Wealth Management - Digital & Data Transformation jobs at Jpmorgan in China, Kowloon

Job responsibilities

• Work autonomously as a member of the Corporate Tax team to provide regional tax advisory services across the various businesses
• Be responsible for product, transaction and platform advisory, review of new business initiatives, technical tax updates, tax compliance and general tax planning matters
• Partner closely with the line of business front office, Corporate Tax team colleagues, external advisors and functional support group personnel located both within and outside Asia to deliver technical and commercial tax advice
• Develop and manage effective controls for new products, existing global reporting regimes and work with responsible stakeholders to review and maintain oversight over existing products/ platforms/ processes
• Pursue constant and effective communication with all stakeholders

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance, Law or a related discipline
• Minimum of 10 years of experience in tax with an accounting firm, law firm or inhouse corporate with a focus on advisory
• Strong communication (both written and verbal) and partnership skills
• Well developed analytical thinking, attention to detail and positive/ proactive attitude

Preferred qualifications, capabilities, and skills

• Knowledge of financial market products (including financial derivatives, stock brokerage, stock borrowing and lending, prime brokerage), fund management industry, common fund structures (including related portfolio taxes/treaty entitlements), and reporting regimes such as FATCA/ CRS
• HK stamp duty experience on financial market products
• Knowledge of US tax principles or broad based Asia tax experience
• Proficiency in both written and verbal Chinese language skills

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 Investment Operations Associate within Asset Management Operations Middle Office team, you will oversee the Investment Book of Record, ensuring accuracy and timely escalation of discrepancies. You will collaborate with various stakeholders to design and drive comprehensive solutions that meet business requirements. Your role is crucial in supporting the development of new products and operating models, while ensuring compliance with market and regulatory changes.

Job responsibilities:

• Oversee the Investment Book of Record to ensure any securities, derivatives and cash position discrepancies are identified and escalated to the Portfolio Managers in a timely manner
• Collaborate with various stakeholders (portfolio managers, trading desk, business management, compliance, controls, risk, client service, operations, internal and external service providers) to design and drive comprehensive solutions that meet business requirements
• Partner with Client Onboarding Management teams to set up new products and design new operating models
• Oversee offshored and outsourced activity whilst ensuring performance and service levels are met
• Keep informed of market and regulatory changes impacting the businesses and ensure processes/controls are in place to support changes
• Manage projects and initiatives, such as process improvement, business model changes, system implementation, new product or new market initiatives rollouts, and other ad hoc projects
• Ensure that a highly robust first line control framework is put in place to avoid and mitigate trading and settlement risks

Required qualifications, capabilities, and skills:

• At least Bachelor's Degree in Business, Economics, or related disciplines
• At least of 5 years of relevant experience in Middle Office and/or Investment Operations related roles
• Exceptional expertise in the investment market and familiarity of cross asset expertise in the Derivatives market, with a strong understanding of the evolving market structure and regulatory environment
• Solid derivatives product knowledge of equity and fixed income related derivatives, including but not limited to Options, Forward, IRS, CDX, CDS, CFD
• Excellent interpersonal and communication skills with good command of written and spoken English
• Ability to work in a fast-paced and hybrid environment, a “can do” attitude and the willingness to learn new applications in an ever-changing environment
• A strong team player, passionate, detail-minded and keen to develop career in asset management industry

Preferred qualifications, capabilities, and skills:

• Prior experience in Asset Management firm will be beneficial
• Fluency in Mandarin is an advantage
• Hold Chartered Financial Analyst (CFA) is an advantage

As an Associate in the NLP/LLM Data Scientist Team within Asset Management, you will be at the forefront of enhancing and facilitating various steps in our investment process. You will apply your passion for data science and machine learning to generate actionable insights for our business partners. Your work will directly contribute to improving our investment process, enhancing client experiences, and optimizing operational processes. You will collaborate closely with business stakeholders, technologists, and control partners to deploy solutions into production.

Job Responsibilities

• Collaborate with internal stakeholders to identify business needs and develop NLP/ML solutions that address client needs and drive transformation.
• Apply large language models (LLMs), machine learning (ML) techniques, and statistical analysis to enhance informed decision-making and improve workflow efficiency, which can be utilized across investment functions, client services, and operational process.
• Collect and curate datasets for model training and evaluation.
• Perform experiments using different model architectures and hyperparameters, determine appropriate objective functions and evaluation metrics, and run statistical analysis of results.
• Monitor and improve model performance through feedback and active learning.
• Collaborate with technology teams to deploy and scale the developed models in production.
• Deliver written, visual, and oral presentation of modeling results to business and technical stakeholders.
• Stay up-to-date with the latest research in LLM, ML and data science. Identify and leverage emerging techniques to drive ongoing enhancement.

