Fund Servicing Analyst - Financial Reporting Tax Manila jobs at Jpmorgan in Philippines

As a Business Analysis Senior Associate within the Performance, Reporting, and Insights Team, you will collaborate closely with the Relationship & Governance Leads and the Operations business unit to support the delivery of business requirements related to reporting and data analysis. You will execute reporting governance activities and actively contribute to the development of reporting automation initiatives. Utilizing your expertise in big data querying and modeling, you will compile data to narrate the challenges and propose solutions. You will apply automation skills using tools such as JIRA, Confluence, UiPath, and Alteryx. Additionally, you will be responsible for conducting QA/testing of new solutions and enhancements, as well as solution re-certification, ensuring the reporting inventory remains accurate and consistently meets business needs.

Job Responsibilities:

• Gathering of reporting requirements and creation of business requirement document (BRD)
• Reporting Solution Development using Tableau, Looker
• Supporting developers on dashboard creation/modification
• Testing/QA of new reporting solutions or enhancements
• Troubleshooting of solution issues and support on break-fix.
• Recertifying of existing reporting solutions
• Adhering to Reporting Governance
• Providing descriptive, diagnostic, predictive, and prescriptive analysis to support business problems and decision-making
• Putting together data analysis in a compelling story
• Lead implementation and usage of UiPath or other emerging automation technologies
• Partner with Governance Lead on execution of reporting governance activities

Required qualifications, capabilities and skills

• 6+ years in a business analytics or data analytics-related role supporting Contact Centre Operations.
• Demonstrated ability to perform descriptive, diagnostic, predictive and prescriptive data analysis
• Hands on experience in data wrangling tools (ie SQL, Alteryx) and Salesforce Report/Dashboard.
• Deep experience in JIRA/Confluence, Sharepoint Designer, UiPath, Alteryx
• Advanced excel skills (ie. Index Match, xlookup, Analysis Toolpak, VBA, etc)
• Working knowledge of various data modeling and statistical tools (ie. Python)
• Strong data visualisation skills and ability to tell a compelling data story.
• Strong analytical and problem-solving skills, communication skills (verbal and written), and presentation skills.
• Ability to articulate complex data to non-data users in a way that would be easily understood
• Excellent user of MS Office products (Powerpoint, Excel, etc)
• Ability to manage own workload and deliverables.

Preferred qualifications, capabilities and skills

• SQL and Alteryx Certification

As a Service Travel Advisor IV in Chase Travel, you will contribute significantly to delivering extraordinary customer service to our travel clients and exceeding their expectations. Your role will involve booking travel, resolving issues promptly, and liaising with vendors to ensure client expectations are met. You will use conflict management and influence to navigate challenging situations and persuade others to achieve beneficial outcomes. Your attention to detail and analytical thinking will be crucial in managing travel logistics and identifying underlying issues. With a strong understanding of customer experience and travel technology, you will leverage online travel tools to optimize the travel process from start to finish.

Job responsibilities

• Coordinate and fulfill travel bookings for clients, ensuring all details align with client preferences and company standards
• Utilize travel management technology tools to optimize the travel process, from initial booking to final itinerary confirmation
• Identify and promptly resolve complex travel-related issues, leveraging your skills in conflict management and customer relationship management to de-escalate
• Analyze travel logistics and client feedback to identify areas for improvement and contribute to the development of new solutions
• Maintain professional relationships with vendors, negotiating as necessary to ensure client expectations are met and exceeded
• Communicate effectively and efficiently, with an expectation of being able to engage with high profile and VIP clients

Required qualifications, capabilities, and skills

• Must have at least 5 years recent, native GDS experience on Sabre
• Experience in international fares and pricing
• Proven ability to coordinate and fulfill travel bookings in line with client preferences and firm standards
• Demonstrated ability to utilize travel management technology tools, including travel planning software and booking systems, to optimize the travel process
• Showcase capacities in conflict management and customer relationship management, with the ability to promptly resolve travel-related issues and maintain professional relationships with clients and vendors
• Developing analytical thinking skills, with the ability to systematically organize, compare, and evaluate various aspects of a situation to identify key information and potential areas for improvement
• Proficient understanding of customer experience and the ability to understand how customers interact and perceive a brand or business throughout the entire customer journey

Preferred qualifications, capabilities, and skills

• Experience in setting up PNRs, ticketing and exchanging international tickets

As a Wealth Management-IPB Cash-Team Leader within J.P. Morgan Asset & Wealth Management, you will manage day-to-day cash operations for Private Bank clients, ensuring compliance with regulatory requirements and optimizing processes. You will collaborate with global teams to drive transformation and innovation, while promoting a collaborative and inclusive work environment.

