דרושים Credit Documentation - Vice President ב-גיי פי מורגן ב-Australia, Sydney

As a Vice President - Business Manager for our Asia Pacific Securities Services Operations team, you will promote strategic initiatives, optimize performance, and advise senior management in a dynamic, high-profile role. You will play a crucial role in optimizing business performance by promoting key initiatives and serving as a trusted advisor to Business and Group Heads. This dynamic position involves identifying, escalating, and mitigating business risks, and requires adaptability to align with the priorities of various business lines. You will be instrumental in advising senior management and coordinating the deployment of corporate resources to achieve strategic and tactical objectives.

Job Responsibilities:

• Deliver Operations business management services across a range of responsibilities, including strategy tracking and execution, business planning and performance monitoring
• Prepare and communicate business strategy, performance and priorities to key stakeholders, working closely with Operations, Finance, HR, Tech, Legal, Compliance
• Ensure the integrity of the department’s financial performance, including management of expenses and allocations; identify productivity initiatives and drive implementation
• Identify, escalate and mitigate business risks that could impair our ability to do business: e.g. capacity issues, investment costs
• Prepare and manage Offsites / department reviews, Town Halls, organization communications etc.
• Partner with the business, Operations and Technology in the definition of future workflows and implementation of related technology and infrastructure projects to prepare the business to meet the requirements of an ever evolving market structure
• Partner with the relevant external service/ infrastructure providers
• Represent business in respective internal/external working groups
• Support People Engagement initiatives

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 8 plus years of experience in Financial Management, Business Management or COO experience
• Strong knowledge and understanding of Securities Services
• Strong presentation skills along with being confident to present to senior stakeholders
• Strong analytical skills, ability to present new ideas in a compelling manner from financial data and create meaningful reports and proposals for senior management
• Build positive internal relationships across different lines of business
• Self-motivated, tenacious, and be able to work with high degree of independence. Excellent time management/prioritization skills is required
• Excellent written and oral communication skills in English
• Should be able to define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills. Attention to detail with logical thought process

Preferred qualifications, capabilities, and skills:

• Knowledge of Global Markets and Payments Products would be advantageous

As an Analyst in the Credit Risk team, you will play a pivotal role in assessing and managing credit exposures for a diverse portfolio of institutional and corporate clients. Your analytical skills will be crucial in preparing detailed credit memoranda and financial models, providing insights into market trends and industry developments. Collaborating with internal stakeholders, you will ensure that our credit ratings are accurate and reflective of current conditions. This role offers the opportunity to engage in due diligence, structuring, and documentation of transactions, contributing to the firm's strategic objectives. Your contributions will support the team's efforts in maintaining robust credit and regulatory reporting standards, while also participating in various initiatives and workstreams.

Job responsibilities

• Support the management of exposures on an assigned portfolio of institutional and corporate clients across a range of industries in conjunction with seniors team members
• Prepare forward looking credit memoranda, along with necessary financial modelling, to provide risk assessment views on both new transactions and for existing clients and their industries
• Track market and industry developments and their impact on clients
• Recommend and monitor internal credit ratings
• Support senior team members with completing due diligence, structuring and documentation on new transactions
• Interact with internal stakeholders including client coverage and product bankers
• Prepare and monitor various credit and regulatory reporting requirements
• Support the team with ongoing ad-hoc initiatives and workstreams

Required qualifications, capabilities, and skills

• Undergraduate degree or postgraduate qualifications in accounting, business, finance, or a quantitative-related discipline
• Experience in a credit risk or credit analysis role within institutional, investment banking, or corporate banking
• Ability to identify key issues and concerns relating to clients, their industries, and transaction structures
• Strong written and verbal communication and interpersonal skills
• Demonstrated good time management and clarity in thinking when dealing with multiple workstreams in a fast-paced environment
• Ability to foster relationships and confidently interact with origination teams and other internal stakeholders
• Proficiency in MS Excel and ability to navigate complex financial models, as well as other MS programs (PowerPoint, Word, Outlook)

Job responsibilities

• Leverage data analysis tools and techniques to solve business problems related to banker activity and performance
• Design, develop, and implement advanced Tableau dashboards to communicate complex data insights
• Create and optimize automated workflows using Alteryx for efficient data processing and analysis
• Develop compelling data stories and recommendations for stakeholders using storytelling best practices
• Gather requirements and translate business needs into actionable reporting and visualization solutions
• Stay current with new technologies and methodologies to enhance data visualization capabilities
• Manage projects independently while contributing to team goals and creating executive-level presentations

Required qualifications, capabilities, and skills

• Bachelor’s or Master’s degree in a quantitative discipline such as business, finance, economics, engineering, statistics, information systems, or mathematics
• Seven years of experience in data analysis and visualization, focusing on Tableau dashboards and Alteryx workflows
• Expert hands-on experience with SQL, Alteryx, and Tableau, including writing complex SQL scripts and automating data processes
• Ability to work directly with stakeholders and contribute to building a robust reporting suite
• Willingness to learn and experiment with new technologies to improve data visualization solutions
• Demonstrated ability to think independently and collaboratively to implement creative solutions
• Attention to detail with a focus on broader business objectives

Preferred qualifications, capabilities, and skills

• Familiarity with modern front-end technologies
• Experience with database or cloud systems such as AWS or Snowflake
• Exposure to data visualization tools such as Power BI
• Knowledge of Python

As an Associate or Vice President in Credit Sales, you will play a crucial role in supporting and developing investor relationships for the bank, primarily in Australia and New Zealand. You will work closely with various teams to provide comprehensive client coverage on credit products, understand market drivers, and execute trades in primary and secondary markets. Your role will involve pitching ideas, providing market updates, and ensuring compliance with the firm's risk management policies and applicable legal/regulatory rules.

Job Responsibilities:

• Collaborate with Trading, Structuring, DCM, Syndicate, and Research teams to provide comprehensive client coverage on credit products.
• Develop an understanding of market drivers and establish competence with clients around executing trades in primary and secondary markets.
• Assist in pitching ideas, providing market updates, and executing trades across a wide range of clients, including asset managers, pension funds, banks, sovereign wealth funds, and hedge funds.
• Understand the firm's approach and policies for managing risks and comply with applicable legal/regulatory rules.
• Identify and engage with key decision-makers at prospect clients in targeted markets.
• Lead the client acquisition process, from prospecting and networking to generating new business pipelines and managing client relationships.
• Achieve revenue targets and generate a pipeline to meet and exceed goals.
• Source new sales opportunities through proactive outreach and leverage internal relationships and networks.
• Provide high-touch coverage for major institutional clients, managing relationships and gathering feedback.
• Collaborate with Digital Sales colleagues on targeted sales campaigns and client events.
• Conduct regular visits with Pricing and Index product partners to pitch offerings.

Required Qualifications, Capabilities, and Skills:

• Minimum 3 years of relevant work experience in Credit sales or related fields.
• Bachelor’s degree in Finance, Economics, or other related disciplines.
• Strong understanding of Credit products: Corporate Bonds,RMBS/ABS, CDS, Credit indices, Repo.
• Ability to identify market drivers with a keen interest in learning about other products to develop a cross-product skill set.
• Team player who is detail-oriented with a disciplined approach to process and quality control.
• Strong communication skills to interact with clients and internal partners.

Preferred Qualifications, Capabilities, and Skills:

• Ability to build trust with clients and internal stakeholders by demonstrating an understanding of their needs.
• Entrepreneurial, self-motivated, and ability to contribute to business development.
• Experience covering Asset Managers, Asset Owners, or ETF issuer client base.

As a Client Service Manager, you will enhance client satisfaction, ensure service excellence, and have the chance to forge enduring client relationships.

Client Services Managers (CSMs) are dedicated to fostering close relationships with their clients, understanding their requirements and expectations, and taking accountability for issue resolution. They engage in proactive client management and cultivate long-term partnerships to become trusted advisors. Additionally, CSMs build strong partnerships with Operations, Product, Sales, and Technology, both locally and regionally, to ensure effective service delivery to clients. CSMs collaborate with and manage through various functional areas, both locally and globally, to ensure timely and efficient service provision. They operate with a high degree of autonomy in managing the client experience across the franchise.

As a Client Services Manager Vice President in Securities Services, you will be responsible for managing a portfolio of Securities Services' Custody and Fund Services clients. In this role, you will have ultimate ownership of your clients' satisfaction with J.P. Morgan's products and services.

