Transaction Processing Specialist jobs at Jpmorgan in United Kingdom

As an International Onboarding Specialist within the Commercial Bank Client Onboarding organization, you will act as the subject matter expert in implementations, products, and services. You will partner with senior leaders to implement financial solutions that complement the business strategy of Commercial Banking clients.

Job responsibilities

• Identify, implement, and lead innovative, Treasury Services client onboarding solutions focused on end-to-end ownership of the client experience
• Provide subject matter expertise for implementations, products and services, and training requirements to external clients and internal stakeholders
• Lead collaborative dialogue with the client, sales team, and subject matter experts to develop an implementations project plan tailored to the complex and dynamic needs of multi-entity, multi-jurisdiction clients
• Manage client relationships and partner with the sales team to present and communicate to clients Leverage technology and promote digital adoption to exceed client expectations
• Maintain controls agenda to ensure policies and procedures serve the client and protect the firm

Required qualifications, capabilities, and skills

• Client consulting or financial services experience
• Strong business acumen combined with demonstrated experience structuring and managing projects
• Previous experience adapting to a fast-paced, changing, dynamic, client-facing work environment while driving results
• Excellent interpersonal, influencing, communication, and partnership skills
• Ability to anticipate, analyze, and synthesize data and provide holistic insights through effective story telling
• Passion for learning new operating models, technologies, and industry trends
• Expert level proficiency in Microsoft Office Suite
• Technical client consulting experience with transmissions and ERPs (technical roles)

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

As a Regional Strategy & Transaction Manager - Vice President in Global Real Estate team, you will support the Regional Strategy & Transaction Head in formulating strategic real estate plans and executing leasing, purchasing, and disposal transactions. You will coordinate with internal and external partners to manage the end-to-end transaction process, ensuring alignment with JPMorgan Chase's strategic objectives.

Job responsibilities

• Work closely with the Regional Strategy & Transaction head in preparing the real estate strategic plans. Coordinate closely with the various internal functional groups; finance, D and C, real estate consultants, LOBs, etc as appropriate in ensuring a holistic strategic plan
• Manage the RFP process for assigned transactions, selection of real estate consultancy; brokers and agents to support a real estate strategic plan and support a transactional requirement in an incentivized manner for the best interest of the Bank
• Manage the building selection/RFP process for securing a location, due diligence, including coordination with the agent and the negotiations with developers/landlords
• Provide analytics and program management, coordinate closely with the business underwriting team on the financial modeling of the real estate strategy, evaluation of transaction options, etc
• Manage the lease/purchase contract negotiations and documentation process in conjunction with the real estate consultant and legal counsel (internal and external)
• Manage the lease reporting per regional and global requirements and in flagging upcoming lease expiries in a timely manner. Ensure that all leases are renewed in a timely manner.
• Provide support as a Program Manager in the implementation of key RE initiatives
• Act as champion for key real estate occupancy metrics; cost/sf, vacancy, etc
• Provide support in the competitive landscape analysis e.g. portfolio pricing/positioning, etc stack vs market

Required qualifications, capabilities and skills

• Extensive work experience as a real estate transaction manager in a major multinational company, or in a principal real estate consultancy company
• University Graduate
• Strong real estate market knowledge in multiple countries across Asia Pacific
• Very good planning skills
• Good understanding of financials
• Effective leadership, communication and collaborative skills

Preferred qualifications, capabilities and skills

• Solid work experience as a real estate transaction manager in a major multinational company
• Strong real estate market knowledge & experience across EMEA

As a Custody Asset Servicing Specialist - Associate within the Global Custody Asset Servicing Team, you will learn and have exposure to all corporate action and income related events across all asset classes for collections, announcements capture, corporate actions processing, income processing, proxy and controls, entitlement completion and payment processing, claims management. You will work within a dynamic team to complete BAU work as well as the potential to contribute to specialised projects and implementations where relevant.

Job responsibilities

• Completes on a daily basis, ensure timely and accurate completion of Controls, Checks, Instructions, and Queries as required
• Ensure queries are resolved and responded to within a timeframe and manner sensitive to the urgency of the event, and in accordance with prescribed service levels
• Work with various stakeholder to resolve day-to-day issues identified through daily operations and enquiry management
• Manage your individual workload to ensure individual, team and departmental deadlines and objectives are met
• Review and, where necessary, assist in updating existing processes or procedures to minimize risk and improve the operational environment

• Take full responsibility for adherence to all departmental procedures, policies, checkpoints and controls

Required qualifications, capabilities, and skills

• Custody or Investment Bank Asset Servicing experience (Income / Corporate Actions / Proxy Voting)
• Successful performance in a risk-based environment with a proven track record of risk reduction
• Results based experience demonstrating strategic and analytical thinking
• Track record of working in a changing environment with the experience of learning, documenting and implementing new processes efficiently
• Experience of communicating both oral and written to management, clients and colleagues
• Preferred qualifications, capabilities, and skills
• Excellent analytical, problem solving and communication skills
• Proficiency in Microsoft Office
• Ability to work effectively under pressure and manage multiple priorities in a fast-paced environment
  

As a Transaction Reporting Specialist - Senior Associate within the Regulatory Reporting team you will have the chance to carve out a niche for yourself in a dynamic and evolving field. This position not only allows you to showcase your expertise and leadership skills but also provides a platform to differentiate yourself in a crowded market. By joining our team, you will be at the forefront of regulatory reporting and change; working on high-impact reports or projects that shape the future of regulatory reporting. This is your chance to make a significant mark in the industry and advance your career in a unique and meaningful way.

Job responsibilities

• Manages issues or queries across our inventory of reports
• Understands our business model and how reporting rules should be applied to particular activities
• Collaborates with upstream business teams to ensure we are able to deliver complete, timely and accurate data to multiple worldwide regulators
• Collaborates across teams in Edinburgh, Geneva and Bangalore and work with key stakeholders including Compliance, Controls, Projects, and Governance teams
• Tracks and reports on regulatory reporting performance to key stakeholders
• Works independently to interpret and transform regulations into business requirement documents
• Partners with technology and product owners to drive system and process improvement

Required qualifications, capabilities, and skills

• Self-motivated and ability to work independently
• Be resilient in the face of headwinds
• Focused on execution with the ability to prioritise across multiple competing initiatives
• Ability to critically review and challenge interpretation and application of scenarios relating to transaction reporting regulations
• Flexibility to work under pressure to meet changing work requirements
• Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders
• Ability to articulate complex concepts clearly to varied audiences
• Great networking skills with the ability to collaborate across various worldwide stakeholder groups in the UK, Europe, US, Switzerland, India and Singapore

Preferred qualifications, capabilities, and skills

• Experience of working in a Transaction Reporting / Regulatory Reporting environment
• Delivering regulatory change
• Knowledge of transaction reporting regulations
• Good understanding of Equity and Complex Derivative investment products

As a Vice President in the Tax Form Validation Team within Global Wealth Management, you will lead the local team in Manila and partner with US counterparts to ensure global conformity with IRS regulations. You will work with key internal stakeholders on the validation of US tax forms and oversee tax-related project deliverables.

Job Responsibilities:

• Serve as the local point of contact and team lead for the location strategy team.
• Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation.
• Ensure compliance with tax form-related matters by analyzing various fact patterns and situations.
• Review and analyze client tax information across various systems to support data accuracy and completeness.
• Collaborate with team members in Manila and the United States to support common goals and deadlines.

Required qualifications, capabilities, and skills:

• Knowledge of IRS requirements, focusing on tax documentation and due diligence rules.
• Undergraduate degree in accounting, finance, economics, or related field.
• Highly organized and detail-oriented with strong analytical skills.
• Excellent written and verbal communication skills, including presentation and influencing capabilities.
• Proficient computer skills with an emphasis on Microsoft Office tools: Excel, PowerPoint, and Word.
• Ability to work US hours during training and extended hours during high-volume periods.

Preferred qualifications, capabilities, and skills:

• Advanced degree in accounting, finance, economics, or related field.
• Flexibility in handling different tasks and understanding how basic rules apply to varied circumstances.

Posting Description

As an Onboarding Specialist, you willervice skills and analytical acumen. If you are able to demonstrate leadership,

Job Responsibilities

• Project managing new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manage lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
• Act as the point of contact with and for the Client during the end-to-end onboarding timeline. At the point of new business win, you will be introduced as the onboarding specialist lead and you will be responsible for end-to-end Client engagement, coordination and management until funding.
• Leading internal stakeholder and external Client meetings to ensure events are effectively scoped, managed and delivered within agreed timeframes providing an excellent level of Client service.
• Completing and maintaining event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents. Additionally, perform control checkpoints and authorization of Client mandates prior to launch.
• Collaborate effectively across internal teams to leverage expertise, products and service delivery. Lead on business support initiatives including representation at Control Committee Meetings or through the New Instrument Approval process.
• Demonstrate strong communication skills through regular status reporting to key stakeholders and proactively identify risk and control issues to prevent and mitigate risks.
• Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experience.

Required qualifications, capabilities, and skills

• The ability to clearly and effectively communicate with clients, both verbally and in writing, is essential. This includes active listening, understanding client needs, and conveying information in a way that is easy to understand.
• Building and maintaining positive relationships with clients is essential. This involves being empathetic, patient, and approachable.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients. Excellent time management skills.
• Collaborating with other team members to provide comprehensive client support.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement. A strong understanding of Fund Accounting, Transfer Agency and Custody.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Managing multiple client requests and tasks efficiently is important to ensure timely responses and resolutions.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation.
• Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.

Preferred qualifications, capabilities, and skills

• Excellent time management skills.
• Asset Management or relevant Investment Banking, Wealth Management experience.
• Ability to identify process improvements and implement appropriate changes using digital tooling e.g. Python, Tableau, Alteryx.