Job Responsibilities:

• Manage day-to-day operations, including monitoring and processing cash movements, managing exceptions, and enriching client money transfers.
• Support investigations into payment issues, handle fund returns and amendments, and ensure compliance with regulatory reporting requirements for EU and Asia.
• Contribute to process optimization by supporting operational model changes, managing error reports, and leveraging AI/ML and other advanced technologies.
• Assist in meeting market/currency deadlines, handling exceptions and escalations, training, operational controls, and policy adherence.
• Collaborate with Client Services, Bankers, Treasury Services, and other Operations organizations to enhance client experience.
• Support the transformation agenda and work with global teams to drive innovation.
• Assist in effective communication and influence within the team and with stakeholders.
• Operate effectively in a high-volume, rapid-paced, deadline-oriented environment.
• Proactively manage escalations, promote process improvement ideas, share best practices, manage risk, identify issues, and escalate as necessary.
• Support the creation of an effective control environment, assist in developing, implementing, and periodically performing key controls.

Required qualifications, capabilities, and skills:

• Experience in Financial Services, Operations, or management in Investment Banking or Wealth Management operations.
• Strong ability to build relationships and influence colleagues, business leaders, and functional partners.
• Strong industry experience with an understanding of standards.
• Consultative approach, understanding and anticipating business partner needs.
• Collaborate effectively with Operations Leaders and key partners.
• Drive critical thinking, proactively seek out best practices.
• Highly motivated individual with problem-solving abilities and transformation expertise.

Preferred qualifications, capabilities, and skills:

• Graduate Degree; MBA or other postgraduate degree is preferred.
• Knowledge of various automation tools and AI/ML understanding.
• Willingness to work in US, ASIA & EMEA shifts.
• Excellent written and verbal communication skills.
• Good analytical skills with attention to detail, quick grasping, and retention.
• Coordination and teamwork; Exception handling and subject matter expertise.
• Time management, flexibility, and adaptability to changes.

Job Responsibilities

• Drive project deliverables by proactively engaging team members and stakeholders to advance the HL Roadmap.
• Partner with Area Product Owners and product teams to refine product backlog and execute the product roadmap.
• Define and present feature strategies, writing epics, user stories, and acceptance criteria for agile development.
• Participate in all agile events as an active product group team member.
• Execute timely Production Validations and conduct lessons learned to improve future processes.
• Generate and maintain business requirements, process maps, and flows as needed.
• Serve as a Subject Matter Resource by understanding relevant environments and scope.
• Collaborate with interfacing teams to evaluate dependencies, requirements, and schedules.
• Conduct elaboration sessions to refine requirements and capture customer needs beyond initial questionnaires.
• Identify, communicate, and escalate risks, blockers, and impacts to ensure timely project delivery.
• Manage existing product features and lead research, definition, and development of new features to advance the roadmap.

Required Qualifications, Capabilities, and Skills

• Experience in business analysis or product management roles using agile methods
• Experience developing business requirements, writing user stories, and creating testing conditions and validation criteria
• Demonstrated ability to work independently and self-direct tasks
• Strong collaboration skills with experience coordinating across business and technology teams
• Proficiency in Microsoft Office Suite, including Excel, Word, Visio, and PowerPoint
• Working knowledge of agile processes and principles, including agile project management tools (Confluence, Align, JIRA)
• Experience managing agile, cross-functional teams through influence
• Strong oral and written communication skills
• Analytical and problem-solving skills
• Ability to work in Eastern Standard Time hours and overlap with India Standard Time as needed
• Experience in consumer-facing technology product launches

Preferred Qualifications, Capabilities, and Skills

• Understanding of US Mortgage drivers and broader business context
• Familiarity with API, ETL, Kafka, and AWS Cloud infrastructure
• Knowledge of applications used in Home Lending Servicing environments
• Experience in product management focused on technology products
• Ability to communicate and influence across various organizational levels
• Leadership skills in driving product vision and strategy
• Experience in research, definition, and development of new product features

TENURE:

• Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

PERFORMANCE:

• Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

As the Tax Documentation Compliance Team Lead within the IPB Tax Operations team, you will play a pivotal role in ensuring adherence to tax regulation requirements for the EMEA platform. You will oversee the review and acceptance of client tax documentation, maintain data integrity across systems, and coordinate operational tax projects. You will act as a Center of Excellence, providing guidance on onboarding and operational tax matters, and support all aspects of client onboarding, including AML, KYC, and FATCA/CRS implementation. Your leadership will promote compliance and operational success in a demanding, multi-jurisdictional environment.

