Equity Derivatives Sales Support - Analyst jobs at Jpmorgan in China, Kowloon

Job Responsibilities:

• Lead daily operations related to Party Central, focusing on setup, maintenance, and updates on client accounts.
• Validate and diligently review documentation
• Ensure requests are authorized and clearly understood before actioning.
• Ensure the procedural guidelines are followed without any misses
• Proactively resolve open issues and escalations, keeping Management in the loop
• Act as a primary contact for internal stakeholders, ensuring effective communication.
• Should manage training needs of the team along with ensuring completion of the mandatory targets
• Provide expertise on client hierarchies, ownership structures, and regulatory obligations.
• Support audit requirements with timely and accurate data retrieval and documentation.
• Develop and maintain standard operating procedures and control frameworks.

Required Qualifications, Skills, and Capabilities:

• University graduate with 3+ years of experience in financial services or related industries.
• Fluency in written and spoken English with strong communication skills.
• Proficiency in party reference data, client onboarding, and KYC processes.
• Proficient in advanced Excel and PowerPoint, with strong analytical skills and attention to detail.\

Job Responsibilities:

• Analyzing portfolios including positioning, analytics and performance results
• Creating and maintaining client presentations, marketing, performance commentary, and other client communications
• Responding to ad-hoc requests from clients and internal groups
• Facilitating meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings)
• Partnering with client advisors on new business opportunities (represent fixed income capabilities in meetings, facilitate RFPs, pitch decks)
• Developing in-depth understanding of fixed income investment portfolios

Required qualifications, capabilities and skills

• 2+ years of experience with fixed income knowledge
• Interest in financial markets, economics and the insurance industry
• Bachelor’s degree
• Strong proficiency with PowerPoint slide creation and strong Excel skills required.
• Meet tight deadlines while possessing strong attention to detail
• Demonstrate ability to multi-task and re-prioritize quickly
• Written and verbal communication skills
• Quantitative skills - proficiency in basic financial calculations and high aptitude with numbers
• Adaptable, innovative, and results oriented, with excellent teamwork skills
• Series 7 & 63

Preferred qualifications, capabilities and skills

• Other computer skills a plus

As an Asset Servicing Analyst in Markets Asset Servicing team within CIB Operations, your primary focus will be interacting with fast paced trading desk, facilitate asset servicing optimization strategy and manage the risks throughout end-to-end corporation actions lifecycle from announcement capture up to event completion. You will communicate corporate action events to front office trading, middle office personnels, and other operations departments to ensure timely execution of client instructions.

Job responsibilities

• Vigilant coordination with client instructions to facilitate Asset Servicing optimization strategy
• Engage with front office, middle office, settlements, cash management, custodians, etc. to proactively manage the risk of high-profile corporate action events
• Drive various process enhancement and digital tools initiatives globally and regionally
• Receive, investigate, and respond to internal queries in a timely and accurate manner
• Facilitate the completion of regular and ad-hoc client, investor, and regulatory reporting requirements in a timely, accurate, and professional manner

Required qualifications, capabilities, and skills

• Minimum of 1 year of industry experience, with proven solid experience in day-to-day operation processing
• Ability to demonstrate understanding of Asset Servicing event processing
• Strong communication skills, articulate key risk and challenge of daily processing to management
• A good team player
• Flexible and comfortable to deal with pressure and fast paced, volume driven environment
• Exhibit strong analytical and problem solving skills coupled with independent and reliable decision-making skills
• Be a self-starter, with ability to work on own initiatives and to learn quickly
• Ability to follow tight deadlines, organize, and prioritize work
  

As the non-bank financial institutions sector continues to show strong momentum across the APAC region, we are looking for a strong hunter to grow and develop Hong Kong NBFI Payment’s products sales & revenue. As a NBFI Payments Sales Manager Vice President, you will be primarily responsible for growing and developing our Hong Kong NBFI Payments business with existing and prospective clients. You will be expected to build pipeline and achieve new business sales goals through effective account planning, strong relationships and implementation of sophisticated selling strategies. This role provides an opportunity to engage with clients at senior and strategic levels to provide integrated treasury solutions.

Job responsibilities

• Drive sales of the entire Payments product suite/solution, including treasury services which covers core cash clearing, liquidity management and foreign exchange solutions; merchant services and trade & working capital.
• Achieve new business goals, including the annual sales plan at target margins. Identify prospects and opportunities, develop strategic calling plans, and engage partners and senior managers to influence prospective clients.
• Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view. Identify ways to help clients achieve their most important business/treasury objectives.
• Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework. Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning.
• Partner closely with global stakeholders, including Coverage, Product, Client Services, and Implementation teams, to execute the sales strategy.
• Understand the unique challenges and requirements in the industry/client segment. Actively participate and contribute in end-to-end product and service reviews to ensure constant improvement in our solution offering.
• Manage the entire sales process, including supervising end-to-end implementation and day-to-day operations of client solutions.
• Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting /approval requirements
• Handle AML/Sanction related inquiry at both transactional or relationship levels; work with client and internal teams to smoothen the compliance investigations and screening
• Work as a team and provide leadership to organize and co-ordinate client events as to promote and strengthen J.P. Morgan’s franchise.

Required qualifications, capabilities, and skills

• Minimum Bachelor’s degree or equivalent.
• At least 8 years relevant experience in Treasury Services sales for Non-Bank Financial Institutional (‘NBFI’) clients, preferably covering Insurers and Asset Managers with proven ability to build and develop relationships, win and close new businesses.
• Strong knowledge in cash, foreign exchange, liquidity and information management products.
• In-depth understanding of the Hong Kong and APAC regional transaction banking landscape, with intellectual curiosity to keep up with the ever-changing market.
• Excellent communication skills, with fluency in Cantonese & Mandarin required to cater to local language speaking clients.
• Established network and experience working with Hong Kong headquartered as well as multinational NBFI clients.
• Understanding of the regulatory and compliance environment in the market with strong experience in AML/KYC risk and control process.
• Effective partnership skills with internal and external stakeholders.

As a Fund Accounting Analyst/Associate in the Fund Services Operations team, you will manage the work flow and scheduling of assignments and quality control through the review and approval process of accounting and securities records for each fund administered. You will need to ensure all prescribed controls have been adhered to by the Fund Accountants. Problem investigation and resolution where accounting or securities transactions are seen to break the validation tolerances of the J.P. Morgan systems.

Job responsibilities:

• Manage the work flow, scheduling of assignments and quality control through the review and approval process of accounting and securities records for each fund administered
• Ensure all prescribed controls have been adhered to by the Fund Accountants
• Deliver portfolio valuation to clients
• Provide timely net asset value (NAV) production, accounting validation and management escalation, in the event of issues
• Be able to identify and lead change with system development and process improvements
• Liaise with internal stakeholder in regard to setting SLAs, resolving issues, and assist with training and provide support to ensure that they can provide a quality service
• Escalate any production, client or staff related issue, concern or query promptly to the Senior Manager and to demonstrate risk awareness at all times

Required qualifications, capabilities, and skills:

• At least a Bachelor's Degree in Accounting, Business, Finance, Economics, or related disciplines
• At least 2 years of fund accounting experience
• Strong technical skill including accounting principles and theories
• Thorough understanding of securities types and their accounting treatments
• Proven ability establish and prepare key metrics to measure workflow capacity, system efficiency and effectiveness of control.
• Self-starter with ability to learn quickly, possesses strong analytical and problem skills, and attention to detail
• Control focus with a thorough understanding of operational risk
• Business process and procedure orientated
• Excellent communication skill
• Proven ability to operate effectively in a matrix organization with ability to work under pressure and multiple tight timeframes.
• Strong time-management skills and sense of urgency

Preferred qualifications, capabilities, and skills:

• Certified Public Accountant (CPA) preferred, but not essential
• Fluency in Mandarin is an advantage

This role provides the platform to interact with other global partners like the middle office teams, client service managers, product partners, and other regional processing teams in the LOB on daily operational matters including monitoring, analyzing, and advocating continuous improvement of the service delivery relationship between JPM and the client by leveraging various systems and digital tools across the organization. You will work with, and manage through, other operational areas both locally and globally to ensure provision of timely and efficient level of issues resolution.

Job responsibilities

• Ensure timely and accurate completion of Controls, Checks, Instructions, and Queries on a daily basis.
• Review and, where necessary, update existing processes or procedures to minimize risk and improve the operational environment.
• Reconcile, validate votes from Proxy vendors.
• Responsible for adherence to all departmental procedures, policies, checkpoints, and controls.
• Proactive follow up on any client's queries / escalations

Required qualifications, capabilities, and skills

• Financial Services background is not essential, but with Custody or Investment Bank Asset Servicing experience (Income / Corporate Actions / Proxy Voting)
• Proven experience in driving various process enhancements and digital tools initiatives globally and regionally
• Maintain high attention to detail with risk associated to the process
• Experience of communicating both oral and written to management, clients and colleagues
• Flexible, follow tight deadlines, organize and prioritize work and comfortable to deal with pressure and fast-paced environment

Preferred qualifications, capabilities, and skills

• Prior experience in custodian services / settlement.
• Proficient in Microsoft Office
• Effective communication skill to both external and internal stakeholders