Required qualifications, capabilities, and skills

• Advanced degree (MS or PhD) in a quantitative or technical discipline or significant practical experience in industry.
• Minimum of 3 years of experience in applying NLP, LLM and ML techniques in solving high-impact business problems, such as semantic search, information extraction, question answering, summarization, personalization, classification or forecasting.
• Advanced python programming skills with experience writing production quality code
• Good understanding of the foundational principles and practical implementations of ML algorithms such as clustering, decision trees, gradient descent etc.
• Hands-on experience with deep learning toolkits such as PyTorch, Transformers, HuggingFace.
• Strong knowledge of language models, prompt engineering, model finetuning, and domain adaptation.
• Familiarity with latest development in deep learning frameworks.
• Ability to communicate complex concepts and results to both technical and business audiences.

Preferred qualifications, capabilities, and skills

• Prior experience in an Asset Management line of business
• Exposure to distributed model training, and deployment
• Familiarity with techniques for model explainability and self-validation

As an Audit Associate in the APAC Asset and Wealth Management (AWM) Audit Team, you will be responsible for assessing the design and effectiveness of the internal control environment of APAC AWM business. The Associate position is a hybrid working role where you will be accountable for planning and executing audits. You will have the opportunity to work with colleagues and business stakeholders in your location and across the globe in delivering these audits. Your contributions will be essential in safeguarding the firm's reputation and supporting its strategic objectives in the dynamic world of investment management.

• Lead and execute audits efficiently including audit planning, audit testing, control evaluation, report drafting, work paper documentation and follow up and verification of issue closure. This is conducted in accordance with department and professional standards.
• Support global audit team to evaluate, test and report on the adequacy and effectiveness of management controls.
• Identify emerging risks and control issues and reporting them to audit management.
• Document audit workpapers and reports with minimal supervisions by the Audit Manager.
• Communicate audit issues and results clearly and concisely in both verbal and written form, and effectively influence the reporting process.
• Establish and maintain strong working relationships with key business stakeholders.
• Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
• Stay updated with evolving regulatory, industry and market events impacting the firm's risk organization, particularly those unique to the region.

• Minimum 3 years of audit or relevant audit/compliance/regulatory/finance experience in asset management or private banking industry.
• Bachelor’s degree in Accounting, Finance or related discipline
• Understanding and working knowledge of APAC laws, rules and regulations.
• Ability to lead audits, work effectively within a matrix organization, manage multiple projects and participate in audit assignments in a team environment.
• Good understanding of internal control concepts and audit methodology with the ability to evaluate and determine the adequacy and effectiveness of controls.
• Proficiency in risk assessment, issue/impact analysis and executive report preparation.
• Excellent communication and interpersonal skills required with ability to present complex and sensitive issues to senior management.
• Proven ability to be able to multi-task, complete projects on time and on budget, and adjust to changing priorities.

• Professional certifications such as CPA, CFA, FRM
• Proficiency in Japanese and Mandarin will be preferred to liaise with stakeholders based in Japan and China
• Strong data analytics skills using Excel, Alteryx, VB/SQL/Python and any other similar tools/languages

As a Vice President within the Network Client Consulting team, you'll support Securities Services clients, primarily in Global Custody, but also in Collateral Management, and Prime Brokerage. You will oversee a portfolio of clients, addressing their needs for understanding market and product nuances and fulfilling their training requirements. You'll collaborate with the broader Network Management team, and other stakeholders to deliver market expertise, client training, and support for Client Service and Sales teams. Your role is crucial in ensuring effective client consultation and engagement, driving J.P. Morgan's success.

Job responsibilities:

• Deliver market expertise and information to external and internal Securities Services clients, providing proactive consultation and building out the client relationship, as necessary
• Collaborate within the broader Network Management team and with other stakeholders across Sales, Product, Client Service and Operations to obtain market information and identify impact of market and product changes to clients
• Develop and deliver client training programs
• Support Client Service and Sales teams with Network Management related questions and presentations in Request for Proposal (RFPs), Request for Information (RFIs) and due diligence visits

Required qualifications, capabilities, and skills:

• Bachelor’s Degree
• At least 7 years of experience in Financial Services or Securities Services industry
• Excellent client service and relationship management skills
• Proven ability to multi-task and manage priorities effectively
• Ability to work across multiple teams in a global organization
• Excellent written and verbal communication skills in English and proficiency in business Mandarin to interact with clients from Greater China region
• Ability to articulate complex concepts clearly to differing audiences
• Strong problem-solving and presentation skills
• Ability to travel within the region 2 to 3 times a year

Preferred qualifications, capabilities, and skills:

• Prior knowledge of Global Custody or Direct Custody.
• Experience in Collateral Management or Prime Brokerage will be an advantage