Job Responsibilities:

• Review and accept client tax documentation, ensuring accuracy and compliance
• Input and maintain client data across multiple systems
• Provide guidance, advice, and training to other teams on tax documentation matters
• Advise the business on account opening and due diligence tax issues
• Support business development for prospective clients prior to account opening
• Perform controls and reconciliations to ensure data consistency with client documentation
• Monitor tax reporting deadlines and ensure timely submissions
• Generate metrics and statistics for operational reporting
• Act as the local escalation point for complex tax documentation issues
• Manage day-to-day team operations, including work allocation and prioritization
• Coordinate tax-related projects from an operational perspective.

Required qualifications, capabilities and skills:

• Bachelor's degree or professional certification in tax
• Deep knowledge of structures within the Wealth Management industry
• Excellent understanding of AML/KYC requirements and Economic Sanctions regulations
• Familiarity with Common Reporting Standard (CRS)
• Familiarity with US tax forms
• General knowledge of the Asia tax regime
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple workstreams and prioritize effectively
• Flexible, team-oriented approach with the ability to work independently
• High ethical standards and sense of responsibility and ability to meet tight deadlines in a demanding environment.
• Strong MS Office skills, including intermediate Excel proficiency

Preferred qualifications, capabilities and skills:

• Automation skills (Alteryx, Xceptor, etc.)
• Project management experience
• Outstanding interpersonal, verbal, and written communication skills
• Fluency in any European language in addition to English

As a Fund Servicing Analyst within the Securities Services Operations, you are responsible for the day-to-day production, validation & delivery of Financial Statements of Accounts & Net Asset Value (NAV) calculations for a group of funds (mutual, insurance, pension, hedge fund etc.). A broad knowledge of fund accounting is required as this role takes ownership for the accuracy of all accounting and investment components of the financial statements.

Job Responsibilities:

• Maintain accurate accounting and securities records for each fund administered, ensuring adherence to prescribed controls for fund accounting processes.
• Investigate problems and resolutions where accounting or securities transactions breach JP Morgan system validation tolerances. P
• Produce NAV, validate accounting, and escalate management issues to ensure individual and team performance success.
• Ensure adherence to operational procedures for accurate and timely task completion.
  Support Process Managers in providing top-quality operations for global business support.
• Document procedures and identify requirements for additional controls.
  Provide training to new hires.
• Prepare files in accordance with internal control checklists for applicable portfolio items.
• Keep adequate documentation to explain and support unusual items, such as past due dividends and large price movements.
• Complete accurate and legible files within manager-set deadlines to fulfill production requirements.
• Assist in the preparation of all ad hoc inquiries from clients, emphasizing inter-department communication.
  

Required qualifications, capabilities, and skills:

• Minimum 4 years in Banking / Financial services industry or with accounting firm.
• Experience in an automated processing environment.
• With people relationship building and collaboration skills
• Analytical with good problem-solving skills
• Committed approach with the ability to communicate effectively within a small team
• Flexibility - support department projects and work overtime during peak production periods
  

Preferred qualifications, capabilities and skills:

• Good understanding of security types and their accounting treatment
• Awareness of stock market practices & data vendor systems (e.g. Bloomberg)
• Knowledge of the processes of a fund’s Custodian Bank and Investment Manager
• Bachelor's Degree

As a Trade Lifecycle Analyst in the Direct Custody and Clearing team, you will play a crucial role in managing the pre- and post-trading execution life cycle operations. You will oversee daily transactional operations, ensuring accurate processing, strict adherence to regulatory and internal guidelines, and effective risk management and work closely with the DCC team in Sydney to ensure the best outcomes for the business and clients.
Job responsibilities

Required qualifications, capabilities and skills

• Bachelor’s Degree in Finance, Business Administration, or a related field.
• At least 5 years of experience in transaction processing, ideally within a custodial or direct custody environment.
• Solid understanding of financial instruments, custody operations, and settlement processes.
• Familiarity with regulatory standards and compliance frameworks relevant to direct custody operations.
• Strong analytical skills with high attention to detail.
• Display broad-based initiative in business problem resolution with demonstrated ability to 'think outside the square", undertake qualitative and quantitative analysis and manage time and priorities.
• Strives for operational excellence to emphasize achievement and continuous improvement.
• Encourages critical evaluation of current practices while identifying opportunities and mitigating risks.
• Takes ownership to meet goals, adapts to new processes, and ensures high-quality client service.
• Communicates effectively with multiple stakeholders and possesses strong technical and risk management skills in a dynamic regulatory environment.

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.