Securities Company - Technology Executive Director Shanghai jobs at Jpmorgan in China, Shanghai

Job Responsibilities:

1. Financial Planning & Analysis (FP&A):

• Lead the annual budgeting, quarterly forecasting, and long-term financial planning processes for the Technology organization.
• Perform in-depth variance analysis of actual financial performance vs. budget/forecast, identifying key drivers, risks, and opportunities.
• Prepare clear, concise, and insightful monthly/quarterly financial reports and analyses (P&L, CapEx, OpEx, Headcount costs) for Technology leadership.
• Develop and maintain key financial metrics (KPIs) to measure the financial health and efficiency of the Technology function (e.g., unit cost, cost savings rate, ROI).

2. Technology Cost Management & Optimization:

• Develop a deep understanding of technology cost structures (cloud costs, infrastructure, software licenses, labor, outsourcing) and conduct cost driver analysis.
• Identify cost savings and efficiency opportunities, and drive initiatives to realization (e.g., cloud resource optimization, vendor negotiations, process improvements).
• Implement and evangelize Cloud Financial Management (FinOps) best practices.
• Manage the Technology Capital Expenditure (CapEx) and Operational Expenditure (OpEx) processes.

3. Business Management & Operational Support:

• Partner closely with Technology leadership to understand business goals, strategic priorities, and operational challenges.
• Provide business management support, including resource planning (headcount & non-labor), project portfolio management assistance, and operational metrics tracking.
• Develop and maintain key business performance indicators (OKRs/KPIs) to measure the business value and outcomes of technology initiatives.
• Support Technology governance processes (e.g., Investment Review Boards, Budget Reviews).

4. Communication:

• Act as the primary liaison between Technology and Finance, Procurement, and other business units.
• Effectively communicate complex financial and business information to technical and non-technical stakeholders, including senior management.
• Build and maintain strong collaborative relationships with Technology team leads.

5. Process Improvement

• Continuously improve financial and business management processes, templates, and tools to enhance efficiency and accuracy.
• Utilize and potentially administer financial systems (e.g., ERP - SAP/Oracle, Hyperion, Anaplan), BI tools (e.g., Tableau, Power BI), and project management tools.

Required qualifications, capabilities, and skills:

• Full-time bachelor degree or above in computer-related majors, second major in Finance related will be strong plus
• 3 years of experience in Financial Planning & Analysis (FP&A), Business Management, Management Consulting, or a related field
• Experience working in large, complex organizations is highly desirable.
• Advanced proficiency in Excel; ability to build complex financial models and analyze large datasets.
• Deep understanding of technology cost drivers (cloud cost models, infrastructure, software licensing, labor).
• Business Acumen: Ability to understand business strategy, operating models, and link financial data to business outcomes.
• Excellent English Proficiency (Both Oral and Written) and good communication skills
• Strong analytical and critical thinking skills; ability to identify issues, analyze root causes, and propose actionable solutions.
• High degree of precision in handling financial data and reporting.
• Ability to effectively manage multiple priorities and deliver high-quality results on time.
• Excellent teamwork and cross-functional collaboration skills.
• Proficiency with financial systems (SAP, Oracle, Hyperion, Anaplan, etc.) and BI/Data Visualization tools (Tableau, Power BI, etc.).
• Knowledge of project management methodologies (Agile, Waterfall).
• Relevant professional certifications (CPA, CFA, PMP).
• SQL or other data manipulation skills.

As an Associate/Vice President in Electronic Sales, you will be responsible for covering a broad range of clients, including asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds, and corporations across asset classes in FICC. You will leverage the firm's resources to meet client needs through traditional sales and e-Sales professionals, while developing unique solutions with dedicated structuring professionals.

Job Responsibilities:

• Work closely with global partners in electronic sales, electronic trading, product sales, and product managers to provide comprehensive client coverage.
• Fulfill client queries and requests for electronic execution needs, channeling feedback to improve our franchise in pricing and product.
• Identify new client opportunities and electronic execution trends, while developing a cross-product skill set.

