Alternative Fund Services - Associate jobs at Jpmorgan in Canada, Toronto
JPMorgan Hedge Fund Services - Associate Canada, Ontario, Toronto
Share
- Helps execute product adoption, expansion, and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
- 2+ years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills, programs, and tools
- Demonstrated analytical skills and critical thinking ability
These jobs might be a good fit
JPMorgan Vice President - Global Fund Services Valuation Change Team Canada, Ontario, Toronto
Share
- Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
- Leads the completion of change management activities across functional partners and ensures adherence to the firm’s risk, controls, compliance, and regulatory requirements
- Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
- Complete data analysis and reconciliation to understand and explain differences between legacy and strategic pricing systems to stakeholders for help making business decisions for pricing platform adoption.
- Analyze vendor and industry change notifications to confirm if there is any impact to the Pricing Domain.
- Work with operational partners to gather business requirements and translate them to technology partners with appropriate documentations and workflows.
- Provide data validation, analysis, and recommended solutions for clients.
- Design visually compelling KPIs to communicate progress and issues targeting audiences of various levels.
- Provide frequent, clear & structured updates for consumption by LOB stakeholders and senior steering committee.
- 5+ years of experience or equivalent expertise in product delivery or a relevant domain area.
- Demonstrated ability to execute operational management and change readiness activities.
- Strong understanding of delivery and a proven track record of implementing continuous improvement processes.
- Experience in product or platform-wide release management, in addition to deployment processes and strategies.
- Strong Business Analysis skills and demonstrable experience of working across multiple projects in parallel.
- Strong understanding of pricing across exchange traded assets and the evaluated pricing of fixed income assets.
- Experience in supporting Application migrations from Legacy to Strategic Platforms.
- Experience of working with External market data vendors.
- Experience in understanding and translating client needs into strategic solutions.
- Strong written and oral communication skills, the ability to quickly adjust messages based on different audiences and agendas.
- Proficient knowledge of the product development life cycle, design, and data analytics
- Experience of producing project reporting for management, stakeholders and sponsors.
- Deals comfortably with ambiguity and uncertainty; is flexible and has the ability to create clarity and consensus.
- Ability to consistently deliver results with little direct supervision and good judgement as to when to seek assistance or escalate.
- Ability to balance and deliver upon multiple delivery requests whilst managing expectations.
- System level knowledge of JPMorganChase or similar company reviewing current tools used by Operations, and creating requirements to streamline processes and reporting.
- Strong PC skills (JIRA & Microsoft Suite - Outlook, PowerPoint, Excel, Word and Visio) and experience with applications such as Tableau, Alteryx, UiPath and Qlikview.
JPMorgan Vice President - Global Fund Services Operation Service Deli... Canada, Ontario, Toronto
Share
Job responsibilities
- Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction.
- Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency.
- Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements.
- Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes.
- 7+ years of experience in managing customer service teams in a financial institution, with a focus on service delivery operations.
- Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery.
- Advanced skills in conflict management, with experience in resolving complex client issues and complaints.
- Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service.
- Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
- Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences.
- Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions.
- Experience in mentoring team members and leading projects to achieve client and business goals.
JPMorgan Asset Management - Internal Client Advisor Associate Canada, Ontario, Toronto
Share
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $42B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.
Job Summary
As an Internal Client Advisor, you will work closely with your External Client Advisor and provide field sales coverage in Montreal and surrounding areas, coordinating business development efforts, establishing key client relationships, and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Canadian retail market.
Job Responsibilities
- Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
- Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
- Participating in and working with Client Advisor to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
- Conducting research and bringing proactive ideas to the forefront for client and prospect firms
- Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
- Providing Client Advisors and clients with analysis of the competitive landscape through use of analytical tools
- Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information
- Help coordinate & execute client events, roadshows, due diligence meetings, etc.
- Serve as primary point of contact for routine client needs and requests
Required Qualifications, capabilities and skills
- Excellent presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospects
- Exceptional analytical skills – Strong Capital Markets Acumen & ability to analyze JPMorgan’s and the competition’s products and performance
- Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
- Resource Skills – demonstrate a command on how to find information and data in the firm by developing a strong network
- Bilingual: French
Preferred Qualifications, capabilities and skills :
- 2-5 years of relevant work experience
- CIM, CIMA, CFA preferred
Rôle de conseiller client interne
Chez J.P. Morgan Asset Management, nous croyons que les investisseurs méritent un partenaire auquel ils peuvent faire confiance pour performer et obtenir de solides résultats. Qu’il s’agisse des plus grands investisseurs institutionnels du monde ou des conseillers financiers à l’horizon, nos clients comptent sur le pouvoir de la perspective pour surmonter leurs défis les plus difficiles. Nos clients nous font confiance pour gérer plus de 2,7 billions de dollars d’actifs sous gestion, dans 25 pays, afin de garantir ce qui compte le plus pour les personnes, les familles, les entreprises et les communautés qu’ils desservent. JP Morgan Asset Management Canada a été fondée en 1982 et gère actuellement plus de 34 milliards de dollars canadiens. Nous avons des bureaux à Vancouver, Toronto et Montréal et desservons des institutions, des sous-clients des services-conseils, des consultants et des conseillers financiers partout au pays.
