Overview of salaries statistics of the profession "Real Estate Investment Specialist in Australia"

As an Investor relations professional, in our Alternatives Investor Relations & Structuring team you will get an opportunity to create an impact via your strategic thinking, relationship management, communication, problem solving skills. You are a strategic thinker passionate about driving solutions in Wealth Management, capital markets, Equities, Fixed Income Private Equity, Hedge Funds, etc". You have found the right team.You will work closely with a wide variety of internal teams (including Due Diligence, Structuring, Marketing, Middle Office, Fund Accounting, Tax, and Legal & Compliance) to assist in the day-to-day servicing of inquiries from our salesforce regarding Alternative Investments. The Investor Relations team is responsible for the Sales enablement aspect via execution of internal and external communication for 300+ funds (including both client letter-writing and internal e-mail communications to senior members of the Private Bank). In this role you will be able to demonstrate excellent organizational skills and the ability to effectively handle multiple priorities while demonstrating independent initiative, adaptability, and sound decision-making skills.On the Alternatives side, The Alternative Investments Group ("AIG") identifies, performs due diligence on, and markets alternative investments such as private equity, hedge funds and real estate to the clients within the Private Bank, globally. The Investor Relations Team serves as liaison between the AIG clients (internal and external) and the general partners/fund managers of private equity funds, real estate funds and hedge funds offered on the Private Bank's platform. The team primarily supports sales and relationship management activities of the Alternatives funds platform, including client events, fund communications and ad hoc special projects and analyses.Job Responsibilities You (VP) will serve as a primary point of contact for the India teams our internal partners and stakeholders. The team is primarily based in Mumbai and interacts with global counterparts based in New York and London. In this position, you will be responsible for providing investor relations coverage for our suite of Alternatives offerings for the Global Private Bank. You will be able to gain a comprehensive understanding of underlying platforms, systems, and tools with the ability to think strategically and deliver business results for their respective product domains by: Driving internal and external communications to deliver transparent and impactful content (e.g., fund launches, announcements, corporate actions, etc.) Creating highly leveraged advisor and client resources, responding to a high volume of advisor / client inquiries, contributing to prospect events, roadshows, etc. Assist with synthesizing, summarizing, and messaging ongoing client communications and corporate actions to both the sales force and clients. This includes: Writing cover letters; Crafting and sending alerts internally; Working with teams both internally and externally to send these documents to clients. Partner well across internal stakeholders (Alternatives Product Specialists, Due Diligence, Structuring, Product Development, Middle Office, Fund Accounting, Legal, Compliance, and client coverage teams, etc.). Create and Review client communications with a focus on "client lens" and technical accuracy. Handle Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc. Oversee the end-to-end of the client events calls and webcast process, which includes liaising with external vendors on logistics, preparing call invitations and client notifications, and preparing detailed call summaries for use by the sales force. Actively drive meetings with stakeholders and partners/specialists by sharing meaningful insights and driving clear outcomes / next steps. Develop and drive initiatives aimed at improving the advisory/client experience (both internal & external), including developing new educational resources, increasing the efficiency of information flow and evolving the way we communicate between different areas of the business. Helping implement the digital, tech, Artificial Intelligence transformation agenda as new processes and systems are put in place. Leverage knowledge about our Alternatives platform, the markets and existing Private Investments & Hedge Funds driven content to discuss & support our portfolios/investments and to provide guidance in broader Alternatives platform initiatives/projectsRequired qualifications, capabilities, and skills MBA/CFA or an equivalent professional degree with 11 years of experience Extensive knowledge and experience in the Investments domain / Global markets Experienced people manager adept at working in matrix organization and managing dynamic high performing teams. Proactive, self-motivated and solution-oriented approach, project management skills would be useful. Hands on multi-tasker, self-directed, capable of working independently and as part of the team. Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of client management Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent deliverables/tasks Proactive, accountable, and assertive; strong work ethic Confident and skill to think strategically, develop solutions, and present recommendations to business leaders. Superior judgment and discretion working with both confidential and sensitive information. Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/10/2024 10:26 PM

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers.Job summary As a Client Data Specialist IV within our customer relations team, you will play a pivotal role in establishing, managing, and maintaining significant relationships that provide an exceptional experience for our clients. Your responsibilities will include supporting client-facing teams to ensure all client KYC records adhere to regulatory standards and completing all client-level due diligence promptly. You will assist in end-to-end operational activities through the regular renewal process of all clients, ensuring a client's KYC profile is accurately updated and any discrepancies or issues with the profile are escalated to the appropriate business lines. Job Responsibilities Understand the firm's KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Minimum Due Diligence (MDD), Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD) and Product Due Diligence requirements (PDD) Compare and contrast differences within KYC records, highlight and escalate any discrepancies Engage with Middle office and be part of KYC/AML interactions to complete the case as per the timeline Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality) Interpret alerts to management when applicable Handle and maintain of confidential client documentation Be flexible to work on other migration/remediation projects including Screening resolution, other LOB holistic alignment or Quality Assurance. Ability to comprehend the KYC risk factors and draft the overall risk summary for the client Required Qualifications, capabilities, and skills Bachelor's Degree or Graduate Degree Minimum 2 years' experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, Corporate KYC, AML, and Screening Strong research, analytical, and comprehension skills with the ability to analyze large amounts of data Outstanding client management, partnership building, leadership, and direct experience of dealing with multiple stakeholders at one time Effective communication, interpersonal and analytical skills with the ability to work independently on multiple assignments. Good understanding of Financial Services industry /AML, Sanctions policies and banking systems 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/01/2024 10:24 PM

The CB DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.Primary responsibilities include- To oversee, support and supervise Quality Control Team and ensure the steady flow of completing daily work by the Team Members, to coordinate and ensure timely completion of requests. Responsible for creating subject matter expertise and appropriate backups required across the processes. Ensure quality assurance on critical functions and ensure that risk mitigation is in place. Be up to date with regard to the AML/KYC firm wide standards and guide the team accordingly. Maintain productivity standards and focus on providing best in class customer service. Job Responsibilities: People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team. Maintain effective and standard operational processes Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls) Manage relationship with internal clients, anticipate needs, take feedback, run conference calls. Act as a point of contact for escalations and high priority requests from internal clients. Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters. Take responsibility for the quality of work submitted and ensure that the highest standards are maintained. Identify/ manage risk and control breakdowns. Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition. Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions. Improve the departmental competency rating via use of staff training and the skills matrix. Develop and maintain written procedures and training materials as necessary. Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system. Required Qualifications, Skills and Capabilities: Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs). Ability to develop, implement and maintain effective and standard operational processes Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls) Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must. Act as a point of reference for team members and internal clients. Ability to monitor and actively prioritize workloads. Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process Demonstrated problem solving ability through interaction with clients and business partners Exceptional verbal and written communications skills. Communication is Paramount Graduates with a minimum of 9 years' experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified professionals (e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service, Operations Sales, Portfolio Management or Implementation functionAbout 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.Salary: . Date posted: 04/05/2024 10:25 PM

The CB DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.Primary responsibilities include- To oversee, support and supervise Quality Control Team and ensure the steady flow of completing daily work by the Team Members, to coordinate and ensure timely completion of requests. Responsible for creating subject matter expertise and appropriate backups required across the processes. Ensure quality assurance on critical functions and ensure that risk mitigation is in place. Be up to date with regard to the AML/KYC firm wide standards and guide the team accordingly. Maintain productivity standards and focus on providing best in class customer service. Job Responsibilities: People and resource management (e.g. people development, attrition, pipeline/skills monitoring, training programs) for the team. Maintain effective and standard operational processes Improving and maintaining a controlled environment (e.g. necessary control activities along with process flow implemented, appropriate control tools in place, team members fully understand risks and related controls) Manage relationship with internal clients, anticipate needs, take feedback, run conference calls. Act as a point of contact for escalations and high priority requests from internal clients. Monitor and actively prioritize workloads. Send early warning reports if workloads impact turnaround time or quality parameters. Take responsibility for the quality of work submitted and ensure that the highest standards are maintained. Identify/ manage risk and control breakdowns. Manage the performance management cycle- Objective setting, development and career planning, performance appraisal and reward & recognition. Conduct regular team meetings (onshore and offshore staff), 1:1s, and coaching sessions. Improve the departmental competency rating via use of staff training and the skills matrix. Develop and maintain written procedures and training materials as necessary. Manage projects and conduct User Acceptance Testing for enhancements to current systems or migration to new system. Required Qualifications, Skills and Capabilities: Excellent people and resource management skills (e.g. people development, pipeline/skills monitoring, training programs). Ability to develop, implement and maintain effective and standard operational processes Ability to maintain and improve a strong controlled environment (e.g. necessary controls activities along process flow implemented, appropriate control tools in place, team members fully understand risks and related controls) Ability to manage relationship with internal clients. Past experience in this area with emphasis on service level deliveries, expectations setting, new products etc. is a must. Act as a point of reference for team members and internal clients. Ability to monitor and actively prioritize workloads. Ability to interpret and analyze system generated reports and other data, co-relate and analyze impact to overall processes and process deliveries and feed results into the decision making process Demonstrated problem solving ability through interaction with clients and business partners Exceptional verbal and written communications skills. Communication is Paramount Graduates with a minimum of 9 years' experience in a bank, financial services, compliance, risk management or other service sector environment OR Qualified professionals (e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service, Operations Sales, Portfolio Management or Implementation functionAbout 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.Salary: . Date posted: 04/05/2024 10:25 PM

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in our team to partner with the Business to provide a comprehensive view.As a Commercial Banking Risk - Credit Risk Associate within the Commercials Banking Risk India team, you will be at the center of keeping JPMorgan Chase strong and resilient. You will work closely with the in-country Underwriters and Credit Executives, providing them with in-depth credit risk analysis of clients and recommendations on risk grades. This role offers an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area.Job responsibilities Independently prepare credit risk analysis reports on assigned clients (business & financial analysis and focusing on credit issues) - for middle market clients (clients with exposure less than $5mm). Recommend rating grades based on analysis for the clients. Manage quality check work delivery for junior analysts in the team. Understand various techniques and methods of credit analysis, accounting treatments, financial adjustments, firm's credit related policies, etc. Develop and maintain open communication channels with Underwriters. Independently handle all calls/rating discussions with Underwriters and Credit Executives. Build strong knowledge of credit analysis for clients. Build strong stakeholder relationships and maintain open communication channels with Credit Officers and Credit ExecutivesRequired qualifications, capabilities, and skills Minimum 4 years of experience in credit risk Qualifications in MBA (with Finance specialization) / CA Excellent academic record; experience in credit risk Strong grasp of corporate finance concepts and their application Understanding of the financial statements, including ratio analysis, cash flow analysis, and basic accounting standards Aptitude to learn and develop knowledge on credit analysis techniques, sectors and global economies Strong communication skills - both oral and written; ability to effectively present analysis and interact with global credit bankers Deadline orientation; close attention to detail and accuracy Proficient in the use of MS Word, Excel and Power Point Ability to work proactively & independently as well as in a team environment Strong interpersonal skills, ability to build positive relationships with Underwriters/ RMsAbout 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.Salary: . Date posted: 04/10/2024 10:32 PM

 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.Job Responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms. Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required Qualifications, Capabilities and Skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred Qualifications, Capabilities and Skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Middle Market Banking & Specialized Industries (MMBSI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.Salary: . Date posted: 04/10/2024 10:31 PM

Strategic Planning and Communications ManagementWork closely with the Executive team and external agencies to protect and enhance the organisation's reputation and public profile globally, and manage internal and external crisis communications.Understand and implement the organisation's business plan.Plan and execute communication programs globally to enhance the organisation's brand equity.Manage relationships with media suppliers to derive commercial benefits.Collaborate with internal teams to develop and lead market communications initiatives.Business Performance:Understand the organisation's long-term revenue and profitability targets.Contribute to other business plan targets as necessary.Policy and Process Management:Ensure compliance with all applicable policies and delegations in the role's activities and decisions.The ideal candidate will have:Experience in management and crisis communicationsExperience within a global investment management or political office environment or equivalentProven track record on managing complex media and reputation management issues, including acute crisis managementSolid understanding of fund management Industry ideally with experience in infrastructure or real estate investingPresence and confidence to interface with senior management, sales heads and portfolio/asset managersExcellent writing skills.Established credentials with financial and investment press and mediaAbility to work as part of a global team, communication across time zones and regionsManagement experience of media agencies and vendors.Sufficient depth of corporate communication expertise to be treated as a senior specialist.Excellent project management skills.Ability to develop communication briefs to facilitate external agency development and internal communication clarity.Understanding as to how to leverage and manage journalist networks and media outlets to optimise brand awareness opportunities for the organisation.Previous experience as a Communications advisor to Leadership Team and Chief Executive.