Job responsibilities:

• Understand clients' business needs and agendas (roadmaps) to cultivate long-term partnerships with key clients.
• Take full responsibility for service delivery across Securities Services, building relationships internally and externally to understand client requirements and expectations.
• Drive the resolution and management of client queries, data and reporting collation, delivery issues, and track progress, leveraging internal teams as appropriate.
• Provide thought leadership and partner with Product Management and Product Development to deliver effective solutions to clients.
• Lead in-person meetings with your client base to build relationships, establish an ongoing governance structure, update clients on product and system enhancements, and ensure their ongoing satisfaction with J.P. Morgan.
• Complete periodic relationship reviews for your clients.
• Monitor and manage billing for accuracy.
• Coordinate service delivery across all products and services, including IMOS, Custody, Cash, FX, Liquidity and Fund Services.

Required qualifications, capabilities, and skills:

• 10 years in Financial Services, particularly in the Securities Servicing Industry.
• Proven experience in a senior role related to Client Service, Implementation, Project Management, Product Development, or Operations.
• Deep understanding of the product set including Custody, Fund Accounting, Fund Administration, Investment Analytics, Compliance, ETFs, IMOS, Private Equity.
• Excellent leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving skills.
• Focus on accountability, action, and outcome to ensure solutions meet client needs while aligning business deliverables with the firm's mission and goals.
• Proven ability influence individuals within a wide range of functions in the organization.
• Ability to prioritize, handle multiple tasks, and work with minimal supervision.
• Strong work ethic with a desire to work with teams.

Job Responsibilities

• Support execution of business initiatives, working closely with local and regional teams.
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
• Organize complex information strategically, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups for management presentations, reports, and dashboards.
• Communicate effectively with key business partners to understand projects and facilitate next steps, including project managing and delivering key work streams and tasks.
• Identify key business risks on the platform and partner with product and controls office to remediate risk and controls issues.
• Provide financial and business data in support of regulatory requests.
• Prepare materials for town halls, employee recognition, and strategy working sessions, including coordination of team activities.
• Collect and maintain internal resources and documentation on collaboration sites.
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.
• Ad hoc/general business management support across the franchise.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business, Finance, Economics, or related area with prior experience in Business Management or COO role.
• Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence.
• Demonstrated ability in dealing with different stakeholder groups and leading the agenda.
• Ability to multi-task and dynamically prioritize or adapt with rapidly changing and sometimes conflicting demands.
• Excellent communication, organization, and project management skills.
• Ability to articulate and demonstrate thoughtful rationale in design decisions.
• Demonstrates sound judgment, professional maturity, and a high level of integrity.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Intermediate to advanced level ability expected in all MS Office tools (Excel & PowerPoint).

Commercial & Investment Bank

In this role, you will work closely with executives from our Global Banking, Markets, Research, Securities Services and Payments business lines to develop and execute marketing plans. You will analyze industry trends and competitor activities to recommend strategies that enhance our market presence. While this role offers a dynamic work environment with shifting deadlines and priorities, it will prove to be a rewarding career experience.

Job Responsibilities:

• Produce in-depth articles ad reports for internal and external distribution
• Develop and execute marketing plans and campaigns in collaboration with business stakeholders, product marketers and communications leads

• Write compelling copy for a wide range of client segments that include a C-suite audience of asset managers, institutional investors, treasurers, etc.
• Reduce dense research reports and white papers into digital-friendly formats

• Analyze and report on industry trends and competitor activities
• Recommend digital-first marketing strategies to support business objectives
• Create compelling content for digital platforms, including articles, web copy, and social media
• Collaborate with cross-functional teams to deliver content aligned with brand strategy
• Edit and proofread content for consistency in tone and voice
• Conduct research to write timely, relevant articles
• Ensure business, legal and compliance clearance for all pieces of content

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree in journalism, communications, or related field
• Minimum 7 years of experience in editing, proofreading, and feature article writing
• Experience in the banking industry is essential
• Proven experience as a writer or reporter
• Expertise in SEO best practices
• Ability to work under tight deadlines and manage multiple priorities
• Superior writing skills in English with flawless grammar and accuracy
• Excellent presentation skills

Preferred Qualifications, Capabilities, and Skills:

• Experience with content management tools (e.g., Contently)
• Experience conducting keyword research using SEO tools (e.g., BrightEdge, Google Keyword Planner)
• Proven track record of producing both short and long-form content

• Experience synthesizing and translation data sources, charts and infographics

• Ability to adapt tone and voice for various channels, including social media and web