Sommaire du poste
En tant que conseiller client interne, vous travaillerez en étroite collaboration avec votre conseiller client externe et vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, en coordonnant les efforts de développement des affaires, en établissant des relations avec les clients clés et en gérant les campagnes et les activités de marketing. Vous aurez l’occasion de faire partie d’un gestionnaire d’actifs de premier plan et de contribuer à l’expansion des capacités d’investissement sur le marché de vente au détail canadien. Responsabilités inhérentes au poste
- Cerner de façon proactive de nouvelles occasions d’affaires en effectuant des examens continus pour évaluer notre positionnement et nos avantages concurrentiels et rester au courant des recherches de gestionnaires actuelles
- Élaborer et effectuer des présentations pour les réunions avec les clients actuels et potentiels. Maximiser l’accent mis sur la prospection, la présentation et la conclusion de ventes en assumant la responsabilité de certaines parties du processus de vente (juridique, opérationnelle, marketing, etc.)
- Participer aux réunions avec les clients et collaborer avec le conseiller client pour les préparer, tant pour les nouvelles occasions d’affaires que pour la diligence raisonnable continue avec les clients.
- Mener des recherches et mettre des idées proactives à l’avant-plan pour les entreprises clientes et clientes potentielles
- Établir des relations avec les équipes de gestion de fonds et de gestion de portefeuille et tirer parti des ressources partagées pour communiquer et transmettre les informations sur les ventes et le marché
- Fournir aux conseillers et aux clients une analyse du paysage concurrentiel par l’utilisation d’outils d’analyse
- Coordonner l’information avec les gestionnaires de portefeuille de clients pour la préparation des réunions, l’ordre du jour des clients, la discussion des problèmes des clients et la collecte d’informations de suivi
- Aider à coordonner et à exécuter les événements pour les clients, les tournées de présentation, les réunions de diligence raisonnable, etc.
- Servir de point de contact principal pour les besoins et les demandes courants des clients
Qualifications, capacités et compétences requises
- Excellentes aptitudes pour la réalisation de présentations – capacité de présenter clairement aux clients actuels et potentiels des analyses et du matériel sur la concurrence
- Aptitudes exceptionnelles pour l’analyse – capacité d’analyser les produits et le rendement de JP Morgan et de la concurrence
- Aptitudes efficaces pour la communication, démontrées dans le cadre des présentations et des interactions avec les clients au téléphone et lors de réunions
- Compétences en matière de ressources – maîtrisez la façon de trouver des informations et des données dans l’entreprise en développant un réseau solide
- Connaissance approfondie des applications technologiques comme la suite Microsoft Office
- Grand souci du détail et sens de l’organisation. Capacité d’exécuter plusieurs projets simultanément
- Perspicacité aiguë des marchés financiers
- Capacité d’exceller dans un milieu au rythme rapide
Qualifications, capacités et compétences souhaitées :
- De deux à cinq ans d’expérience de travail pertinente
- CIM, CIMA, CFA de préférence
JPMorgan Payments - Mid Market Account Executive Sr Associate Canada, Ontario, Toronto
Share
As an EMEA Client Service and Onboarding Associate within the Global Corporate Bank, you will oversee the onboarding and setup of core cash management services for our regional clients. You will manage the entire implementation process, including client kickoff, project scoping, documentation, service setup, testing, go-live, and transition to Client Services. Your role involves collaborating effectively with Implementations, Sales, Product, Client Service, and various internal functional partners to ensure seamless service delivery and a high-quality client experience.
Job Responsibilities:
- Implement cash management solutions of varying size and complexity, primarily in EMEA.
- Oversee multiple projects, serving as the central point for both internal and external customers.
- Partner closely with Sales, Product, Client Service, Operations, and other internal partners to ensure successful project delivery and client experience.