As an Estates Phones Specialist III within our Mumbai team, you will balance your focus on business results with offering options and finding solutions to help our customers. You will communicate with customers in a metrics-promoten environment, navigate multiple technologies, and demonstrate resiliency and adaptability in a fast-paced environment. You will take ownership of each customer interaction, treating customers with respect and responding with empathy. You will also document customer account activities thoroughly and concisely, and make appropriate decisions on behalf of our customers quickly and effectively. You will be required to abide by all applicable regulatory and department practices and procedures, and have the ability to work independently and in a team environment. You will think critically and exercise independent judgement. We offer a competitive base salary and a wide range of benefits, opportunities for professional growth and advancement, and a high energy work environment with trained, coached, focused, and promote employees. We respect and value diversity, integrity, and teamwork.Job responsibilities:Successful Account Specialist- Balance their focus on business results with offering options and finding solutions to help our customer- Are very comfortable communicating with customers in a metrics-promoten environment- Are able to navigate multiple technologies while staying engaged our customer- Demonstrate resiliency, and extreme adaptability in a fast-paced environment- Possess strong customer focus with the ability to have detailed conversations with our customer- Take ownership of each customer interaction while treating customers with respect and responding with empathy- Document customer account activities thoroughly and concisely- Demonstrates personal excellence including punctuality, integrity, and accountability- Approach problems logically and with good judgment to ensure the appropriate customer outcome- Make appropriate decisions on behalf of our customers quickly and effectively- Effectively prioritize work to ensure efficiency- Are required to abide by all applicable regulatory and department practices and procedure- Have the ability to work independently and in a team environment- Think critically and exercise independent judgement.Required qualifications, capabilities and skills: High School diploma/GED required Must be willing to work in an environment that requires 100% phone-based customer interaction Minimum of one year of customer interaction or customer support experience strongly preferred, either by phone or face-to-face Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment strongly preferredAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.Salary: . Date posted: 04/12/2024 10:27 PM

The primary function of the Credit Bureau Operations department is to ensure accurate credit reporting for all of our customers. The Dispute Resolution teams within Credit Operations are responsible for researching and replying to all reporting disputes received from our customers and from the four national Credit Reporting Agencies. They also conduct maintenance work that is based on exceptions identified by internal partners. Principal Duties and Responsibilities: The Account Specialist II is responsible for efficient, timely and accurate research and resolution of direct and indirect credit bureau inquiries and disputes for (LOB). The position performs research and responds to consumer credit inquiries and disputes in accordance with REG V (Consumer Protection Financial Bureau), Fair Credit Reporting Act (FCRA), Fair and Accurate Credit Transaction ACT (FACT) and Real Estate Settlement Protection Act (RESPA). Execution of transactions promptly and accurately responding to customer and bureau requests and inquiries is a must. To meet those demands, you will focus on understanding the firm's service policies, procedures, systems and legal compliance regulations as well as products and services. Take responsibility for the quality of work submitted and ensure that the highest standards are maintained Essential Qualification, Skills & Experience Minimum of 0-3 years' experience in financial industry or operations Ability to work under pressure in a highly complex and changing environment Strong client focus mindset with moderate proficiencies in consulting/advising clients, answering inquiries and providing information, and managing difficult situations with customers is required Must have the ability to become proficient with navigating within Credit Bureau source and sub systems (required) Must have the ability to meet and or exceed Key Performance Measurement which include quality and production standards (required) Analytical and software skills for reporting metrics; MS Office (Excel, Word); Ability to multi-task: view multiple screens and systems, keep up to date with new procedures (required) Must be willing and have the ability to work in a fast-paced environment (required) Advanced level PC navigation skills (required) Ability to apply effective listening skills (required) Strong problem solving and decision making skills (required) Good interpersonal skills. Should be able to communicate at all levelsAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.Salary: . Date posted: 04/16/2024 10:29 PM

