Trade & Working Capital- Structured jobs at Jpmorgan in United Kingdom, London

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

Job Responsibilities:

• Ability to work collaboratively within a small team of documentation specialists to provide guidance on terms for underwritten and best efforts transactions
• Inform and maintain data set of key terms for both underwritten and best efforts deals (across the broadly syndicated and direct lending universe)
• Develop relationships with senior members of Leveraged Finance and Credit
• Stay abreast of underwriting trends and movement in market terms
• Provide granular understanding of Credit Agreements and Indentures

Required qualifications, capabilities and skills:

• Experience negotiating loans (bank debt / direct lending / broadly syndicated loans) or high yield bonds in the context of both best efforts and underwritten transactions
• Mid-level Associate with 5+ years of experience at a top tier law firm’s debt financing practice (Vice President level within JP Morgan Chase).
• Juris Doctorate required
• Ability to run multiple processes while maintaining keen attention to detail
• Proactive and collaborative self-starter
• Superb organization and communication skills
• Strong work ethic and availability when needed
• Basic comfort with Microsoft suite of applications

Bring your expertise to shape and enhance the journey of products from inception to our customers' hands. Mentor a dedicated team and lead key activities across the product life cycle, turning challenges into opportunities for continuous value and delivery.

As a Product Delivery Executive Director in Structured Working Capital, you foster enhancements and optimize the way products are delivered to customers. As a leader on the team, you leverage your skillset to transform product delivery and create new ways for teams to continuously deliver value to their customers.

Job responsibilities

• Directs principal activities across the end-to-end product delivery journey including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while highlighting opportunities to improve efficiencies and functional coordination
• Owns the change management framework across functional partners and ensures adherence to the firm’s risk, controls, compliance, and regulatory requirements
• Maintains a high level of visibility over product timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
• Coaches and mentors the product delivery team on best practices through collaborative discussions on resource management, dependency management, and deployment techniques to improve efficiencies
• Interfaces directly with the product technology teams; orchestrating platform enhancements and ensuring quality among technical delivery.
• Advocate of the SWC business; prioritizing quality value add platform enhancements while working under the limitations of capacity constraints – creating the art of the possible.
• Manages a team of highly effective application product owners; load balancing work among the team members and spearheading the team during senior management meetings
• Provides project management governance and leads regular project management calls to ensure visibility of project progress.
• Responsible for refining deliverable statements and epic refinement as aligned to the Structured Working Capital six quarter roadmap.
• First point of contact for the business for enhancement refinements and existing platform capabilities.

Required qualifications, capabilities, and skills

• Relevant level of experience or equivalent expertise delivering products, projects, or technology applications.
• Extensive experience leading operational management and change readiness; including running large scale technology projects.
• Deep understanding of the Supply Chain Finance and Receivables Finance business is a must.
• Experience in enterprise-wide release and deployment processes and strategies.
• Exposure to market available third party applications as value added enhancements to SWC’s proprietary applications.
• Strong communication skills and comfortable presenting to TWC senior management.
• Advanced knowledge of the product development life cycle, technical design,six quarter roadmap refinementsand data analytics
• Required to work part of the day during India hours as well as part of the day during US hours

referred qualifications, capabilities, and skills

• Recognized thought leader within a related field; Fintech experience is preferred but not a must
• PMP / Six Sigma qualifications are preferred however not required.
• Masters degree is preferred; Bachelor’s degree is required
• Knowledge of other trade and working capital products desired, but not mandatory
• Understanding of other languages is desired, not a must.

As an Executive Director, EMEA Head of Product, Core Trade within Trade & Working Capital, you will oversee and manage the Core Trade suite of products, including Commercial Letter of Credit (LC), Standard Letter of Credit (SBLC), Corporate Draft Discounting, Corporate and Financial Institutions (FI) Trade Loans, and Documentary Collection. You will lead the product through planning, execution, commercialization, and future development, ensuring alignment with client needs and market trends. You will manage product-level Profit & Loss (P&L), governance, and risk, while fostering high-performing teams to achieve business objectives. You must be able to demonstrate team management experience in a similar Core Trade Product Lead role, within a Trade & Working Capital environment.

Job responsibilities

• Oversee and manage the Core Trade suite of products in scope, including Commercial LC, SBLC, Corporate Draft Discounting, Corporate and FI Trade Loans, and Documentary Collection
• Oversee the product vision, development, execution, risk management, and business growth targets; Owns product performance and is accountable for investing in enhancements to achieve business objectives; Oversee business continuity resiliency plans
• Lead the entire product through planning, execution, commercialization, and future development by continuously adapting, developing new products and methodologies, managing risks, monitor and report on product exceptions and achieving business targets like cost, features, reusability, and reliability to support growth
• Ensure understanding of the client and regional market, and emerging trends to identify gaps and opportunities; research market dynamics and competitor landscape and identify opportunities for product differentiation
• Manage product level P&L, balance sheet, RWA and capital, including planning and forecasting, forecast management and reconciliation
• Manage product level governance and risk and control environment, including product approvals and renewals and cross functional collaboration with Risk, Legal, and Compliance
• Maintain The Office of the Comptroller of the Currency (OCC) and Audit readiness; engagement with Audit/Trade Controls
• Create high performing teams and manage with clear objectives, goals and targets

Required qualifications, skills and capabilities

• Experienced in delivering Core Trade products, projects, or technology applications
• Extensive knowledge of the product development life cycle, technical design, and data analytics
• Experienced in driving change within organizations and managing stakeholders across multiple functions
• Exceptional organization, communication, and management skills
• Strong communication skills both verbal and written a must

Preferred qualifications, skills and capabilities

• Experienced in digital transformation and fintech integration in trade finance
• Proven track record of managing teams and cross-functional projects
• Advanced degree in Business, Finance, or related field
• Proficiency in data analytics tools and methodologies
• Experience with emerging technologies in trade finance
• Strong network within the trade finance industry and active participation in industry forums and conferences

As a Junior Quantitative Equity Data Analyst within our Quantitative Equity Research Team, you will collaborate with senior analysts to develop and maintain robust data pipelines, utilize programming skills in Python to automate processes, and work with SQL to manipulate data. You will apply statistical methods to interpret financial data, assist in developing data visualization tools, and ensure timely delivery of insights. Your role will focus on maintaining data integrity and quality, providing you with the opportunity to enhance your skills in a dynamic and innovative environment.

Job responsibilities

• Collaborate with senior analysts to develop and maintain robust data pipelines for collecting, cleaning, and analyzing large datasets.
• Utilize programming skills in Python to automate data processes and enhance efficiency.
• Work with SQL to query, extract, and manipulate data from various databases.
• Reference and apply statistical methods to interpret financial data and identify trends.
• Assist in the development and implementation of data visualization tools and reports.
• Collaborate with team members to ensure timely and accurate delivery of data-driven insights.
• Maintain data integrity and quality by conducting regular audits and validation checks.

Required qualifications, capabilities and skills:

• Bachelor's degree in a relevant field such as Data Science, Statistics, Finance, or related disciplines.
• 1+ years of experience within the financial or investment industry.
• Proficiency in Python is a must, with a strong emphasis on data manipulation and analysis libraries (pandas, NumPy, etc.).
• Familiarity with SQL
• Experience working with large datasets and applying quantitative analysis techniques.
• Strong time management skills and the ability to prioritize tasks in a fast-paced environment.
• Excellent data management skills with a keen attention to detail.
• Strong problem-solving skills and a proactive mindset.
• Effective communication skills to collaborate with team members and present findings.

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Margin and Collateral Technology, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

• Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
• Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
• Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
• Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities