Wholesale Lending External Reporting Project Management Controller jobs at Jpmorgan in United States, Chicago

As a Project Manager- Strategic Initiatives in Wholesale Lending Services, you will be responsible for driving strategy across loan operations teams that support multiple lines of business. You will lead, manage, and execute key cross-functional projects with a focus on process improvement, ensuring operational readiness with sound controls.

Job responsibilities

• Lead the transformation of strategic plans into high-impact programs and projects, utilizing your expertise in project management and strategic thinking to deliver results across various business units.
• Oversee the execution of programs, ensuring alignment with business strategy, effective risk mitigation, and timely delivery of commitments.
• Utilize data analytics to monitor program progress, make informed decisions, and direct necessary adjustments to ensure the successful delivery of program commitments.
• Build, lead, and manage diverse teams, fostering an environment of continuous learning and growth, and effectively delegating tasks to ensure efficient and effective achievement of objectives.
• Engage with senior management and stakeholders, providing regular updates on program progress, and collaborating to resolve any arising issues.

Required qualifications, capabilities, and skills

• Bachelor’s degree or equivalent work experience
• Proven ability to lead and manage complex programs or projects, delivering results across various business units, typically demonstrated through 7+ years of relevant experience.
• Demonstrated proficiency in data analytics, with the ability to interpret models, make inferences from data, and provide continuous insight for program execution.
• Proven experience in conflict management, with the ability to identify conflicts, facilitate discussions, and create win-win solutions using collaboration or negotiation strategies.
• Advanced computer literacy, with the ability to effectively use technology to perform tasks, solve problems, and communicate in a professional setting.
• Proficiency in strategic thinking, with the ability to use data to understand issues and opportunities, evaluate potential scenarios, and collaborate on strategy and priority development.

Preferred qualifications, capabilities, and skills

• Lean Six Sigma certification or experience demonstrating a strong ability to drive process improvements and operational efficiencies
• Integrate artificial intelligence solutions to enhance project outcomes and drive data-driven decision-making.
• Implement automation to streamline project workflows and increase operational efficiency.
• Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies.
• Mentor team members to support their professional growth and enhance project management capabilities.

Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success.

As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. You will lead the CRS Indicia Cure Process, enhance tax compliance procedures, and collaborate with cross-functional teams to ensure effective execution of regulatory reporting obligations. Additionally, you will monitor regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to streamline processes and enhance tax compliance operations.

Job responsibilities

• Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations
• Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
• Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing
• Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements
• Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows
• Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations
• Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance
• Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation
• Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed
• Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations

Required qualifications, capabilities, and skills

• BA/BS required
• 5+ years of tax experience with a large financial institution
• Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting
• Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
• Robust communication and interpersonal skills
• Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word)

Preferred qualifications, capabilities, and skills

• Big 4, law firm or large financial institution preferred

As the Vice President within the Wholesale Lending Reporting Control team, you will lead through a period of change, influencing and building partnerships with the SEC and Regulatory teams as well as Accounting/Legal Policy, Line of Business Product Controllers, Wholesale Loan Operations, and Risk professionals. You will have the opportunity to leverage advanced technologies for problem-solving and productivity enhancement, focusing on providing "best in class" reporting to both internal and external clients.

Job responsibilities

• Develop criteria to evaluate MDRM level logic for external reporting of loans impacting filings such as Y-14Q, Y-9C, Call Report, SEC, CRA, FDIC 370, FRB pledge programs, etc.,
• Develop a deep understanding of credit systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
• Collaborate with cross-functional teams to conduct impact assessment and tactical/strategic implementation of new regulatory reporting instructions affecting wholesale loan disclosures
• Produce accurate, error-free analysis and reporting. Understand business drivers and ensure that analyses are appropriate and well-structured
• Provide support for occasional ad hoc requests and routine reporting associated with wholesale lending products
• Manage projects and initiatives related to regulatory classification of loans and unfunded credit commitments
• Advocate for and identify opportunities to drive automation across wholesale lending external reporting and control function
• Develop and maintain strong relationships with key stakeholders, including Product Controllers, Operations, Credit Risk, Audit, Accounting/Regulatory Policy, and Technology teams
• Represent Wholesale Lending Firm-wide External Reporting Controller team through engagement with senior stakeholders, regulators and other external parties

Required qualifications, capabilities and skills

• 6+ years of experience in financial control, regulatory external reporting, or related roles, with a strong background in the banking or financial services industry
• Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a concise and persuasive manner
• Ability to synthesize large amounts of data and formulate appropriate conclusions and train others to this level of understanding and actionable results
• Ability to build partnerships at all levels across functions to promote collaboration and drive decision making
• Flexibility to work under pressure to meet changing work requirements and strict deadlines - while maintaining attention to detail and a controls mindset
• Strong organizational and project management skills, with an ability to manage multiple competing priorities
• Proficiency in data profiling and data analysis toolset/visualization e.g., Alteryx, Xceptor, AWS Databricks, SQL or similar query language, and dashboard creation using Tableau
• Ability to leverage advanced technologies for problem-solving and enhancing productivity, including development and use of LLMs

Preferred qualifications, capabilities, and skills

• CPA license
• Knowledge of loan classification and relevant regulatory reporting instructions

