דרושים Private Banking - Portfolio Performance Analysis Associate ב-גיי פי מורגן ב-China, Kowloon

Job responsibilities:

• Lead complex, cross-functional projects, aligning results with business strategy and priorities.
• Develop and manage project scope, plans, and workstreams, ensuring resource allocation and milestone achievement.
• Engage and influence stakeholders, fostering collaboration and resolving project execution issues.
• Apply strategic thinking to document current vs. target states, evaluate impacts, and make informed decisions.
• Facilitate requirement walkthroughs with Subject Matter Experts, ensuring robust solutions meet business and regulatory needs.
• Enhance understanding of KYC onboarding and anti-money laundering processes to shape the operating model.
• Ensure project completion in line with Risk, Control, and firm-wide guidelines.
• Identify and implement improvements in Governance and Control activities.

Required qualifications, capabilities, and skills:

• At least 4 years of experience managing complex projects or programs
• Advanced analytical, technical, and problem-solving skills in project management
• Understanding of KYC and anti-money laundering processes in global banking
• Self-starter with excellent problem-solving skills and conflict resolution abilities.
• Strong communication skills in Mandarin, with the ability to influence, gain consensus, and communicate with stakeholders in the Greater China region
• Experience managing diverse teams, focusing on delegation and inclusivity.
• Proficiency in Excel, PowerPoint, Visio, and digital platforms.
• Flexible work hours to support a global model.

Preferred qualifications, capabilities, and skills :

• Bachelor’s degree or equivalent, with professional project management certification (e.g., PRINCE 2).
• Proficiency in JIRA and Confluence; knowledge of data analytics and AI is beneficial.
• Understanding of KYC and anti-money laundering regulatory requirements in Asia Pacific, especially China.
• Encourage innovation through creative problem-solving and technology adoption.

As a Transfer Agency Investor Services Associate in our Fund Operations team, you will be the primary point of contact for our shareholders and fund promoters. Your role will involve responding to queries, sending daily reports, and coordinating with internal and external stakeholders. You will need to be fast, efficient, and accurate in your responses, and be proactive in routing queries to the appropriate teams. This role offers you the opportunity to work in a dynamic environment and grow your career with us.

Job responsibilities:

• Build a stable relationship with the investors of our clients to ensure effective cooperation and solid understanding of the client’s/investor’s culture and the relevant fund structures
• Deliver high quality customer service so as to complete increasingly complex tasks on time and accurately
• Monitor and answer investor related queries ranging across diverse areas of investor activities such as dealing, payments and cash within the agreed turnaround times and ensure appropriate follow-up on all outstanding queries in a timely manner
• Release investor correspondence (contract notes, dividend notes and monthly statement etc.) ensuring that they are released within the agreed deadlines as outlined in the Service Level Agreements.
• Provide daily/weekly/monthly reports to fund promoters and other internal departments
• Prepare audit confirmation for investors and fund auditors
• Conduct telephone call back on all submitted changes to bank mandates, authorized signatories and contact details
• Manage investor complaints in accordance with complaint policy
• Maintain an effective, interactive relationship with internal Transfer Agency Operations Managers
• Represent J.P. Morgan to external partners such as clients, potential clients and vendors in a professional manner
• Keep necessary controls to meet service delivery standards in relation to the handling of investor enquiries

Required qualifications, capabilities, and skills:

• Bachelor’s Degree in Business, Finance, Economic, or relevant disciplines
• At least 5 years of experience in Investor Services/Customer Servicing Transfer Agency roles
• Proven experience in managing internal and external clients at senior level
• Fluency in both spoken and written Japanese as this role requires to interact with Japanese clients
• Extensive working knowledge of Microsoft Office products including Word, Excel Digital Solution tools and Outlook
• Team player, professional and proactive approach to work, positive attitude, remain poised under pressure, client service focus and ability to adapt to change
• Able to quickly understand technical, procedural and functional information to solve problems and deliver information to investors
• Client centricity with focus on high quality service delivery
• Demonstrate a keen eye for details; look for and mitigate inherent and residual risks
• Be able to work in a multi-cultural environment with virtual teams

Preferred qualifications, capabilities, and skills:

• Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem‑solving efforts when appropriate
• Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction

As a Product Implementation Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

Job Responsibilities

• Own the product implementation and training experience for your assigned clients
• Meet and connect with clients through Zoom, Email and other collaborative technologies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Manage client and partner expectations and understanding throughout the implementation process
• Implement mixed payable solutions and support our clients with file mapping exercises
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required qualifications, capabilities, and skills

• 6+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
• Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
• Ability to clearly communicate, partner and influence - leading others to a common goal
• Exhibit adherence to policy and procedures and meet or exceed established SLA
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Strategic thinking with the ability to adapt to change
• Microsoft Office Suite experience and project Management, Payments and Receivables experience
• Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space

Preferred qualifications, capabilities, and skills

• Bachelor of Science or Bachelor of Arts Degree
• Passion for learning new operating models, technologies, and industry trends
• Technical client consulting experience to support technical roles
• PMP or other Project Management Certifications

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

As an Associate in the team you will take responsibility for key projects and initiatives, working closely with global partners and APAC stakeholders in Compliance Conduct Operational Risk (CCOR), as well as key Corporate functions (e.g. Finance, HR, Technology, Real Estate, Resiliency etc.). The role presents an excellent opportunity to interact with senior stakeholders and gain insight into the management of CCOR in a complex global financial institution.

