דרושים Trading Services Analyst ב-גיי פי מורגן ב-Brazil, São Paulo

As a Trading Services Analyst, you will have the following responsibilities

Job Responsibilities:

• Monitoring the Corporate Action Events for the Foreign Investors holdings;
• Contact the Central Depositary to confirm the Corporate Actions’ details;
• Perform entitlement reconciliation against central depositary;
• Process the client´s instructions in order to participate in the Voluntary Events and Proxy Voting Meetings;
• Control the financial settlement for Foreign Investors considering Tax;
• Tax Calculation / collection
• Regulators / IRS ad hoc request
• Process and reconciliation of regulatory reports.

Required qualifications, capabilities and skills:

• Advanced / Fluent in English;
• Knowledge of MS Office package;
• MS Excel Advanced
• Team player;
• Meticulous, Attentive to details and organized;
• Focused in controls and deadline;

Preferred qualifications, capabilities and skills:

• Previous experience with custody activities
• Knowledge of VBA

This role involves overseeing all aspects of strategy, daily execution, capacity and demand management, data strategy, and key performance indicators (KPIs). You will ensure seamless end-to-end workflow between the team and relevant partners, delivering world-class stakeholder engagement and data transparency.

Job Responsibilities:

• Define and execute the regional team’s strategy by aligning goals with business priorities and the global target model.
• Lead stakeholder engagement, building strong relationships with Coverage, Product bankers, and other key stakeholders in the region.
• Address client and stakeholder needs while balancing the firm's interests, using market knowledge to foster valuable discussions and a strong control environment.
• Create a strong employee engagement culture, promote inclusivity, professional development and high performance, using data to drive the attainment of goals and standards.
• Monitor the deal pipeline to identify and address opportunities and urgencies, preventing controls issues.
• Serve as a senior escalation point to resolve roadblocks.
• Collaborate with compliance, legal, credit, finance, and other partners on client requests and deal execution requirements.
• Streamline processes to reduce administrative work and improve efficiency.
• Partner with the business to enhance services, systems, and procedures, planning for long-term growth.
• Manage the implementation of new processes and innovations to improve quality and outcomes in collaboration with business leaders and stakeholders.

Required Qualifications, Capabilities, and Skills:

• Experience and deep knowledge of investment and corporate banking products, including mergers and acquisitions, Debt Capital Markets, Equity Capital Markets, Loans, Trade, and Working Capital.
• Exceptional senior stakeholder management skills, with experience in presenting to and engaging with clients and senior executives.
• At least 3 years of experience in a leadership role, successfully building, leading, and managing medium operational teams (5+ reports).
• Excellent presentation skills, with proven expertise in using PowerPoint, PitchPro, and other presentation tools.
• Proven ability to drive large-scale change and transformation programs and initiatives.
• Evidence-based approach to problem-solving, optimizing products and services to add value.
• Proactive and adept at resolving issues, with a curious and problem-solving mindset.
• Demonstrated experience in managing operations or enablement functions for a growing, diverse, and transformative business.

Preferred Qualifications, Capabilities, and Skills:

• A background in relationship management, sales, or deal execution is advantageous.
• Fluency in Spanish and Portuguese.
• Background in Alteryx, R, Power BI, Tableau, and other data management/visualization platforms and systems.

Job Responsibilities

• Develop functional expertise in your product, its use cases, integrations, and how it supports the business as it exists today, and as it changes.
• Create and manage a product backlog for media and streaming finance products, supporting advertising sales billing for linear and digital, and program finance for payables.
• Understand and document dependencies between stories that are being written
• Manage feature roadmap, and prioritization of capabilities and features of a product
• Engage across functions with multiple stakeholders, translate requirements into well documented product features
• Facilitate grooming sessions to maintain a consistently up-to-date backlog of clearly defined features
• Fully document product features and capabilities in JIRA, ensuring all stories have acceptance criteria that is clear and can be measured
• Collaborate across teams and with architecture and solutions leaders, to identify the best technical solution for a feature or capability that meets the needs of the clients

Required Qualifications, skills and capabilities

• Bachelor’s degree in technology or related field of study.
• Experience working with development and engineering teams and products launches
• Experience using Jira or a similar system to track and maintain feature requirements and development progress
• Expertise in the SDLC process (Agile), with a focus on scoping, iteration planning, user story and acceptance criteria writing, and rollout management

As a Client Services Manager Brazil Head your role and responsibility include:

• Manage a team of Client Service Account Managers (CSAM) with the expectation to hire, train, motivate and coach them as they provide attentive, efficient service to clients, assessing employee performance and providing helpful feedback, training opportunities and career development.
• Understands how to navigate the organization to drive outcomes for internal and external clients and stakeholders.
• Schedule and deliver weekly staff meetings as well as quarterly check-ins with the Payments country Heads and Sales partners (i.e., review Sales priorities, discuss Service priorities, etc.).
• Act as a customer advocate and liaison to improve the overall quality of service provided to customers by all product and operational areas.
• Direct relationships with clients and internal service providers, resolves issues, directs production and establishes and monitors client SLAs.
• Drive 100% clients’ requests tracking in near real time, and improve case data quality to reduce transactional inquiries as a result of proactive client engagement, digital adoption, and reducing pain points.
• Owns and drives exceptional client and team outcomes - considers the bigger picture to identify long term solutions for the client, analyzing and interpreting client data to identify trends and develop strategy.
• Perform quality controls and monitor KPI’s.
• Direct root cause analysis and guide product quality control by coordinating resolution and escalation of customer issues, application bug reports and enhancement requests.
• Serves as high-level point of contact and demonstrates strong product knowledge while assisting in the development of product enhancements through active participation on line of business.
• Provide high-level guidance to the team and ensure that Client Satisfaction and SLAs are met or exceeded.
• Works closely with Operations and Product areas on behalf of client to deliver proactive solutions through targeted client outreach and programs as well as providing new product enhancement ideas and market (End user) intelligence.
• Leverage existing MIS to track customer volume and revenue activity, escalating any drop off to sales for action, while recognizing new and extended product opportunities.
• Project management skills required to support roll out of new products or business for Payments.
• Ensure that all processes are performed in a correct and timely manner in alignment with specifications and procedures requirements.
• Assess existing capacity and define capacity needs.
• Meet/beat financial and headcount targets.
• Enhance capacity model with greater data precision to ensure balanced portfolios and appropriate staffing.
• Certify Policies & Procedures (P&Ps) without missing any recertification due dates.
• Prioritize diverse and inclusive environment.

