Asset Management New Zealand Institutional Client Advisor Vice President jobs at Jpmorgan in Australia, Sydney

As a Vice President - Business Manager for our Asia Pacific Securities Services Operations team, you will promote strategic initiatives, optimize performance, and advise senior management in a dynamic, high-profile role. You will play a crucial role in optimizing business performance by promoting key initiatives and serving as a trusted advisor to Business and Group Heads. This dynamic position involves identifying, escalating, and mitigating business risks, and requires adaptability to align with the priorities of various business lines. You will be instrumental in advising senior management and coordinating the deployment of corporate resources to achieve strategic and tactical objectives.

Job Responsibilities:

• Deliver Operations business management services across a range of responsibilities, including strategy tracking and execution, business planning and performance monitoring
• Prepare and communicate business strategy, performance and priorities to key stakeholders, working closely with Operations, Finance, HR, Tech, Legal, Compliance
• Ensure the integrity of the department’s financial performance, including management of expenses and allocations; identify productivity initiatives and drive implementation
• Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. capacity issues, investment costs
• Prepare and manage Offsites / department reviews, Town Halls, organization communications etc.
• Partner with the business, Operations and Technology in the definition of future workflows and implementation of related technology and infrastructure projects to prepare the business to meet the requirements of an ever evolving market structure
• Partner with the relevant external service/ infrastructure providers
• Represent business in respective internal/external working groups
• Support People Engagement initiatives

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 8 plus years of experience in Financial Management, Business Management or COO experience
• Strong knowledge and understanding of Securities Services
• Strong presentation skills along with being confident to present to senior stakeholders
• Strong analytical skills, ability to present new ideas in a compelling manner from financial data and create meaningful reports and proposals for senior management
• Build positive internal relationships across different lines of business
• Self-motivated, tenacious, and be able to work with high degree of independence. Excellent time management/prioritization skills is required
• Excellent written and oral communication skills in English
• Should be able to define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills. Attention to detail with logical thought process

Preferred qualifications, capabilities, and skills:

• Knowledge of Global Markets and Payments Products would be advantageous

Job responsibilities

• Leverage data analysis tools and techniques to solve business problems related to banker activity and performance
• Design, develop, and implement advanced Tableau dashboards to communicate complex data insights
• Create and optimize automated workflows using Alteryx for efficient data processing and analysis
• Develop compelling data stories and recommendations for stakeholders using storytelling best practices
• Gather requirements and translate business needs into actionable reporting and visualization solutions
• Stay current with new technologies and methodologies to enhance data visualization capabilities
• Manage projects independently while contributing to team goals and creating executive-level presentations

Required qualifications, capabilities, and skills

• Bachelor’s or Master’s degree in a quantitative discipline such as business, finance, economics, engineering, statistics, information systems, or mathematics
• Seven years of experience in data analysis and visualization, focusing on Tableau dashboards and Alteryx workflows
• Expert hands-on experience with SQL, Alteryx, and Tableau, including writing complex SQL scripts and automating data processes
• Ability to work directly with stakeholders and contribute to building a robust reporting suite
• Willingness to learn and experiment with new technologies to improve data visualization solutions
• Demonstrated ability to think independently and collaboratively to implement creative solutions
• Attention to detail with a focus on broader business objectives

Preferred qualifications, capabilities, and skills

• Familiarity with modern front-end technologies
• Experience with database or cloud systems such as AWS or Snowflake
• Exposure to data visualization tools such as Power BI
• Knowledge of Python

Job responsibilities

Client Services Managers (CSMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSMs build strong partnerships with Operations, Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing the client experience across the franchise.

As a Client Services Manager in Securities Services, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In this role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.

Job responsibilities:

• Develop a partnership approach with clients to understand their operating and strategic business model to foster long term relationships.
• Take full accountability for service delivery and client satisfaction. Building relationships to understand client requirements and expectations and coordinating service delivery across all products and services.
• Act as key contact and escalation point for service delivery issues for internal teams and client.
• Drive resolution and management of client queries, delivery issues and tracking of progress; leveraging internal teams as appropriate.
• Manage change process and projects, whether client requested, or JP Morgan driven, including automation/ standardization efforts.
• Lead in person meetings with clients to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure the client’s ongoing satisfaction with JPMorgan.
• Monitor and manage billing accuracy.

Required qualifications, capabilities, and skills:

• University bachelor’s degree or higher
• 5 + years of experience with a custodian, asset management firm, broker/dealer, hedge fund, fund administrator, or other financial markets organizations servicing clients.
• Deep understanding of a suite of products the products including global custody, fund accounting and administration.
• Strong written and oral communication and presentation skills.
• Effective problem solving. Focuses on accountability, action and outcomes to ensure solutions meet client needs while aligning business deliverables to the firm's mission and goals.
• Ability to exercise sound judgment and make effective decisions on behalf of the client and JPMorgan.
• Ability to prioritize, handle multiple tasks.
• Strong work ethic with a desire to work with a team and a willingness to learn the products and processes of JPMorgan.

About Highbridge Capital Management

Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment platform that includes hedge funds, co-investment vehicles, and committed, closed-end vehicles designed for longer-term holding periods.

Job Responsibilities

• Monitor daily beneficial ownership levels and responsible for Section 13 and 16 filings
• IPO and Secondary offerings
• Conduct daily ERISA monitoring and security review
• Control and conduct the Wall Cross process with bankers
• Design and implement MNPI oversight and control
• Maintain the Restricted List (additions and timely removals)
• Interact with trading desk on emergent daily trading questions
• Stay current and advise on regulatory updates (SEC, NFA, DOL, etc.) impacting our business
• Oversee and review principal trading and the investor trade consent process
• Manage Expert Networks, including chaperoning calls when applicable
• Monitor data rooms for usage and MNPI control

Required qualifications, capabilities, and skills

• Experience: Minimum of 5 years of relevant hedge fund compliance experience
• Effective Communication Skills: Strong verbal and written communication skills are necessary to engage effectively with both internal and external stakeholders
• Meticulous Attention to Detail: A commitment to precision and adherence to disciplined processes is essential
• Collaborative and Adaptable Team Player: Must thrive in a dynamic, global team environment and embrace collaboration
• Motivated: Demonstrates a passion for regulatory best practices and a desire to learn about investment concepts
• Entrepreneurial Mindset: Should bring energy, intellectual curiosity, and a strong dedication to achieving results

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: