Alternative Investments Trade Support jobs at Jpmorgan in United States, New York

Job summary:

As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and Collateral Transfer Agreements, Security Agreements and Account Control Agreements related to UMR, as well as any other ancillary documentation for a range of funds and clients across multiple products. You will have knowledge of trading agreements and awareness of certain regulations related to trading agreements, such as the Margin Rules for Segregation of Regulatory Initial Margin are not cleared, FINRA 4210, and the SEC cleared repo mandate, is a must. You must have the ability to work under time sensitive projects and will be expected to build relationships with various groups involved internally and with counterparts at otherwise financial institutions. You must have strong interpersonal skills for this role.

Job responsibilities:

• In-depth knowledge of the Master Trading Agreements contractual framework mentioned above, applicable regulations and derivatives-related issues.
• Drafting and negotiating of Master Trading Agreements, as well as additional provisions for funds and clients based on their country of incorporation and entity type.
• Ability to turnaround matters swiftly and efficiently without compromising the quality of the work
• Keeping client and other files, negotiation notes and other materials organized and duly saved as appropriate.
• Ensuring internal procedures are followed with respect to the initiation of agreements and approvals of terms, key stakeholders are regularly updated with latest status of negotiations.
• Liaison with trading desk, client account managers, operations, legal and risk departments and other internal partners and participation in internal working groups
• Ad hoc documentation projects.

Required qualifications, skills and capabilities:

• Extensive Master Trading Agreement and ancillary agreements negotiation experience (min of 5-7 years will be required)
• Robust understanding of the key data terms in agreements and how they should be used by various internal teams
• Team player, confident and proactive
• Polished verbal and written communication skills; strong interpersonal skills
• Ability to present in small or large group settings
• Ability to identify relevant issues and analyze them quickly and effectively
• Ability to multitask and work independently

is a division of Payments. For more than 200 years, J.P. Morgan has helped clients make trade payments, access liquidity, and manage risk. We connect counterparties with market-leading Core Trade, Supply Chain Finance (SCF), A/R Finance and Export Finance solutions. Our institutional strength, practical expertise, comprehensive technology, and unparalleled network enable us to deliver powerful global solutions, when and where our clients need them. Our global product and technology platform, integrated client service model and network of operational centers enable us to deliver a consistent set of services to clients no matter where they are across the world.

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.
• Serves as an 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
• Refines deliverable statements and epic refinement as aligned to the Structured Working Capital six-quarter roadmap
• Acts as the first point of contact for the business for enhancement refinements and existing platform capabilities

Required qualifications, capabilities, and skills

• 8+ years of relevant level of experience /equivalent expertise delivering products, projects, or technology applications
• Bachelor’s degree
• 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 refinements and data analytics
• Required to work part of the day during India hours as well as part of the day during US hours

Preferred qualifications, capabilities, and skills

• Masters degree
• Recognized thought leader within a related field
• Fintech experience
• PMP / Six Sigma qualifications
• Knowledge of other trade and working capital products
• Understanding of other languages

As a Sales Success Credit Support Manager within the Sales Success Credit Support team, you will lead the team in supporting GCB Payments Sales. You will develop and maintain subject matter expertise of Payments products and their associated credit facilities, collaborate with stakeholders on projects, and manage exception reporting and feedback. Your role will involve creating process models, specifications, and management presentations, while ensuring clear communication and partnership with stakeholders to achieve common goals.

Job Responsibilities:

• Develop and maintain subject matter expertise of Payments products and their associated credit facilities including the business and application flows.
• Develop and maintain subject matter expertise in the various systems and tools used by the team to monitor credit.
• Support stakeholder requests such as facility analysis / reporting, answering questions on how to setup and maintain Payment facilities, and resolving setup issues identified on exception reports.
• Manage the creation of exception reporting, providing feedback to stakeholders and updates to management.
• Develop and maintain Standard Operating Procedures for different request types
• Collaborate with project stakeholders to determine scope and management of both new and existing projects.
• Work with stakeholders on a structured plan and provide periodic reporting to management.
• Create process models, specifications, diagrams / flows, and management presentations.

Required Qualifications, Skills and Capabilities:

• Experience in global payments, with understanding of credit facilities required.
• Experience in control management
• Experience in project management including scope, planning and risk/issue management.
• Strong understanding of Windows Office
• Data experience
• Ability to clearly communicate, partner and influence - leading others to a common goal.

Preferred Qualifications, Skills and Capabilities:

• Advanced Excel, SQL, Business Objects, Alteryx experience preferred

Job Responsibilities

• Implement end-to-end Alternatives product vehicles across the full landscape of offerings from institutional direct company investments, private funds, and retail registered funds (e.g. UCITS, Interval funds, etc.).
• Identify appropriate operating model, internal support functions, and service providers to streamline and scale the platform.
• Focus on business, regulatory, operational, and technical product streams, and work with stakeholders to define and develop requirements.
• Work with multiple organizations and stakeholders to obtain consensus on scope, approach, features, and functionality.
• Gather, document, and prioritize input from users and stakeholders for future functional changes, identifying short term and long-term solutions.
• Coordinate and communicate launch/roll out activities.

• Post product launch, service as a primary point of contact as needed for all non-investment related matters.
• Navigate internal teams and manage external partners to help maintain the control environment.
• Support the execution of the day-to-day agenda of each product including designing & supplying reporting, implementing controls, and communicating results.
• Lead ongoing initiatives to enhance existing products including the onboarding of new third-party managers, service providers, etc.
• Partner with stakeholders to act as a liaison between sales, governance, operations, legal, risk, and compliance teams and internal technology and vendors for ongoing initiatives.

Required qualifications, capabilities and skills

• 7+ years of relevant experience.
• Experience in the alternative investments industry particularly with hedge funds and private credit.
• General familiarity with assets classes & instrument types including equities, bonds, loans, structured products, and derivatives.
• General knowledge of the 1940 Act and European fund regulation as well as regulatory reporting requirements in respective jurisdictions.
• A good understanding of daily NAV funds and related service provider functions including custody, prime brokerage, and fund accounting.
• Comfort working closely with stakeholders including sales, portfolio management, legal, compliance, risk, operations, etc.
• Excellent communication skills across both technical and business areas
• A passion for problem solving and improving the portfolio manager and client experience.
• High attention to detail, strong organizational skills, and exemplary analytical skills.
• Intellectually curious with a desire to identify and implement innovation.
• Ability to prioritize and handle multiple job-related duties including day to day tasks and project work in a deadline-oriented environment.
• Ability to think critically while effectively managing and finding resolutions to complex situations independently.
• Bachelor’s degree in accounting, Economics, or Finance.

Preferred qualifications, capabilities and skills

• Financial services designations such as CFA, CAIA, CPA a plus
• Hands-on working experience with scripting languages & data analysis tools including Python, VBA, and Tableau.

As a Quality Control Specialist in the Credit Middle Office Team within the Private Bank, you will ensure the quality of credit documentation supporting transactions. You will work closely with stakeholders to safeguard the business from regulatory and credit risks, while contributing to the continuous improvement of our quality program. Your role is vital in maintaining the highest standards and enhancing the client experience.

• Audit and perform quality reviews of credit documentation, collateral, and covenant setup.
• Contribute to the continuous improvement and development of the quality program.
• Provide assistance to data owners and approvers.
• Interpret firm policies and compliance requirements for incorporation into systems.
• Participate in stakeholder meetings to meet deadlines and resolve issues.
• Maintain a controls mindset, challenging the status quo and identifying efficiencies.
• Undertake additional responsibilities as assigned by management.

• Fluency in English.
• Experience in legal documentation, audit, or reviewing credit/loan documentation within a financial institution.
• Understanding of credit-related legal risks.
• Excellent interpersonal skills and ability to communicate at all levels.
• Strong organizational skills and attention to detail.
• Ability to work independently and prioritize work to meet tight deadlines.
• Adaptability in a fast-paced, dynamic team environment.
• Strong problem-solving and analytical skills.
• Control and risk mitigation mindset.
• Proficiency in at least one of the following programming languages: Alteryx, Python, Tableau, UiPath.

• Previous experience in Credit Middle Office, credit documentation, audit, or control function is preferred.
• Proficiency in Word, Excel, and Access is an asset.
• Fluency in French, Italian, or Spanish is an advantage.

As a Technology Support II team member in Corporate Technology, Infrastructure Management, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows. Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.

Job responsibilities

• Analyze and troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery supporting the business operations of the firm
• Improve operational stability and availability through participation in problem management
• Monitor production environments for anomalies and address issues utilizing standard observability tools
• Assist in the escalation and communication of issues and solutions to the business and technology stakeholders
• Identify trends and assist in the management of incidents, problems, and changes in support of full stack technology systems, applications, or infrastructure

Required qualifications, capabilities, and skills

• 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
• Knowledge of legal and legal document applications, such as iManage, and their integration within a large-scale technology environment, whether on premises or in the public cloud.
• Experience providing desktop support for legal users, including support for Microsoft Suite applications and Active Directory management.
• Exposure to observability and monitoring tools and techniques relevant to application performance and user experience.
• Familiarity with processes in scope of the Information Technology Infrastructure Library (ITIL) framework, particularly in incident and problem management.

Preferred qualifications, capabilities, and skills

• Knowledge of one or more general purpose programming languages or automation scripting to enhance application support and process automation.