Emea Equity Research – European Business Services jobs at Jpmorgan in United Kingdom, London

As an Analyst/Associate you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will have strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing his/her own transactions. Most importantly, the candidate will be highly enthusiastic about J.P. Morgan's mission and be driven and committed to its success.

Job Responsibilities:

• Working with senior bankers in originating, structuring and executing financing and advisory transactions across various products including M&As, IPOs, bonds, loans and structured products
• Developing content in marketing/execution materials for maximum client impact
• Creating financial models and detailed valuation analysis for pitches / projects
• Interacting with senior team members and client management teams to execute transactions and identifying and managing all risks in a given deal
• Guiding, reviewing and coordinating the analytic work of junior bankers to move marketing / execution process forward
• Liaising with internal and external parties on transactions (e.g. lawyers, accountants, counterparties)
• Providing leadership and mentorship in guiding and training junior bankers
• Leading client negotiations, Q&A process and management interviews

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree or equivalent in Finance/Economics or a related field from a top tier educational institution
• Minimum 1 year of work experience in an investment banking front office role
• Strong financial modelling skills
• Understands transaction cycle and the steps in the process and is execution oriented
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
• Self-directed, highly motivated, and able to work independently
• Real Estate sector experience preferred although not essential

Job responsibilities:

• Work with the ICB Risk COO team in support of the ICB CRO agenda.
• Collaborate wwith ICB Risk, Controls, Finance, Governance, and cross-functional partners to deliver strategic and BAU priorities
• Coordinate and collate risk responses to NBIAs, due diligence requests for investments and Post Implementation Reviews (PIRs).
• Analyze and document key business discussion and requirements, managing timelines, risks, issues, and dependencies tracking action items and other project related materials.
• Manage working group communications, reporting, and scorecards for key strategic initiatives
• Serve as a central point of contact for critical issues, facilitating timely decision-making
• Leverage subject matter experts and initiative owners to resolve project challenges
• Establish and maintain governance for key projects and processes
• Create and facilitate forums for issue resolution, progress updates, and decision-making
• Prepare meeting materials, document minutes, and ensure clear ownership of action items
• Communicate status updates to stakeholders and senior management through scorecards and milestone tracking

Required qualifications, capabilities, and skills

• Few years of experience in a second line of defence role
• Proven written and oral communication skills to present findings and influence outcomes
• Strong attention to detail in a fast-paced, results-driven environment
• Excellent multitasking and prioritization skills
• Demonstrated ability to work inclusively across functions, lines of business, and locations
• Proven capability to operate autonomously and collaboratively within a team
• Experience developing new ideas and improving processes
• Proficiency in PowerPoint (Pitch-Pro) and MS Excel

Preferred qualifications, capabilities, and skills

• Experience in project or program management within the finance industry
• Prior experience in the Consumer Banking industry

Role Description

Trust Officer is responsible for administering trusts within the JP Morgan Chase Workplace Solutions trust companies – Global Shares Trustee Ireland Limited (GSTIL) and GS Trustee (UK) Limited (GSTUKL). They will work closely with Sales, Customer Relationship Management, Implementations, AML/KYC, Equity Plan Management, Tax Operations, and Reconciliations to manage the creation and operation of the individual trusts under these two entities.

Trust Officers are responsible for ensuring that GSTIL and GSTUKL fulfil their duties as trustee of individual trusts, and that these two entities meet fiduciary and regulatory requirements. The ideal candidate will possess strong leadership skills, excellent communication, understanding of corporate structures and fiduciary responsibility, regulatory compliance expertise, ability to identify conflicts of interest, possess a detailed mindset thorough understanding of trust and equity plan management.

Key Responsibilities

• Administration
  • Open and manage bank, custodian and brokerage accounts, including decisions and authorized signatories and acceptance of terms and conditions
  • Manage movement of assets within the trust, including transfers, sales, dividends ensuring all movement is compliant with legal and regulatory requirements
  • Ensure all asset movements are conducted in compliance with trust agreements and regulatory requirements
  • Monitor and manage trust assets including documentation of all decisions related to asset management and distribution in accordance with the trust deed and share plan rules
  • Oversight of all activities required when a trust client terminates Share Plan Services with Workplace Solutions
  • Maintain fiduciary responsibility and ensure the trust operates in the best interest of beneficiaries
  • Adhere to trust policies and procedures to safeguard the interests of the beneficiaries
  • Ensure meticulous record-keeping and accounting for all trust assets, maintaining separate accounts and receiving regular statements to fulfil fiduciary duties to beneficiaries
  • Ensure all trust activities comply with relevant laws, regulations, and company policies
  • Engage with external auditors and regulatory bodies, as required
  • Collaborate with legal, compliance and client service teams to ensure all documentation and agreements are in place (incl. responsibility for Trust Deed, Tax Certification)

