Securities Services - Global Head Balance jobs at Jpmorgan in United States, New York

Job responsibilities:

• Serve as a thought-leader who drives a strategic, complex, and highly visible AI-driven program across LOBs and functions from project initiation to delivery
• Take accountability for strategic design, business requirements, and new ways of working to support AI agentic solutions
• Lead successful end to end execution and delivery of a program objective without precedent (including project conception, planning, requirements gathering, solutioning, governance, and decision-making) based upon targeted business outcomes, dependencies, and stakeholders
• Establish a problem statement, opportunity goals, baseline data, measures of success, and business requirements for AI-based capabilities
• Maintain an analytical mindset to understand, develop and synthesize requirements; risks; and cross-dependencies during roadmap delivery across multiple program workstreams. Able to articulate rationale behind roadmap and solutions
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summary presentations; communicate effectively with peers, cross-functional team members, and senior stakeholders
• Communicate to all levels of the organization through compelling, impactful storytelling
• Build relationships with cross-functional teams (including Technology, Legal, and Regulatory Controls teams) to understand pain points, gather requirements, and drive solutioning
• Create an environment where all voices can be heard and ideas are openly welcomed and debated; establish trust with peers, partners, and executive sponsors
• Be a champion for both business and culture transformation, leading with consistency, integrity, and humility

Required qualifications, capabilities, and skills:

• 10+ years of related experience (program management and product owner-related experience)
• Significant AI expertise and proven delivery record of AI-based capabilities
• End to end product ownership experience – including understanding of best practices, tools, and processes
• Proven ability to lead initiatives through ambiguity typical of a large-scale business initiative and define path forward
• Proven ability to create senior executive leadership presentations
• High aptitude with agile best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams)

Job responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

Job Summary:

As an Associate or Vice President in Currencies and Emerging Markets (CEM) team, you will assist in managing risk, liquidity, and exposure, support all aspects of the trading desk, and design optimal risk management strategies for large trades. You will evaluate market developments to provide clients with accurate product information and ensure all relevant parties are informed of key developments.

Job Responsibilities:

• Support day-to-day client requests and needs.
• Understand market drivers, market moves, and cross-asset implications.
• Independently resolve P&L reconciliation issues.
• Ensure all relevant parties are informed of key developments.
• Cultivate an appreciation of the balance between revenue generation and building a client franchise.
• Establish competence with clients around executing trades.
• Understand the firm's approach to risk management and follow applicable policies.
• Assist with post-trade processes and ensure internal controls are followed.
• Proactively share information, knowledge, and ideas to help others succeed.
• Demonstrate proficiency with market and product terminology and quantitative frameworks.

Required Qualifications, Capabilities, and Skills:

• Current or prior experience trading Asian currencies or related macro products at an investment bank or buyside, required.
• Ability to discuss trade booking and implications on P&L in detail.
• Proficiency in calculating and reconciling P&L and resolving issues independently.
• Understanding of fundamental and technical aspects of traded products.
• Knowledge of direct costs of transactions and risk management strategies.
• Thorough understanding of market drivers and ability to anticipate movements.
• Execution-oriented with a strong understanding of the transaction cycle.
• Ability to thrive under competitive pressures and remain client-focused.
• Strong communication skills, both verbal and written, with the ability to defend ideas.
• Comfortable interacting with business clients and management.
• Self-directed, highly motivated, and able to work independently.

As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns. You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations. You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.

Job responsibilities:

• Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
• Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
• Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations. Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
• Create and maintain a marketing budget. Track and pay invoices for marketing vendors and agencies.
• Collaborate with JPMC firm leads to support the partner’s engagement with Private Banking, Wealth Management, and card partners.

Required qualifications, capabilities, and skills:

• Bachelor's Degree.
• 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
• Marketing functional, technical, and operational knowledge.
• Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
• Exceptional communication and executive presence.
• Ability to work independently as well as lead cross-functional teams.
• Strong project management, multi-tasking, and leadership skills.

As a Payments Business Manager in EMEA Liquidity & Account Solutions, you will take a collaborative approach, building and maintaining relationships as a key part of this role. You will work globally across a diverse set of stakeholders in a dynamic environment. This role offers visibility across the Payments organization and the chance to work closely with a wide variety of stakeholders; a learning mindset is essential.

Job Responsibilities:

• Collaborate with business leads to explain financial performance and revenue/expense drivers for their products, advising on strategic and tactical goals.
• Use Excel for data interpretation and PowerPoint for crafting narratives that link data to real-life activities.
• Effectively interact and influence stakeholders of varying seniority and geographic locations.
• Provide a high level of responsiveness to executive requests related to project management, presentation development, and business analysis.
• Facilitate global communication of business strategy, performance, and priorities.
• Organize complex information in a strategic and compelling way.
• Manage client pipeline and conduct trend analysis.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
• Support audit, regulatory, and compliance deliverables.
• Ensure adherence to LOB and corporate-wide objectives and policies.
• Build effective relationships and work closely with F&BM colleagues across the CIB organization.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree and experience in a strategic or similar role.
• Extensive experience within Financial Services (Transaction Services).
• Proficiency with Excel and PowerPoint
• Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task.
• Enthusiastic, self-motivated, and effective under pressure.
• Strong analytical and numeric skills, excellent attention to detail.
• Effective communication, influencing, and relationship-building skills; team player.
• Ability to work well individually and partner effectively.
• Pro-active and problem-solving mindset with ability to identify, present, and implement solutions.
• Comfortable presenting to senior audiences, strong written and verbal communication skills.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Understanding of liquidity products.