Required Qualifications, Capabilities, and Skills:

• Minimum of 5 years of relevant working experience in a financial institution.
• Bachelor's degree or equivalent.
• Strong understanding of fundamental products across FICC.
• Highly motivated and target-driven with a proven track record in sales.
• Proficiency in Data Analysis (Tableau and Qlikview), Bloomberg, and Microsoft Excel, Word, and PowerPoint.
• Understanding of electronic execution platforms (Bloomberg, FXALL, Flextrade, 360T, BidFX, Tradeweb, MarketAxess, etc.).
• Creative problem solver with the ability to perform well under pressure.
• Clear, logical thinker with strong qualitative abilities.
• Strong team player, detail-oriented with a disciplined approach to process and quality control.
• Ability to learn quickly, multi-task, and self-manage priorities.
• Effective communication skills to interact with internal partners and clients.

Preferred Qualifications, Capabilities, and Skills:

• Strong intellectual curiosity, organization, attention to detail, and ability to perform well under high-pressure situations with urgency.
• Prior experience in electronic sales representative roles in Global Markets is preferred.

2025 Find Your Fit – Early Career Programs in China – Shanghai Jiao Tong University

Date:Friday September 26th, 2025

Time:3:00 – 5:00 pm

Please submit your registration by September 22nd, 2025

2026 China Internship Program

• Investment Banking Summer Analyst Program ( )
• Markets Summer Analyst Program – Sales & Trading ( ),
• Markets Summer Analyst Program – Research ( )
• Asset Management Seasonal Internship Program - Business Analyst ( )
• Asset Management Seasonal Internship Program - Research Analyst ( )
• Payments Seasonal Internship Program – ( )
• Global Corporate Banking Seasonal Internship Program ( )
• Research & Analytics Seasonal Internship Program ( )
• Operations Seasonal Internship Program ( )

Job Summary

As an Associate in Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

Roles and responsibilities

• Responsible for the assessment and control of deal execution quality throughout deal life cycle
• Advise deal execution teams on technical and execution issues
• Review working papers to ensure completeness and compliance with the regulatory requirements before submission
• Support the development and maintenance of investment banking policies and procedures

Qualification:

• Fluency in written and spoken Chinese and English
• Attainment of all necessary CSRC licenses (or any other licenses / qualifications as required) for carrying out securities and other regulated activities
• Bachelor degree or above
• At least 5 years working experience in a reputational investment banking company or an accounting firm
• At least 3 years of experience in a quality control function with diverse product review exposure
• Sponsor principal qualified/CPA (or equivalent certificate) /legal background a plus

As a Summer Analyst in the Global Markets Program, you will monitor markets, develop trade ideas, conduct portfolio reviews, and learn about the solutions and products we offer for clients to manage any market conditions. Across all tracks, you will support senior colleagues with important research, analysis and preparatory work. Your work and contributions will be valuable to the team from the start. Expert instructors and J.P. Morgan professionals will teach you about our history, the scale and scope of our organization today and our ambitious plans for tomorrow. We will teach you technical and practical skills that will help you hit the ground running.

Job responsibilities

In the Sales Track:

• Helps corporate and institutional clients navigate the breadth of J.P. Morgan product offerings across Markets and Platform Services.
• Learn how we build relationships with clients and package tailor-made solutions that meet the needs of a wide array of clients. A salesperson typically has excellent communication skills, an analytical mind, is a capable multi-tasker, and team oriented.

In the Trading Track:

• a unique insight into global markets.
• Provide liquidity to clients in all major asset classes and pride ourselves on our fast execution, market share and e-trading platforms. A trader’s role is to respond to and encourage client enquiries, manage the resulting risk, and respond to market-moving events. Trading is detail-focused, intellectually stimulating and requires logical and quick decision-making.

Required qualifications, capabilities and skills:

• Expected graduation date of September 2026 – July 2027 from a Bachelor’s or Master’s program
  • If you are pursuing a Master’s Degree, it must be completed within 2 years of your Bachelor’s Degree
• Proven analytical skills (e.g., algebra, statistics, probability), experience with quantitative and data analysis
• Exceptional writing skills
• Genuine interest in financial markets and economic data and trends
• Ability to multi-task and collaborate within a team environment
• Strong organizational skills and ability to meet deadlines in a dynamic environment
• Confidence and initiative to take on responsibility and manage your own projects
• Excellent verbal and written communication skills
• We’re a global company whose primary business language is English and so fluency in English is required.
• Fluency in Mandarin is required as you will focus on client engagement and business development for the Sales desk covering the Chinese market
• To be eligible for this program, you must be authorized to work in China. We do not offer any type of employment-based immigration sponsorship for this program.

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant application questions so we have as much information about you as possible.

After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.

Please email us atfor any enquiries, and visit

Job summary

As a Debt Portfolio Manager within Asset Management, you will be a key contributor to the management of the portfolios. Your value-promotion mindset and risk-taking ability will be essential in formulating credit strategies to deliver alpha over and above our client’s target. This role, based in Shanghai, will require significant coordination with fixed income research team as well as the broader Asset Management team.

Job Responsibilities:

• Fixed income investing with focus on limiting downside risk, individual security selection and price valuation in efficiencies in the market.
• Oversee for developing and implementing strategic asset allocation and optimized portfolios which outperform client defined benchmarks utilizing relative value, macro and microeconomic analysis.
• Actively participate and represent the platform’s philosophy, process & strategy styles at client, consultant and internal meetings.
• Participate in the planning and development of new business processes.
• Provide analysis of portfolio positioning, sector allocations and key risk metrics.
• Determine account & portfolio suitability of securities for participation in investment recommendations.
• Study market commentary, research opinions, and economic forecasts with research analysts and assistant fund managers to assist in determining tactical investment strategy.

Required qualifications, capabilities and skills:

• Minimum 3+ years Debt investment experience with proven track record as Buy Side Portfolio Manager.
• Ability to detect and articulate asymmetric credit strategies.
• Ability to deep dive in Credit names and identify values and trade ideas and strong knowledge of Fixed Income Markets.
• Excellent macro understand of financial markets.
• Strong team player with Strong presentation and communications skills.
• Attainment of all necessary regulatory licenses (or any other licenses / qualifications as required) for carrying out Asset Management and other regulated activities
• Undergraduate degree from a reputable university

RESPONSIBILITIES

• Will be part of China CEM Technology team responsible for China markets application support and ownership, onshore markets technology project planning, management and implementation.
• Work with CIB Markets Tech AD groups, LOB TRC, EP/IP teams and 3rd party vendor to deliver projects / tasks on-time, on-budget with high quality.
• Keep strong partnership with different business stakeholders to ensure understanding of business requirement, working out project scope/plan and prioritizing time and resource.
• Support CIB Markets Tech offshore teams in regional/global projects rollout to China.
• China onshore technology point of contact person for CIB Markets China demands / initiatives.
• Support local regulatory reporting, regulatory system setup and other regulatory requirements from CIB Markets Tech perspective.
• Support various location specific resiliency, audit and compliance activities from local CIB Markets Tech perspective.
• Support China CEM Trading desk, China Market Sales, TCIO, Back Office teams for interbank FX/Fix Income/Commodity/Money Market business application issue trouble-shooting and requirement implementation.
• Keep strong linkage with regional/global teams to leverage good practice, processes, functions and resources.
• Follow JPMC firm standard to ensure proper control and management of onshore applications/tools.
• Build knowledge base and documentations for China CEM Tech.

QUALIFICATIONS AND REQUIREMENTS

• 5+ years IT experience, preferably within banking or financial services sector.
• Technical Skillset: UNIX / Linux technologies, Shell Scripting, Python, Oracle / SQL.
• Knowledge of China Interbank market business and system (e.g., Bond, FX, Derivatives) would be an advantage.
• Experience in Project management, familiar with processes, tools and controls applied in each project phase and ensure the project delivery with high quality.
• Excellent coordination, communication and prioritization skill in multi-task, multi-cultures and multi-LOB (line of business) environment.
• Experience in change management and SDLC (Software Development Life Cycle).
• Proven record of ownership and accountability with successful project delivery, preferably around application system setup, implementation, enhancement and migration.
• Experience in managing vendor and supplier relationships would be an advantage.
• Tactical thinking and strong analytical skills with high and fast learning capability.
• Structured approach to decision making based on rational analysis.
• Good mindset of risk management and cyber security.
• Good team player and collaboration.
• Passionate and positive attitude.
• Degree in Computer Science / Engineering or other relevant majors.
• Fluent in English and Chinese, both verbal and written.