• Board Administration
  • Ensure adherence to governance structure for each trust, maintaining a specific minute book, setting agenda, documenting and evidence all Trustee decisions, actions and resolutions including rationale for all actions
  • Minutes will serve as a central record of the trust's activities, providing a historical account of its operations and facilitating future decision-making.
  • Evidence that the trustees' actions and decisions are in accordance with the powers and duties outlined in the trust deed should be documented in the minutes.
  • If the trust deed grants discretionary powers to the trustees, the minutes should demonstrate how those powers are being exercised in the best interests of the beneficiaries.
  • Evidence that the trustees' decisions are being made solely in the best interests of the beneficiaries, rather than for the benefit of the company or other parties, should be clearly recorded.
  • The minutes should document any potential conflicts of interest and how they were addressed or mitigated.
  • The minutes should include a review of the fees associated with the trust's administration
  • Documentation of any audits or reviews of the trust's financial statements and operations should be recorded.
  • The minutes should include a summary of how participants are being informed about key aspects of the plan and their rights.
  • Any other key reports or updates provided to the plan sponsor or other stakeholders should be mentioned in the minutes.

• Tax Operations Oversight
  • Review Trusts to determine if CRBOT registration is required and implement where necessary
  • Conduct tax due diligence and risk assessments for new trust arrangements ensuring all teams are aware of any specific obligations
  • Trustees must ensure the trusts maintain compliance with the requirements necessary for tax relief, as this is a key benefit of the structures

• Plan Management
  • Co-ordinate with the EPM team to ensure accurate data updates, record keeping and reporting of share plan activities that relate to the trustee
  • Ensure accurate accounting and reporting of trust assets, including the ability to generate comprehensive asset reports
  • Oversee transaction reporting for trust accounts, ensuring regular receipt of regular statements and confirmations from broker dealers
  • Accurately report transfers of shares to beneficiaries and any trust transfers when corporate clients leave
  • Monitor and report all share trading activities conducted by the trustee, ensuring compliance with the Trust Deed, and verify that all transactions are accurately documented and monitored

Educational

• The specialized and ever changing nature of the Employee Benefit Trust practice requires Trust Officers devote a significant amount of time to personal development and training
• Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. preferred
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Relevant experience focused in the Employee Benefit Trust business; either at a corporate fiduciary or a law firm
• Solid Client Relationship Management experience

The role will cover a wide range of Leveraged (both Private Equity-owned and Corporate) and Investment Grade clients in the Consumer, Healthcare and Retail sectors.

As a Wholesale Credit Risk EMEA – Consumer, Healthcare, Retail – Vice President in the Commercial & Investment Bank team, you will play a crucial role in negotiating and developing recommendations for new transaction approvals across a variety of products, including secured and unsecured loans, derivatives, trade, and treasury products. You will lead due diligence and credit analysis to assess the creditworthiness of counterparties, making recommendations on appropriate structures, risk appetite, and grading. Your role will involve structuring and documentation negotiations, as well as ongoing credit risk portfolio management. You will also be committed to personal development and fostering team knowledge by coaching and training members of the Analyst and Associate community. Your ability to balance a commercial mindset with a sound risk and controls attitude will be key to managing the Firm’s balance sheet effectively.

Job responsibilities

• Negotiate and develop recommendations for new transaction approvals across various products.
• Lead due diligence and credit analysis to assess counterparty creditworthiness.
• Make recommendations on appropriate structure, risk appetite, and grading.
• Lead structuring and documentation negotiations for Investment Grade or Leveraged facilities.
• Commit to personal development and foster team knowledge through coaching and training.
• Manage ongoing credit risk portfolio, including monitoring credit ratings, sector trends, and client performance.
• Balance a commercial and solution-driven mindset with a sound risk and controls attitude.
• Develop close working relationships with senior stakeholders within the Commercial & Investment Bank.
• Understand and apply J.P. Morgan’s Risk management policies in interactions with stakeholders, including Regulators and Auditors.

Required qualifications, capabilities, and skills

• Sound credit skills and judgment, with a proactive and flexible approach to coordinating and leading credit processes.
• Good interpersonal and communication skills, with the ability to establish credibility and trust with internal business and risk stakeholders.
• Working knowledge of transaction structures, documentation, and banking products sufficient to lead the execution of new deals and portfolio workstreams.
• Experience in Sponsor deal financings
• Ability to be a self-starter while working effectively in a team environment.
• Significant of experience in a comparable environment.