Preferred Qualifications, Capabilities, and Skills:

• Experience in global communication and strategic analysis.
• Expertise in storytelling with data and crafting compelling narratives.
• Ability to work cross-functionally with multiple competing priorities and deliverables.
• Experience in client pipeline management and trend analysis.
• Familiarity with audit, regulatory, and compliance processes.
• Strong design acumen and expertise in Excel and PowerPoint techniques.
• Experience in coordinating team activities and preparing strategic materials.

Short Business Description
Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Head of Real Estate Investor Relations within the Real Estate Americas team, you will lead and manage the investor relations team, ensuring the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables. Your team will be responsible for maintaining high standards in these areas, and you will oversee the process to ensure consistency and quality. In this role, you will shape and execute the investor relations strategy for the Real Estate Americas division, working closely with both internal stakeholders, including investment specialists, portfolio managers, and research teams. This role provides strategic oversight, enhancing investor relations processes, and promoting efficiencies across the organization. Additionally, you will lead various strategic projects to support the platform's growth and competitive positioning, fostering collaboration and standardization throughout the division.

Job Responsibilities

• Lead and manage the investor relations team, overseeing both day-to-day operations and strategic initiatives to ensure the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables.
• Develop and implement a comprehensive investor relations strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Provide strategic oversight of the investor relations process, focusing on consistency, efficiency, and timely delivery of materials and reports, with an emphasis on process optimization.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Foster collaboration with offshore teams and stakeholders to standardize, optimize, and streamline reporting and client deliverables for improved efficiency and consistency.
• Lead strategic projects that support the platform's growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 10+ years of experience in investor relations or a related field, with a strong background in real estate investment.
• Proven leadership and team management skills, with the ability to inspire and develop a high-performing team.
• Strong project management and organizational skills, capable of prioritizing and managing diverse workloads under tight deadlines.
• Expertise in driving standardization and optimization of processes and deliverables.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client responses.
• Experience in fostering team collaboration and ensuring alignment with strategic goals.
• Strong understanding and interest in real estate investment management.
• Proficiency in PowerPoint and Excel.
• Series 7 and Series 3 certifications required (or willingness to obtain).

As a Credit Risk Associate in the Asset Based Lending Group of the Commercial and Investment Bank, your responsibility will be to: i.) support in the management of a portfolio of Global Corporate Banking (”GCB”) and Investment Bank (“IB”) clients that have Asset Based loans and ii.) support in the independent analysis and review of credit exposure for new and existing ABL clients, in a second chair capacity until such time that the Associate demonstrates ability to work as the primary ABL credit contact. ABL Credit Risk professionals lead the ABL client credit relationship along with GCB and IB Bankers who manage the overall relationship, as well as partnering closely with the IB credit team and ABL Originations/Syndications. The role involves extensive interaction with clients, product and functional partners, internal and external legal counsel, lenders, and investors.

Job Responsibilities

• Participate in all aspects of the credit relationship, including credit analysis, financial modeling and coordinating credit approval for all products including loans, derivatives, leases, and cash management.
• Proactively support and enhance client relationships.
• Recommend changes in structure and account management strategy to address negative trends. Assess monthly, quarterly, and annual financial statements and ongoing borrowing base reporting and collateral diligence and monitoring. Assigns and assesses internal ratings, risk assessment, and risk mitigation.
• Participate in structuring and negotiating Credit Agreements, amendments, waivers and related legal documents.
• Manage and monitor loan products including affirmative, negative, and financial covenant compliance. Manage on-going communication with bank group members.
• Review, interpret, and implement findings from collateral appraisals and field exams. On-going monitoring of collateral trends and liquidity, establishing reserves, and recommending appropriate course of action to address issues.
• Partner with Bankers, IB Credit, ABL Originations/Syndications, Debt Capital Markets, Syndicated Leveraged Finance, Treasury Services, Leasing, Derivatives, and Loan Operations.
• Communicate with Senior Management, respond to regulatory requests, and maintain internal credit files.
• Support the credit team in projection modeling, independent analysis, and review of new or modified ABL exposure for prospects and existing clients.

Required qualifications, capabilities, and skills

• Minimum 3 plus years experience in Credit Risk with Asset Based Lending knowledge a plus
• Excellent written and verbal communication skills
• Ability to multitask in a fast-paced environment
• Bachelor's degree in Accounting, Finance, or a related field is preferred
• Formal credit training a plus