Global Corporate Banking Subsidiary Analyst jobs at Jpmorgan in Canada, Toronto
JPMorgan Vice President - Global Fund Services Valuation Change Team Canada, Ontario, Toronto
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- 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.
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JPMorgan Global Custody Tax - Product Manager Vice President Canada, Ontario, Toronto
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- Monitoring and management of implementation of tax changes across the North American markets, and having primary focus in Canada. Assess impact to product and service offering to custody business locations and their respective clients. Manage appropriate internal and external communications.
- Management of the oversight model ensuring that tax regulations and associated reporting obligations are met in each market. Review and refine the oversight model resulting from changes in market requirements and/or business structure.
- Maintenance of relevant internal / external materials reflecting current state of local law, treaty, including entity level taxation of various types of investor
- Management of tax information in JPMorgan’s Tax Intelligence platform
- Working with advisors and industry participants to oversee the tax service in the local markets
- Participate in relevant industry associations
- Drafting of market flashes and associated policies, tax product materials, etc.
- Collaboration with the Operations and Corporate Tax teams to assess the impact of Market & Regulatory developments on the Global Custody Tax product offering. Ensure that resultant solutions meet agreed requirements / standards.
- Defining and implementing new and / or enhanced tax product features and functions
- Supporting client requests that require a change to the custody tax service offering. Conduct business assessments, define / create solutions and manage the implementation.
- Experience with NR4/NR4 Summary; T5, T5008 and RL18 reporting and general Canadian tax compliance, including withholding and remittance to the CRA.
- Ability to move process change, from the definition of initial requirements through to the delivery of the end solution.
- Significant experience working in a professional services firm, a financial services firm, and/or product management role.
- Knowledge of Securities Taxation and the service delivered by a Custodian.
- Demonstrated ability to think strategically with respect to product strategy and development agenda.
- Experience working in the North American region, with specific expertise in Canada, both in terms of client engagement and Tax Authority liaison;
- Ability to work independently in country and also effectively in a matrix organization.
- Experience in managing and influencing key business partners and cross-functional stakeholders for the delivery of the services.
- Excellent communication, influencing and negotiation skills with the ability to establish and communicate the Direct and Global Custody Tax strategy.
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JPMorgan Vice President - Global Fund Services Operation Service Deli... Canada, Ontario, Toronto
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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.
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JPMorgan Alternative Fund Services AFS - Accounting Analyst Canada, Ontario, Toronto
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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
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JPMorgan Global Corporate Banking Subsidiary Analyst Canada, Ontario, Toronto
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Job Responsibilities:
• Assisting Regional Subsidiary Bankers in managing existing client relationships and developing new client base to drive revenue growth • Engaging and coordinating with partners across the firm to develop proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, Asset Management and Investor Services
• Preparing customized pitch books and other marketing materials to help generate new business as well as review existing relationships and setups; understanding clients’ cash management structure and objectives to anticipate their needs
• Partnering with Bankers and Payments Sales Managers on new bids (including RFPs), leading with pricing and profitability models and assisting with the finalization of the sale through documentation negotiation and smooth handoff to the implementation and service teams
• Preparing internal approval documents such as credit memos and balance sheet committee models; supporting credit approval and documentation process and coordinating implementation of required facilities
• Maintaining internal reports; monitoring revenue trend reporting on a monthly basis to identify crucial upward and downward portfolio trends; working with Finance and Business Management teams to ensure deals are tracked accurately for reporting
• Helping with industry, credit and company analysis (review financial statements, listen to and summarize investor presentations) to detect trends and themes and communicating them effectively
• Conducting pricing analyses and supporting the development of pricing strategy/recommendations, especially as it relates to Requests for Proposal (RFPs) and new client requests • Helping maintain existing business through a high level of customer satisfaction
• Partnering with Relationship Management Professionals (RMPs) on the client onboarding and KYC process to ensure the Firm’s adherence to legal, regulatory and compliance requirements
• Leading ah-hoc projects and analyses as requested
Required Qualifications, Skills and Capabilities:
• Bachelor's degree with outstanding academic credentials
• At least 1-2 years of professional experience (experience in Corporate Banking, Investment Banking, Credit or Payments is a plus)
• Self-starter with high level of motivation, dependability, intelligence & a team player mentality
• Excellent verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
• Strong time management, organization and planning skills
• Ability to build and mobilize internal networks and resources
• Strong quantitative, analytical and computer skills including PowerPoint and Excel-based modeling
• Familiarity with J.P. Morgan processes and products
• Proficiency with research tools including Bloomberg and Factset
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JPMorgan Treasury Management Officer - Vice President Middle Market B... Canada, Ontario, Toronto
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As a Treasury Management Officer in Commercial 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 strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
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
Required qualifications, capabilities, and skills
6+ years of cash management, sales and relationship management experience
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
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JPMorgan Client Service Analyst Proactive Program & Project Team Canada, Ontario, Toronto
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The goal of PP&P is to provide a direct method of contact to the merchant to support the Canadian Business with end to end case management.
- Be the single point of contact that owns merchant's case from start to finish providing regular updates to the merchant along the way. Once the case is resolved, PP&P analysts will engage the merchant as required.
- Assist with tasks and projects from other functional groups that require analysis and call outs to merchants or other business partners
- Maintain a high level of knowledge surrounding new products, features, services, and processes
- Escalate any case that cannot be resolved within the anticipated service level or that creates risk or exposure for the bank
- Liaise with other areas of the organization in order to provide timely resolution to merchant inquiries
- Ability to work within a dynamic and fast-paced environment
- Demonstrate exemplary team working skills by maintaining a professional, positive and supportive attitude
Core Competencies
- Excellent verbal and written French and English communication skills
- Ability to provide professional and interpersonal communication when interacting with others
- Self-motivated, works well with minimal supervision, & performs well in a team environment
- Knowledge of computer software systems such as Microsoft Office, basic internet troubleshooting skills, and ability to navigate between different applications/tools
Qualifications
- Knowledge of payment processing industry and related procedures and products.
- High school diploma equivalent. Preferred qualification includes college/university diploma/degree.
- Minimum of 2 years of customer service experience.
- Bilingual - English / French.
- Work from Office in Toronto position.
These jobs might be a good fit
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- 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.
These jobs might be a good fit