- Develop project plans for each deal, incorporating the methodology used within the Project Management Team, and provide guidance to clients regarding their role within the plan.
- Attend and host regular client meetings/calls to review the project against the plan.
- Collaborate with internal and external parties to deliver solutions within minimum time frames.
- Provide accurate and timely implementation statuses and escalate issues impacting client experience or target dates.
- Support team colleagues as required.
- Identify and communicate process gaps and improvement opportunities; own improvement initiatives and be recognized by partners as a process expert.
- Adhere to all JPMorgan Chase department policies and procedures.
- Attend meetings and training as required to continue development and product knowledge.
Required Qualifications, Capabilities, and Skills:
- Experience working with corporate and/or financial institutions clients with strong client servicing skills.
- Strong verbal, written, and interpersonal communication skills.
- Project management skills required.
- Excellent time management and prioritization skills in a high-pressure, competing-priority work environment.
- Ability to work in a team environment and partner with colleagues.
- Effective issue resolution and escalation skills.
Preferred Qualifications, Capabilities, and Skills:
- Experience working with Treasury Services and Securities products is an advantage.
- A second, fluently spoken European language (French, Spanish, Italian) would be beneficial.
JPMorgan Asset Management - Internal Client Advisor Associate Canada, Ontario, Toronto
Share
Job Responsibilities:
- Manage a portfolio of Companies administering employee share plans within a team framework
- Interact with customers/clients on operational transactions related to their share plan program.
- Execute the timely processing of operational transactions, including data management, reconciliation, processing, reporting and problem solving.
- Organize, develop and maintain procedural and process documentation related to client companies’ program(s) to ensure accurate transaction processing and minimize risk.
- Assist in identifying new system tools and enhancements to existing systems.
- Implement projects to enhance business operations while acting as a point of contact for Client Accounts.
- Create and maintain excellent relations with key business partners as well as identify innovative client solutions.
Required Qualifications, Capabilities and Skills:
- Excellent communication skills
- Proven numeric, financial analysis, documentation and procedural skills required
- Excellent computer skills including Microsoft Excel and Word
- Demonstrate commercial acumen with an ability to be innovative & pro-active
- Ability to prioritise and adhere to tight deadlines
Preferred Qualifications, Capabilities and Skills:
- Third level qualification
JPMorgan Alternative Fund Services AFS - Accounting Analyst Canada, Ontario, Toronto
Share
Job Responsibilities:
Preparation/Review/Oversight of Net Asset Value Files and Review/Oversight of Daily Profit and Loss Calculations
Preparation/Review of fund, share class, and investor allocations including calculations of management and performance fees
Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation including ensuring all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties and create, maintain and update procedures for client specific deliverables
Work closely with the new business team and client through the on-boarding process and on-going review of daily controls and communication of any new training or procedural changes to your team
Work closely with your clients to resolve queries and providing first level account and with investment operations, reconciliations, investor relations and financial reporting teams to agree with internal deadlines to ensure external client deadlines are met
Assist with training and coaching new team members as the group grows and ensure that technology available is being fully utilized in the most efficient manner. Report to management on MIS and ad hoc that issues that may arise
Required Qualifications, Skills and Capabilities:
Bachelor degree required, degree preference is Finance, Accounting, or Economics
3+ years of Hedge Fund experience or work for Big 4 audit firms
Thorough knowledge of the hedge fund & private equity environment including accounting for investor allocations, share classes, waterfalls calls/distributions processing and complex investment and securities processing
Streamline operational processes to reduce risk and improve efficiency
Excellent client service orientation and proven ability to deal with demanding clients
Work closely with legal/compliance to ensure all funds are in compliance with the relevant regulatory authorities
Ensure there is appropriate back up on each fund to cover holidays, absences and turnover
Preferred qualifications:
Experience with private equity is a plus
Strong knowledge of hedge fund products, analytical skills, communication skills and proven adaptability and ability to work in a high growth area
Ability to lead and manage high performing teams, superior interpersonal skills, strategic thinker with proven track record
Share
- Helps execute product adoption, expansion, and retention activities to support a healthy customer base
- Attends and participates in regular account meetings while keeping thorough notes to ensure accountability for customers
- Investigates and resolves customer issues in a timely and efficient manner
- Tracks and analyzes key metrics to measure customer success
- 2+ years of experience or equivalent expertise in customer success or a relevant domain area
- Strong verbal and written communication skills
- Comfortable using technology with a willingness to learn new technological skills, programs, and tools
- Demonstrated analytical skills and critical thinking ability
These jobs might be a good fit
