Jobs at Jpmorgan in United States, Waltham

Job summary:

As an Asset Management - Fund Controller – Associate you will support the Production Administration leadership team in executing management and oversight responsibilities for the Funds. You will consider the market, regulatory, and business environment that they operate within the space. As a Fund Controller Associate you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise.

Job responsibilities:

• Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution.
• Evaluate all aspects of proposals (e.g., prospectus language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product.
• Implement the appropriate risk-focused oversight controls.
• Review and approve Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc.
• Review and provide input to all Fund-related regulatory filings (e.g., N-1A), participate in efforts to respond to regulatory requests and inquiries related to the Funds.
• Lead and participate in various Fund related initiatives.
• Develop materials to summarize oversight results to Funds' governing bodies

Required qualifications, skills and capabilities:

• 3+ years’ experience in the investment management industry.
• Technical and business knowledge of various Fund structures (e.g., mutual collective investment and ETFs) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
• Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
• Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
• Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
• Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
• Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network