a team handling experience with an ability to prioritize effectively and multi-task in a fast paced, team-based environment, and have a passion towards working in an account opening/maintenance domain for private banking clients, you have found the right team. As an associate in the account opening/maintenance team, you will be responsible for ensuring the accurate processing of opening/maintenance requests in the various suites of applications supporting Fiduciary, Deposit, Brokerage, Custody and Investment Management accounts. The role demands you to manage various types of requests for the client profile enabling them to conduct business on a daily basis. You will be expected to work in a team environment supporting a variety of other areas within the firm such as Front Office, Finance, Tax, Legal and other operations teams and/or manage a team. If you are intellectually curious and have a passion towards enhancing your knowledge in account opening/maintenance/onboarding/KYC space, you may be the perfect fit for our team.Job Responsibilities: Connect/Engage with stakeholders to drive change, handle timely escalations leading to a better customer experience Be Agile and Flexible in multi-tasking as per the business need Ensure that the team produces high quality performance and accuracy to best meet our client's needs and expectations Ensure adherence to all service level commitments, process controls and escalation policies Work closely with team members to maximize efficiency & productivity Proactively focus on issues and adjust rapidly to changes in the team, the market or Wealth management to deliver sound recommendations for process improvement Manage the team effectively to ensure that all deliverables are completed in a timely manner Ability to question the status quo and drive changes.Required qualifications, skills and capabilities: Bachelor's Degree in Business Administration or Finance or equivalent work experience of min 8 years Ability to build strong partnerships with key stakeholders, management and colleagues Strong organizational, prioritization, interpersonal and problem solving skills Assume ownership and responsibility to accomplish team goals Have strong intellectual capacity for process improvements Detail-oriented, results-focused & control oriented mindset Identify critical requirements & potential gaps by understanding complex and interdependent processes and suggest/implement solutions. Experience of managing transformation & change agenda and a familiarity with tech tools like alteryx, UI path, tableau is preferred Experience in creating detailed MIS reports and giving presentations 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 10:21 PM
Product Director- IoT & Lighting Control
Siemens, Kitchener, Ontario, Canada
Change the future with us. We are looking for dedicated and talented people who tackle ever-changing challenges, customer needs, and questions from colleagues with clever concepts and creativity. We embrace change and work with curious minds re-inventing the future of work. Join us and let us focus together on what's truly important: making lives better with new ideas and the latest technology around the world. About Enlighted Inc. Enlighted is human-centered proptech company that creates positive transformation wherever space, people and work meet through our industry leading technology. We empower organizations with this technology to transform physical spaces into regenerative places that fuel positive impact for people, portfolio, and our planet. What is this opportunity? Enlighted is actively searching for a strategic and dedicated Product Director to join their dynamic team! If you possess technical expertise and feel at ease diving into discussions about roadmaps, information security reviews, or customer systems integration, this opportunity is tailor-made for you. As a Product Director, you'll be hands-on, assembling requirements documents, crafting user stories, and developing technical documentation and value proposition statements. Your passion for both data driven and experience-driven approaches will be instrumental in creating products that users can trust and love. If this resonates with you, don't hesitate-this position awaits your expertise. What will you do Responsible for product strategy and roadmap for Enlighted's Lighting Controls and Connected Lighting Systems (hardware and software). Work cross-functionally with product managers responsible for hardware and software (App, Enterprise, Cloud) offerings to bring new solutions to the market. Work closely with the team to ensure strong business cases and value propositions are defined for new products/features. Define and execute on clear success metrics, and support the team to achieve them. Monitor the financial health of lighting products and help the team define corrective actions if metrics are not met. Work collaboratively with sales, marketing, and services to ensure the successful market. Introduction of new products/services and to ensure continuous support once live. Explore market trends and work with customers, end users, and sales teams to develop and improve the lighting controls products of Enlighted. Develop 1 and 3-year roadmaps including new product development, interface with other 3rd party products, existing data pipelines, energy analytics, hardware, containerization, data models, and configuration tools. Track key product metrics like user engagement and release velocity for major features. Partner with go-to-market teams to launch new features and support new roll outs. Constantly gather and prioritize feedback, both internal and external. What will you need to Succeed: Over 5 years of hands on product management experience, working with either lighting controls and / or IoT hardware and software products & mobile app technologies. Direct or indirect experience with the lighting industry with knowledge of its trends, and market dynamics is highly desirable. Bachelor's degree in Computer Science/Engineering/ Mathematics/ Business or equivalent practical experience. Solid experience from conceptualization to product Shipping: Leading entire product lifecycle of a product from ideation/ conceptualization, shipping to end of life. Understanding the end-to-end product release (new product introduction) and lifecycle management process. A proven track record of collaborating with end users, focusing on customer requirements, their pain points, and leveraging analytics and user research to enhance product quality and impact. Preferred Experience and Education Corporate/commercial real estate market segment and with IoT products, particularly in creating workplace experience products. Experience scaling user bases for either consumer or B2B2C products. Collaborating with sales and marketing teams to drive growth is essential. Familiarity with North Star Metric (NSM) frameworks is valuable. Understanding of key AI and ML techniques used in end-user software and how these technologies impact product development and user experiences. Salary is commensurate with experience, and ranges between $130,000 CAD - $150,000 CAD excluding bonus and benefits.About us. We share our ideas and champion the people behind them. For over 110 years, Siemens Canada has stood for engineering excellence, innovation, quality and reliability. Siemens Canada is a technology leader providing comprehensive solutions for Smart Infrastructure and Digital Industries. We make real what matters by setting the benchmark in the way we electrify, automate and digitalize the world around us. Ingenuity drives us and what we create together in yours. Making a difference together we raised $$385,000 towards charitable contributions, support over 38 non-profit organizations and planted 660 trees in our local communities. Siemens Canada has 2,500 employees from coast-to-coast and 24 office and production facilities across Canada. Join our team of approximately 293,000 talented professionals in more than 190 countries/regions and help us tackle the most exciting challenges to build a successful future together. So, what are you waiting for? Take your next career step with us. To learn more about Siemens Canada, visit our website at www.siemens.ca While we appreciate all applications we receive, we advise that only candidates under consideration will be contacted. #SI_RSS_ENLD #LI-TMHSI #RSS #LI-Hybrid#LI-RemoteSiemens is committed to creating a diverse environment and is proud to be an equal opportunity employer. Upon request, Siemens Canada will provide reasonable accommodation for disabilities to support participation of candidates in all aspects of the recruitment process. All qualified applicants will receive consideration for employment.By submitting personal information to Siemens Canada Limited or its affiliates, service providers and agents, you consent to our collection, use and disclosure of such information for the purposes described in our Privacy Notice available at www.siemens.ca.Siemens s'engage à créer un environnement diversifié et est fière d'être un employeur souscrivant au principe de l'égalité d'accès à l'emploi. Sur demande, Siemens Canada prendra des mesures d'accommodement raisonnables pour les personnes handicapées, dans le but de soutenir la participation des candidats dans tous les aspects du processus de recrutement. Tous les candidats qualifiés seront pris en considération pour ce poste.En transmettant des renseignements personnels à Siemens Canada limitée ou à ses sociétés affiliées, à ses fournisseurs de services ou à ses agents, vous nous autorisez à recueillir, à utiliser et à divulguer ces renseignements aux fins prévues dans notre Déclaration de protection de la confidentialité, que vous pouvez consulter au www.siemens.ca.Salary: . Date posted: 04/09/2024 08:13 PM