Preferred qualifications, capabilities, and skills

• Previous experience leading loan documentation negotiations and core corporate derivative documentation is recommended (Investment Grade, Leverage Finance, Sponsor LBO).
• Experience in Consumer, Healthcare & Retail industries is valuable but not required

As a Client Service Manager (CSM) in Securities Services, you will join the client service team and have an assigned book of clients. You will have ultimate ownership for client satisfaction with JP Morgan, pulling together the internal teams and resources required to successfully service your book of business.

As a CSM, you will lead in-person meetings, manage client relationships, and coordinate service delivery to ensure client satisfaction with JP Morgan. You will also manage billing accuracy and ensure compliance with company policies.

Job responsibilities:

• Lead in-person meetings with your client base to build relationships, establish an on-going governance structure, update clients on product and system enhancements, and work to ensure client ongoing satisfaction with JPM.
• Manage a CSM Associate(s) and work with VP counterparts to manage client relationships.
• Introduce Senior JPM Management to your clients.
• Maintain client profiles and service level documents for your assigned book of business.
• Complete periodic relationship reviews for your clients.
• Monitor and manage billing for accuracy.
• Coordinate client training of proprietary JPM technology.
• Coordinate service delivery to clients from within JPM, inclusive of staff from internal groups such as operations, accounting, etc., escalating when necessary.
• Ensure personal and client compliance with all company Policies and Procedures.

Required qualifications, capabilities, and skills:

• Bachelor’s degree.
• At least eight years of experience working at a financial services organization focused on servicing Alternatives, Asset Manager, and/or institutional clients.
• Three to five years of direct people management; managing and developing staff and preparing and conducting performance reviews.
• Global Custody and asset servicing experience and knowledge.
• Alternatives knowledge especially experience working on fund accounting and administration services.
• Ability to learn and discuss the products and services offered by Securities Services with clients, including Global Custody, Fund Accounting & Administration, and Data Solutions, among others.
• Strong presentation skills and comfort communicating detailed information to senior level executives.
• Strong project management skills.
• Effective problem solving, oral and written communication skills.
• Ability to exercise sound judgment and make effective decisions on behalf of clients and JPM.
• Ability to prioritize, multi-task, and work with minimal supervision.
• Strong work ethic with a desire to collaborate with the team and manage people.

Preferred qualifications, capabilities, and skills:

• Conversational Spanish skills.
• Experience working at a hedge fund or private equity firm.

As a Business Assistant in the Investment Bank, you will support senior leaders in a fast-paced environment. You will leverage your advanced assistant skillset, flexibility, and professionalism to deliver high-quality results. You will work closely with stakeholders across the business, manage competing priorities, and contribute to a culture of excellence and confidentiality.

Job Responsibilities

• Manage complex and proactive diary scheduling, including internal/external meetings, conference calls, and ability to support orchestration of Off-Sites/Town Halls/Skip-Levels
• Partner with internal groups to coordinate travel, entertainment bookings, and expense processing in line with firm policies.
• Handle internal and external client interactions, including scheduling and transactional activities.
• Utilize internal systems for accurate data entry, reporting, and information collation.
• Oversee distribution lists, technology usage, and administrative housekeeping tasks.
• Build strong partnerships with business management and key stakeholders across lines of business.
• Adapt to changing group priorities and business expectations.
• Collaborate with assistants across the business to provide coverage as needed.
• Participate in projects, PowerPoint presentations, and training initiatives as appropriate.

Required Qualifications, Capabilities, and Skills

• Professional client handling and relationship-building skills.
• Full competency in diary management and ability to manage competing priorities.
• Strong executive communication skills, both written and verbal.
• Proven experience arranging travel and producing accurate itineraries.
• Demonstrated proactivity and ownership in previous roles.
• High level of technical proficiency.
• Strong awareness of expense systems and cost control initiatives.
• Polished, professional approach with the ability to work under pressure.
• Positive attitude and ability to drive efficient time management for senior leaders.
• Flexibility and openness to change.
• High attention to detail and commitment to delivering quality results.
• Understanding of Investment Bank culture and organizational dynamics.
• Strong team player with a solution-oriented mindset.
• Ability to act as a role model to peers.
• Up-to-date knowledge of firmwide policies and ability to ensure compliance.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting senior leaders in a financial services or investment banking environment.
• Advanced proficiency in Microsoft Office Suite, including PowerPoint and Excel.
• Experience with internal systems and reporting tools.
• Prior involvement in project management or training initiatives.
• Ability to quickly adapt to new technologies and processes.
• Experience working in a global, matrixed organization.
• Demonstrated ability to maintain confidentiality and handle sensitive information.