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Serves as the main point of contact during major incidents for your application and have the skills to identify and solve the issue quickly to avoid financial loss to the business
• Responsible for Code Reviews, Perf Test Results & Test Evidence and change requests before production deployment, and raising flags for any issues with code, test evidence, or change backout strategies.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 3+ years applied experience
• Experience managing applications or infrastructure in a large-scale technology environment both on public cloud preferably AWS
• Proficient in observability and monitoring tools and techniques
• Fluent in at least one programming language such as: Python, Java/Spring Boot.
• Advanced knowledge of software applications and technical processes with emerging depth in one or more technical disciplines
• Proficient knowledge and experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
• Proficient with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
• Proficient with container and container orchestration: (ECS, Kubernetes, Docker)
• Experience with troubleshooting common networking technologies and issues
• Actively self-educates, evaluate new technology, and recommend suitable ones

Job Responsibilities:

• Prepare executive presentations to package and present business strategy, performance projections, and trends.
• Design monthly and quarterly business management and financial reporting packages.
• Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
• Analyze large amounts of data to create impactful analysis for WLS strategy development.
• Create executive-level presentations using PitchPro+.
• Budget and forecast headcount and direct expenses with WLS and CIB F&BM teams.
• Assist with the build-out and enhancement of capacity models across WLS functions.
• Participate in activity-based costing processes for expense allocation.
• Partner with Finance to build out CIB LOB loan origination forecasting model.

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Business, Finance, Economics, or related area.
• 8 years of relevant experience in Business Management, Operations, or Consulting.
• Experience and knowledge of complex syndicated lending, including asset-based lending and equipment financing.
• Strong presentation skills and ability to tell the story on initiatives.
• Highly motivated self-starter with excellent time management and prioritization skills.
• Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
• Excellent written and oral communication skills.
• Strong project management and organizational skills.
• Attention to detail with logical thought process.
• Ability to handle multiple priorities and produce successful results in a fast-paced environment.
• Strong PowerPoint and Excel skills required.

Preferred Qualifications, Skills, and Capabilities:

• MBA or Master's degree.
• Experience with lending processes of credit enablement, originations, and servicing.
• Ability to interpret and present complex data.
• Ability to develop strong, positive relationships with business stakeholders.

Introductory marketing language

As a Product Management Associate in Private Fund Services, you will help govern and define our private markets fund administration product. You’ll become a Subject Matter Expert, providing thought leadership and guidance, and work closely with partners in Operations, Risk, Technology, Product Development, Compliance, and Sales/Relationship Management to deliver best-in-class solutions for our clients.

Job responsibilities

• Define and document the standard product definition, ensuring alignment with global fund offerings
• Manage the legal and regulatory landscape to ensure product compliance
• Act as a subject matter expert with product partners
• Collaborate with Sales to define and agree on the target profile of prospective clients
• Produce and present marketing materials, coordinate RFP responses, and provide pricing proposals
• Work with Operations to develop deal solutions and target operating models
• Negotiate legal contracts within agreed parameters
• Develop strategic relationships with key client decision-makers and act as escalation point
• Manage product profit and loss at a client level, identifying operational inefficiencies and service opportunities

Required qualifications, capabilities, and skills

• Experience with private markets fund administration and/or accounting and operations
• Knowledge of the private markets fund space
• Ability to manage to tight deadlines with flexibility
• Strong written and verbal communication skills
• Pragmatic problem solver and analytical thinker
• Ability to synthesize information, prioritize business goals, and drive results with urgency and attention to detail
• Ability to generate support from stakeholders and build strong internal relationships

Preferred qualifications, capabilities, and skills

• Experience presenting to client boards and senior stakeholders
• Familiarity with fund administration platforms and technology solutions
• Ability to identify and drive operational efficiencies
• Experience negotiating legal contracts in a financial services environment

As a Legal Entity Controller within the J.P. Morgan Securities Legal Entity Controller team, you will lead a team of accounting professionals, providing expertise in project management, Swiss financial regulatory reporting and general accounting matters. You will also provide technical support on complex subject, and partner with operational functional peers (e.g., credit, operations, CFO, compliance, treasury). The role offers interaction with different regions and exposure to management. It will be based in Geneva, reporting to the PB EMEA Controller.

Job responsibilities:

• Able to lead strategic and complex projects, manage large data sets, understand data flows, and foster a culture of automation.
• Support the vision for the Global Private Bank Financial Reporting product and create a product road map based on this vision. Perform financial analysis and reviews, including income statement and balance sheet variance analysis, legal entity financial board pack reviews, and US financial regulatory reporting submissions.
• Maintain the integrity of the financial statements and control environment, with an automation mindset.
• Provide ad hoc assistance on Local Swiss and US financial regulatory reporting and corporate matters.
• Partner on various matters, such as new business initiatives, complex financial products, and business requests, with CFOs, operations, corporate tax, technology, risk, credit risk, compliance, treasury, and legal colleagues
• Provide business and data analysis to cross line of business initiatives; analysing and documenting key business discussions, dependencies, and other project related materials

Required qualifications, capabilities, and skills:

• Qualified Accountant, Bachelor's degree in Accounting, Finance, or a related field.

• A minimum of 8 years of experience in banking or financial services, ideally with experience in a global private bank framework.

• Strong knowledge of one of the following skills: accounting principles, financial regulatory reporting (e.g. capital and liquidity), and banking products is a plus.

• Working experience on Olympic and/or Temenos Banking Systems, ideally in a change management role and experience using financial reporting tools such as SAP, MS Office suite and business intelligence/automation tools such as Tableau, Alteryx, Python, etc.

• Knowledge of the local Swiss financial regulatory reporting framework, ideally using the Fire platform

• Very good communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.

• Skills in stakeholder influencing, conflict resolution, organization, and time management

• Fluent in English.

Preferred qualifications, capabilities, and skills:

• Fluency in French is a plus.
• CPA title or equivalent is preferred.