Job title : GFCC Detect/Report Specialist - AML Transaction Monitoring Job Location : Hyderabad, Telangana, India Posting Description: As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. The GFCC Alert Triage position is part of the firm's India AML Alert Triage team within AML Investigations. The Triage team dispositions alerts consistent with the Global AML Standards, provides an initial assessment of potential Money Laundering, Terrorist Financing as well as other nefarious activity and recommends alerts for escalation and further review or closure as false positives Responsibilities: Collect and document data, including: alerting activity, account information, transactional data, KYC information, politically exposed person (PEP) status, adverse media as well as counterparty and any other required information to assist in the investigation Review and analyze underlying data gathered opposite Anti-Money Laundering (AML), Terrorist Financing (TF), Human Trafficking and other red flags to assess whether the alert should be recommended for escalation or to be closed with no further action Fully document all alerts, including supporting data, analysis as well as escalation or close recommendation rationale within the case management system in a timely manner and consistent with the firm's quality standards Build relationships with AML Investigations units and effectively communicate and transfer information for case investigations Collaborate with India and US colleagues to share processing and AML knowledge to enhance AML Investigation process flows Process work items in the order of priority and aligned with SLA priorities. Escalate issues in a timely manner and demonstrate courage and integrity by doing the right thing all the time. In conjunction with manager and consistent with overall department objectives, establish and execute on annual development goals. You would participate in special projects, quality improvement initiatives and other similar exercises Required qualifications, capabilities, and skills: Qualified graduate with 2 to 6 years' of relevant experience in Global Financial Crime Compliance Familiarity with the firm's internal systems and processes or similar processes at other institutions, and proficiency in MS Office (Outlook/Word/Excel/PowerPoint) You are a self-starter, capable of working under minimum supervision, able to multi-task and meet deadlines in high-pressure environment You are a result-oriented team player with strong problem solving ability. You have exceptional research and analytical skills with the ability to analyze large amounts of data, decipher higher risk attributes (transactional, geographical, product, customer type, etc.) and develop well-reasoned recommendations and strong documentation skills to clearly articulate alert disposition You are adaptable to change and demonstrate strong interpersonal and verbal/written communication skills. You adhere to and standards, controls and policy. Preferred qualifications, capabilities, and skills: The following additional items will be considered but are not required for this role CAMS Certification 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Salary: . Date posted: 04/17/2024 10:30 PM

Primary Responsibilities: Execute tasks assigned in a timely manner Strong working knowledge of Party reference data and data quality management Keep a track of discrepancies identified, take necessary steps to modify Follow up on pending cases for self and team, prioritize once response received Make decisions regarding the documentation handled based on amendments Handle complex documentation under minimal supervision Thorough with Process knowledge and procedural updates at all times Displays and works with a sense of ownership on all assigned records Performs extensive research before raising a query with stakeholders Progressively aims to become peer checker/reviewer across subfunctions Proactively escalates all Process related issues from internal/external customers Ensure documentation confirms to the Bank's legal guidelines, policies and standards, including risk mitigation through adherence to the control framework Identify and participate in process improvements and related initiatives Engage in interactive dialogue with stakeholders Maintain internal trackers and provide status when requested Have a control mindset and be alert to issues and risks that have impact on process or to the organization Desired Candidate Profile: Bachelors degree in Commerce/Accounting preferred 2 - 3 years of experience preferably in Banking/Ref Data domain To be flexible on operating hours, basis business requirements Strong verbal & written communication to effectively communicate with various stake-holders and across levels Operate as per firm guidelines and expectations on working from office Attention to detail and actively prioritize workloads with problem solving skills Ability to work with limited supervision and customer focus along with Strong interpersonal skills Excellent interpersonal skills to work effectively in team environment Strong knowledge of MS-office applications and time management skills Shift Timing: EMEA 14.30pm - 23.30pm ISTAbout 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Salary: . Date posted: 04/19/2024 10:26 PM

J.P. Morgan Private Bank is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. As an Associate in Marketing Intelligence Team, you would be part of the Global Business Intelligence team which works in a blend of strategy, technology, data analytics, and execution with a key focus on defining data-driven analytic solutions for J.P. Morgan Private Bank. In this role, you will focus on partnering with marketing and digital teams and work across multi-channels to identify key metrics and Key Performance Indicators (KPI) to track and, deliver intelligence solutions in the hands of the stakeholders. The aim is to shape marketing strategies through data-driven insights, and to embed these insights into the organization's decision-making framework. You will create, coordinate and execute on our strategic priorities across marketing, analytics, and technology. Job responsibilities Act as a subject matter expert of marketing channel business intelligence - Work across multi-channels to understand business drivers/problem statements, identify, design key metrics / performance Indicators (KPI), translate into structured analysis and provide business insights Enhance data literacy across the organization, partnering with Marketing stakeholders to deliver timely, prescriptive, and actionable insights that inform decision-making processes e.g. Measure efficacy of channel engagements - web, email, publications, media, outreach strategy for non engaged audience, Implement and optimize marketing attribution models, support campaign / event targeting, list management and ROI evaluations Collaborate with key marketing stakeholders to design, develop and maintain dashboards and reports. Optimize dashboard performance and usability through data modeling, scripting and mock up designing. Work directly with product and business owners to implement and measure recommended actions Work with technology teams to define data strategy and build data models, including data lineage and governance exercisesRequired qualifications, capabilities, and skills Masters in business analytics, data science or related fields. Relevant experience in roles within data visualization & marketing analytics for asset management Experience in digital/marketing analytics preferred. Digital, social media, web, and marketing analytics mindset Strong analytical skills with coding experience (Python, Pyspark and SQL) and data visualization tools like Qilk Sense Experience developing KPIs. Comfort in working flexibly and iteratively with large sets of data Comfort working in agile product teams Strong time management and organizational skills. Ability to adapt to shifting priorities, requirements and timelines by utilizing problem-solving skills Proactive communications and positive attitude to manage stakeholder satisfactionAbout usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Salary: . Date posted: 04/22/2024 10:26 PM

Job Responsibilities: Collection and verification of confidential client data via publically available and internal sources Verify and confirm Account data findings by reviewing of Top Transactor / Counterparty Providing Disposition rationale followed by PEP transaction screening Delivers final AAR report to LOBs Deep-dive into the correspondent bank client's Top Transactors and their Counterparties to identify any unusual high-risk patterns of activity Meet firm wide quality standards Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality) Communicating/escalating issues to management when applicable Handling and maintenance of confidential client documentation Comment on trends/behavior relating to account due diligence and activity review Ability to comprehend the KYC risk factors and draft the overall risk summary for the clientRequired Qualifications, Skills and Capabilities: Bachelor's Degree and/or Graduate Degree 2-6 years' experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, Corporate KYC , AML and Screening Strong research, analytical, and comprehension skills with the ability to analyze large amounts of data Outstanding client management, partnership building, leadership and direct experience of dealing with multiple stakeholders at one time Excellent interpersonal skills necessary to work effectively with colleagues and senior management Candidate must have strong written/verbal communication, leadership, solid high volume processing and analytical skills with the ability to work independently on multiple assignments in a deadline driven, regulatory environment Additional foreign language processing capability is added advantage Demonstrate cross-line of business knowledge of banking systems and products Possess strong computer skills: Microsoft Office Suite including Excel, Word and PowerPoint Able to grasp/learn concepts and procedures quickly Must be detailed oriented and analytical Flexibility of operating hours to include overtime, holidays, and weekend testing A strong sense of ownership and responsibility Comfortable with change, ambiguity, debate, conflict and informed risk taking Self-reliance and willingness to "own" problems and creatively find solutions Develop an environment of continuous focus on quantifiable productivity and quality Strong interpersonal and verbal/written communication skills 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/22/2024 10:26 PM

Welcome to JP Morgan chase. As a KYC Team Member, you will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards in a timely fashion. In addition, you will validate all documentation provided in the end-to-end operational KYC activities of new clients and subsequent periodic renewal process of all clients ensuring a high-quality product. You will review the collection and verification of data performed by the KYC Operations Analyst to ensure all KYC records are accurate and complete prior to a final review by the client-facing team. The KYC Operations Reviewer is expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.Job Responsibilities: Collection and verification of confidential client data via publicly available and internal sources. Compare and contrast differences within KYC records, highlight and escalate any discrepancies Engaging with Middle office and be part of KYC/AML interactions to complete the case as per the timeline Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality) To be part of the holistic client review team to follow up on outstanding alignment items within various line of Business and/or GFCC to close loop on the alignment To be flexible to work on other migration/remediation projects including Screening resolution, other LOB holistic alignment or Quality Assurance. Ability to comprehend the KYC risk factors and draft the overall risk summary for the client.Required Qualifications, Skills and Capabilities: Bachelor's Degree and/or Graduate Degree Fresher or 1 year experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, Corporate KYC, AML and Screening Outstanding client management, partnership building, leadership, and direct experience of dealing with multiple stakeholders at one time Excellent stakeholder management and analytical skills with the ability to work independently on multiple assignments. Willing to work a flexible schedule to accommodate business needs A strong sense of ownership and responsibility Ability to learn quickly and adapt to evolving and changing priorities. Procedures change frequently selected candidates are expected to implement the changesAbout 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/22/2024 10:26 PM

Commercial Banking (CB) serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. The firm's broad platform positions CB to deliver extensive product capabilities - lending, treasury services (TS), investment banking, and asset management - to meet our clients' domestic and international financial needs.The Incremental Implementation Team (IIT) is a group responsible for driving and coordinating all aspects treasury service products setup and cash management services including working with key internal partners to ensure a best in class experience for clients. The IIT group is seeking an Implementation Specialist that will work closely with our business partners and be responsible for coordinating all aspects of treasury and cash management set ups. The Implementation Specialist will handle a high volume of simultaneous requests.Core Responsibilities: Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements Exhibit ownership of implementation process and client satisfaction Ownership of internal communication and status updates Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution Demonstrate creative problem solving and solid judgment/decision making Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements Diligent awareness of risks in processes and reporting them in a timely manner Ownership, escalation and resolution of risk issues when they occur in a timely manner Manage activities with internal clients and business partners Recording observations & escalate wherever necessary Identifying items which needs Remediation & Amendments. Identifying gaps/exceptions and recommending possible solutions. Reporting/MIS Project Management.Required Qualifications: Graduates with minimum of 5 years of experience. Demonstrated problem solving ability through interaction with internal and business partners Exceptional verbal and written communications skills. Ability to independently manage conflict and mobilize internal resources to resolve issues Strong interpersonal and relationship building skills Excellent logical, analytical skills and attention to detail Knowledge of Microsoft Suite of products Aptitude to work with numbers and deadlines. Proactive approach Knowledge of TS & CB Products and Operations will be an added advantage. Ability to grasp/learn new products/audits which are currently not in scope.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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/22/2024 10:25 PM

You will review the collection and verification of data performed by the KYC Operations Analyst to ensure all KYC records are accurate and complete prior to a final review by the client-facing team. The KYC Operations Reviewer is expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.Job Summary:As a KYC Operations Team Member, you will assist the client-facing teams to ensure all client KYC records are compliant with regulatory standards and will ensure high quality and timely completion of all client-level due diligence. You will assist in end-to-end operational activities through the periodic renewal process of all clients. As an KYC Operations Team Member, you will assist with the drafting and gathering of client documents and verification of client data via publicly available and internal sources at a client level prior to final review by a KYC Operations Reviewer and the Client-Facing Team. This research is performed to ensure a client's KYC profile is appropriately updated and any discrepancies or issues with the profile escalated to the appropriate lines of business.You will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards in a timely fashion. In addition, you will validate all documentation provided in the end-to-end operational KYC activities of new clients and subsequent periodic renewal process of all clients ensuring a high-quality product. Job Responsibilities: Collection and verification of confidential client data via publicly available and internal sources. Compare and contrast differences within KYC records, highlight and escalate any discrepancies. Engaging with Middle office and be part of KYC/AML interactions to complete the case as per the timeline. Exhibit the highest standards of customer service to our internal and external customers (inclusive of confidentiality) To be part of the holistic client review team to follow up on outstanding alignment items within various line of Business and/or GFCC to close loop on the alignment. To be flexible to work on other migration/remediation projects including Screening resolution, other LOB holistic alignment or Quality Assurance. Ability to comprehend the KYC risk factors and draft the overall risk summary for the client.Required Qualifications, Skills and Capabilities: Bachelor's Degree and/or Graduate Degree Fresher or 1 year experience in the Financial Services industry with a demonstrated track-record of delivery and/or relevant experience in Compliance, Corporate KYC, AML and Screening Outstanding client management, partnership building, leadership, and direct experience of dealing with multiple stakeholders at one time. Excellent stakeholder management and analytical skills with the ability to work independently on multiple assignments. Willing to work a flexible schedule to accommodate business needs. A strong sense of ownership and responsibility Ability to learn quickly and adapt to evolving and changing priorities. Procedures change frequently selected candidates are expected to implement the changes.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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/22/2024 10:25 PM

