Workplace Solutions Equity Plan Specialist jobs at Jpmorgan in United States, New York
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JPM
JPMorgan JP Morgan Wealth Management - Vice President Plan Planning E... United States, New Jersey, Jersey City
Develop deep understanding of existing JPMorgan Wealth Plan’s Planning Engine algorithm and logic in order to deliver future product road map and to support existing requirements. Act and develop skills...
Produce and substantiate of P&L (profit and loss) and Risk to CIO/Treasury Front Office/Management. Provide relevant analysis and commentary to portfolio manager(s) in order to facilitate their daily book(s) review...
Drives product adoption, expansion, and retention activities to maintain a healthy customer base. Conducts regular and proactive account meetings to share best practices, provides use case demonstrations to illustrate key...
Design and implement comprehensive training and prequalification programs for advisors, ensuring alignment with the business’ strategic goals and enhancing advisor effectiveness. Prepare and facilitate engaging seminars and webcasts designed to...
Review quarterly or monthly NAVs, capital allocations, carried interest calculations and management fee calculations. Review of capital calls and distributions calculations and notices. Review financial statements and address inquiries from...
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologies. Support voting related audit...
Develop deep understanding of existing JPMorgan Wealth Plan’s Planning Engine algorithm and logic in order to deliver future product road map and to support existing requirements. Act and develop skills...
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