• Provide back up for all activities when necessary.

Qualifications

• Have a minimum of 10 years of managerial/leadership experience.
• Demonstrated strong people, project, risk management skills and a passion for excellence.
• Comprehensive understanding of Wholesale Payments products, processes and relevant market knowledge.
• Ability to act with authority and influences others to take appropriate action; drives decisions and manages through conflict and change.
• Negotiation and Strategic planning skills.
• Strong oral and written communication skills.
• Multi-tasking, Time management and Organizational skills.
• Excellent problem solving, analytical skills and attention to detail.
• Working knowledge of MS Office and Business Applications.

As a Hedge Fund Credit Risk Analyst on the Commercial and Investment (CIB) Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies. You will develop quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity. Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.

Job Responsibilities

• Assess creditworthiness of clients to determine appropriate credit ratings including strategy and credit exposure analysis
• Perform client due diligence including written credit approval memos and annual credit reviews
• Manage client portfolio including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants
• Analyze exposure metrics including VaR and stress scenario analysis to recommend risk mitigants such as structural enhancements, credit covenants, and collateral requirements
• Develop understanding of trading agreements and associated credit terms (e.g. ISDA)
• Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal
• Understand market developments and industry trends and assess the impact on client portfolios and strategies
• Meet development and training requirements as defined

Required Qualifications, Capabilities and Skills

• Undergraduate degree in finance or related field
• An understanding of accounting, trading products and an interest in markets
• Strong interest in client interaction and possess outstanding verbal and written communication skills
• Ability to multi-task and perform well under pressure on teams in a demanding environment
• Highly proficient in Excel, PowerPoint and Word

Rotational Program Pillars

• Product Development : Contribute to the product development lifecycle, idea generation, documentation, technology buildout and commercialization
• Client Mindset : Understanding client needs and objectives in detail
• Value : Understand our strategy, economics of revenue growth, what is “commercially viable”, how do we measure success and how do we analyze data to understand the big picture framework
• Extra-Curriculars : Engaging and productively contributing to JPMorgan & wider community through initiatives and programs available
• Controls: Appreciate and demonstrate the importance of the control and governance environment and agenda - identify risks and mitigants with an end-to-end control framework
• Market Trends: Identify and analyze emerging trends in the market / economic environment and how that impacts how we do business

Job-Rotations

• We are committed to developing future leaders through our Payments Rotational Analyst Program, which offers a comprehensive learning experience across various business functions and job-rotations.
• Rotational Analysts will have 3 different rotations of 8 months each (2 years in total).
• Each analyst will have a different rotational roadmap based on business needs, skills and diversification of experiences.
• Upon completing the two-year rotational program, and based on each individual's performance during the program, the rotational analyst may qualify to be considered for an Associate position within the Payments division.

Qualifications, capabilities and skills

• Bachelor’s degree with a strong Business Administration & Finance background.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Proactive and eager to learn with a strong desire to build a career in Payments.
• Flexibility to adapt to changing priorities and work in a fast-paced environment.
• CPA-20 Certification desirable
• Fluent English.
• Availability to work in-person at the São Paulo office

Timeline & details

• Applications accepted until May 2nd – for internal and external candidates
• Onboarding expected to happen between July / August

Job Responsibilities

• Drive end to end operations and controls management of Banking Payments products and services
• Single point of contact for coordinating production issues follow ups, customer and/or product group escalations
• Perform in-depth research and identify sources of production issues; in partnership with Product Owners ensure we have mitigants in place to prevent re-occurrence of the same issue
• Implement processes, controls, & risk frameworks to ensure all regulations and firm policies are met (i.e. control testing, process management, correction cases, etc.)
• Proactively identify controls gaps in process and offer ideas for improvement in areas that require remediation or enhancement.
• Manage principal level interlocks with internal customers to ensure productive feedback, reduce impediments and continuously improve the engagement.

Required qualifications, capabilities, and skills

• 5+ years product leadership experience
• A background in process design, operations management, audit and controls
• Proven track record of managing a product in production and managing successful controls, including audits and regulatory reviews
• Comfortable in the weeds to identify, put guardrails around, and address issues in a timely manner
• Strong ability to analyze opportunities & problems, recommend solutions, and communicate effectively & confidently (both verbal and written)
• Strong influencing and partnership / collaboration skills to drive cross-functional team
• Ability to productively work in a matrix management organization
• Positive, team-oriented attitude and inspiring leadership skills a must

Preferred qualifications, capabilities, and skills

• Financial Services experience ideally in Payments