The Senior Team Member is responsible for processing and/or approving loan transactions associated with various supported market segments. Job SummaryAs a Senior Team Member in Loan Servicing, you will be responsible for processing and/or approving loan transactions associated with various supported market segments. This role provides an opportunity to work in a high-pressure environment, requiring strong verbal and written communication skills, a client-focused mindset, and the ability to multitask effectively. You will be instrumental in booking new loans, completing transactions on existing loans, and providing exceptional customer service.Job Responsibilities Booking new loans and completing transactions on existing loans Reviewing and processing various forms of monetary related transactions on the applicable commercial loan systems. Completing transactions and transferring funds to internal general ledger or DDA accounts Process transactions for customer relationships using the ACBS, Loan IQ, Servicing Express, VLS loan systems, Track Incoming Customer's Requests Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with internal market and credit partners. (Ability to calculate interest and fee accruals for billing is required for this role.) Miscellaneous debits and credits as they relate to loan funding. Research detailed requests from our line of business partners related to processed transactions. Resolves transaction exceptions or rejects, Participating in project and working groups as required Responsible for meeting service level expectations in addition to team individual productivity and quality goals, Other duties as assignedRequired Qualifications, Skills and Capabilities Bachelor's degree plus atleast 1 year of loan servicing and customer service experience or equivalent is required Demonstrates strong verbal and written communication skills and an ability to work quickly and accurately in a high-pressure environment. Strong client focus mind-set with proficiency in consulting/advising clients, answering inquiries and providing information, and effectively managing difficult conversations. Demonstrated focus on ownership, follow-up, and relationship management. Ability to multitask Excellent prioritization and time management skills, Attention to detail Strong PC navigation skills; proficient in Microsoft Office suite (i.e. Excel, Word, Outlook, etc.). 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 TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.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: 04/23/2024 10:20 PM

Review and negotiation of investment management agreements and related investment guidelines;Drafting and/or review of marketing materials including the creation and/or updating of Information Memorandums / PDS'/ TMDs and other fund offering documents for funds;Provide support and legal advice/counselling to all business units and internal clients on various matters;Review and/or negotiation of all vendor and other agreements, including lease agreements, terms of business, that are required for the day-to-day operation of the business;Conduct local board meetings serving as Company Secretary and preparation of board resolutions, minutes and other documents as may be required for sound corporate governance;Work closely with Australian Compliance (based in Melbourne) to ensure a positive regulatory and compliance environment. Ongoing projects include AML, FATCA, CRS, industry consultations;Provide advice to the firm's International Legal Group for doing business in or with Australia including the distribution of funds domiciled in Luxembourg;Monitor and provide advice with respect to changes in relevant laws, regulations and standards as necessary;Instructing and coordinating with external counsel; andThe performance of certain administrative tasks and use of proprietary software and databases to track client documentation, approve client accounts for management, etc., in connection with the foregoing.Candidates should be admitted to practice law in Australia and hold, or be eligible to hold, a practising certificate and have practiced in a law firm setting or asset management for a minimum of five years. The position requires strong analytical abilities as well as evolved organizational skills and a high level of detail orientation. The position also involves extensive daily interaction with the firm's Australian staff including but not limited to very close partnership with Compliance/Risk, Institutional and Retail Client Group, Finance, Operations and local and global Investment colleagues so strong interpersonal skills and professional demeanor are prerequisites.The ability to work independently and handle multiple priorities at once is a must. Maturity, pragmatism, good business sense, a strong work ethic and an ability to inspire confidence are keys to success in this position.