Transactions Specialist jobs at Jpmorgan

As a Transactions Manager II in the Subpoena Department at JPMorgan Chase, you will play a pivotal role in ensuring compliance with all Subpoenas, IRS Summons, and other legal correspondences served to us. You will lead a team of analysts to ensure compliance with legal requirements, act as a liaison, and collaborate with state and federal agencies, as well as in-house attorneys, on documentation-related issues.

Job Responsibilities:

• Lead a team of managersoverseeing multiple Subpoenas functional processes.
• Specialize on Legal verbiage, Regulatory laws and Chase documents to ensure subpoena's are fulfilled correctly and timely.
• Act as a liaison between JPMorgan Chase and the issuing party of the Subpoena, applying legal requirements to negotiate complex documentation.
• Collaborate with state and federal agencies, as well as in-house attorneys, on documentation-related issues.
• Maintain customer contact and follow up with agencies on deficient documentation.
• Prioritize tasks to ensure world-class service delivery.
• Provide guidance and development for Unit Leads and Front-line Analysts, focusing on daily production, quality expectations, and process improvement initiatives.
• Conduct case audits to identify and mitigate processing errors, fulfillment delays, and privacy breaches, and provide coaching based on audit results.

Required Qualifications, Skills, and Capabilities:

• Minimum of two years of experience with related system applications, document review, or in the legal documentation industry.
• At least five year of leadership experience.
• Product knowledge.
• Excellent oral and written communication skills.
• Strong interpersonal skills to effectively interact with all organizational levels internally and externally.
• Highly organized with the ability to manage multiple assignments and competing priorities.
• Detail-oriented and capable of working under deadline pressure.
• Ability to work independently and collaboratively as a team player.

As the Content Design Vice President Communications Lead for the Global Finance Technology organization at JP Morgan, you will play a key role in shaping communication strategies, developing impactful content, and analyzing insightful data. This position is part of the Chief of Staff Office and requires a proactive self-starter to help advance our objectives and foster a positive culture within our 1,600-person organization.

In this role, you will craft and implement comprehensive communication strategies that effectively convey our narrative to both business and technical partners, while enhancing employee engagement. You will design, write, and create content for the organization’s global communication channels, offering solutions that align with product development, operational, and cultural goals. Your exceptional verbal communication skills and senior stakeholder management abilities will cultivate productive relationships and influence decision-making to achieve beneficial outcomes. Your experience in managing complex initiatives, coupled with your proficiency in data analysis and adaptability, will empower you to navigate through complexity and change. Beyond leading strategic communications, you will also be responsible for developing and maintaining dashboards and reports to support operational programs and monitor key performance indicators. Your expertise in data analytics will provide actionable insights that inform strategic decision-making within the Global Finance Technology group.

Job Responsibilities

• Develop and execute program development and communications strategies by identifying and recommending communication needs, capabilities, and solutions that support the organization's operational and cultural objectives.
• Write and design content for various channels, including executive messages and presentations, global and location-specific events, and strategic communications initiatives.
• Measure the effectiveness of communication messages, channels, and programs using data-driven insights, and assess their overall impact on the organization.
• Utilize advanced data analytic skills to provide insights that clarify and enhance messaging, enabling data-driven optimizations to improve efficiency and effectiveness within the tech organization.
• Develop and maintain dashboards and reports to track key performance indicators and metrics. Analyze data to provide actionable insights that inform strategic decision-making within the Global Finance Technology group.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain momentum.
• Collaborate with cross-functional teams, working closely with senior stakeholders across regions and lines of business.
• Champion globally inclusive cultural initiatives focused on engaging and motivating our global population.

Required Qualifications, Capabilities, and Skills

• Proven experience in communications, content design, or a related field, preferably within a corporate or technology environment.
• Expertise in written and verbal storytelling, crafting clear, engaging content that effectively conveys complex information.
• Excellent verbal communication skills and experience collaborating with senior leaders.
• Strong creative problem-solving skills, data-driven critical thinking, and a willingness to learn (e.g., identifying trends and patterns using a diverse and ever-growing toolkit).
• Ability to design effective content architecture, organizing and structuring content for enhanced user experience and easy navigation within products or websites.
• Experience with data visualization tools such as Tableau, Databricks, or similar platforms to develop and maintain dashboards and reports.
• Strong organizational skills and the ability to manage multiple projects simultaneously.
• Ability to build relationships and influence, organize, and direct people across various seniorities, teams, and departments.

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• 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 of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artefacts for complex applications while being accountable for ensuring design constraints are met
• Gives insightful and constructive feedback when reviewing code, technical designs and requirements
• Gathers, analyses, synthesises, and develops visualisations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene, system architecture and team processes
• Mentors and empowers junior and mid-level talent within our team, and adds to a team culture of diversity, equity, inclusion, and respect
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firm-wide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and proficient advanced experience
• Solid understanding of fundamental data structures including arrays, linked lists, stacks, queues, trees, graphs, and hash tables.
• Ability to design, analyse, and implement algorithms, with a focus on sorting and searching techniques.
• Experience in modern architecture patterns (e.g. micro-services, reactive architectures, event-driven architectures)
• Programming experience in at least 2 modern programming languages/frameworks such as JavaScript, React, Node.js, Java, Kotlin, Python, Go
• Experience working with HTML/ CSS and at least 1 modern JavaScript framework such as React.js, Vue.js, Hapi.js, Ember.js, Angular.js
• Experience with relational and non-relational databases (e.g. PostgreSQL, MongoDB, CouchDB, Redis, Elasticsearch, Cassandra, etc.)
• Experience in engineering practices such as code refactoring, design patterns, design-driven development, TDD, CI/CD, building highly scalable applications, application security
• Experience with Agile development methodologies and working knowledge of DevOps principles
• Ability to interact with people at all levels in an organisation
• Ability to communicate complex ideas effectively
• Passion for growing your skills, tackling interesting work and challenging problems

• Experience/Knowledge of model governance, data governance is a plus
• Familiarity with modern full-stack technologies
• Experience in writing and utilising RESTful and GraphQL API services and performance tuning large-scale applications
• Experience with cloud providers (e.g. AWS, Azure, GCP) and containerisation (e.g. Docker, Kubernetes)

Loan Servicing Specialist – Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.

Job Summary

As a Loan Servicing Specialist – Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Follow up timely with agents or customers for any missing notifications.
• Complete all funding within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Pay attention to detail to ensure all documents are processed correctly.
• Identify changes to processes to improve productivity and efficiency.

Required qualifications, capabilities and skills

• Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
• Minimum 2 years of experience in the financial services industry with a proven track record of delivery.
• Understand business financial statements, cash flow capacity, and loans across various industries.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments

Preferred qualifications, capabilities and skills

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.