Job Responsibilities:-

• Manage independent headcount, expense, real estate, and budgetary management.
• Produce management information to ensure departmental resources are utilized effectively and to facilitate management decisions on budget and headcount.
• Prepare strategic and financial presentations for management meetings and business reviews to navigate revenue growth strategy and business priorities.
• Support CCOR in achieving business objectives, formulating strategic decisions & initiatives, and identifying risks & opportunities.
• Work closely with various control and support functions on various BAU and ad hoc projects.

Required Qualifications, Capabilities, and Skills

• Minimum 5 years of experience in finance, business management, or strategy roles.
• Strong analytical and problem-solving skills with ability to multi-task changing demands and take ownership
• Strong interest in the Business Management / Governance area
• Ability to work under pressure in a dynamic environment with excellent attention to detail, articulate in written and verbal communication, and present and support conclusions to senior management.
• A team player who can work smoothly with a wide range of stakeholders across multiple disciplines and levels of seniority.
• A self-starter with a can-do attitude and an ability to learn quickly.
• Strong Microsoft Excel and PowerPoint tools.

As an Associate within our Investment Compliance team, you'll play a pivotal role in shaping our Investment compliance guideline and regulatory framework. Your entrepreneurial spirit and intellectual curiosity will thrive in our dynamic and flexible environment, where you'll deliver world-class data solutions to institutional clients and influence our compliance service providing top-notch global regulatory coverage. You'll be instrumental in building a top-tier compliance reporting operations function in the APAC region. You'll engage directly with clients, lead strategic initiatives, and partner with global stakeholders to assess business needs and deliver innovative solutions.

Job responsibilities:

• Lead and inspire a regional Investment Compliance operations team, fostering a culture of ownership, communication, and strategic decision-making.
• Act as a primary client contact, driving engagement through meetings, global best practice adoption, and governance.
• Interpret prospectus and code rules into our Investment Compliance system, ensuring alignment with client needs.
• Champion innovation and continuous improvement, focusing on measurable productivity and quality gains.
• Collaborate with global stakeholders to achieve business goals and implement product/technology enhancements.
• Represent Investment Compliance in various forums, positioning the team as a leader in the firm and industry.
• Stay ahead of industry and regulatory developments, providing insights and fostering information sharing across the business.
• Drive strategic business initiatives to maximize operating performance and client satisfaction.
• Lead client service reviews and Due Diligence meetings, acting as the Senior Escalation owner when necessary.

Required qualifications, capabilities, and skills:

• At least 5 years of proven experience in Pre or Post Trade Investment Compliance, with expertise in rule interpretation and coding.
• Demonstrated client engagement and management skills.
• Strong management and leadership skills, with the ability to inspire and influence a team.
• Deep knowledge of investment mandate/guideline requirements and relevant regulations.
• Experience engaging with senior investment and compliance professionals.
• Proficiency with Investment Compliance systems or tools.
• High standard of accuracy and attention to detail.
• Comprehensive financial instrument knowledge, including Fixed Income, Equity, and Derivatives.
• Strong analytical and problem-solving skills, with a proactive approach to driving change.

Preferred qualifications, capabilities, and skills:

• Knowledge of Asian country regulations.
• Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or ESG qualifications will be beneficial.
• Prior experience in Performance, Market Risk, or ESG related roles will be an advantage.
• Fluency in Cantonese and/or Mandarin will be preferred.

Job responsibilities

• Act as the first point of contact for clients & Front office on all operational issues including allocation, pre-match, settlement and post settlement events.
• Perform reconciliations between front office, middle office and back office systems to ensure data capture accuracy and completeness.
• Ensure all transactions are correctly captured in booking systems, risk management and downstream systems and escalate issues for any urgent matters or assistance
• Work closely with client, Settlements and other third party institutions to settle client trades.
• Produce time sensitive reports with actionable data to Front Office, Middle Office or Back Office for break resolutions and detailed business control metrics to management on a daily basis
• Liaise with client onboarding and reference data team to setup accounts internally
• Liaise with trade support team to identify and fix exceptions.
• Ensure the Sales and Trading are in compliance with rules and regulations in various local jurisdictions.
• Participate continuously in projects involving new product rollout, new system implementation, process improvements & perform root cause analyses on new issues or
  control gaps
• Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
  

Required qualifications, capabilities, and skills

• Minimum 5 years of working experience in Middle office role in Client Service / Trade Support / Cash Equity / Derivatives Trade Support
• Excellent communication skills; fluency in English required. Individual should have been in a role that required daily and extensive communication directly with FO Sales & Marketing groups
• Knowledge of Equities, Bonds, and Equity Swap products and relevant process flows is necessary
• Understand the key elements of other infrastructure groups (i.e. Finance, Market risk, Credit risk, Operational risk, Legal, Collateral etc.) and recognize the impact of the actions of the Trade support team on these areas
• Must be a self-starter with the motivation, demonstration of initiative, and ownership mentality to think outside of the box as necessary
• Strong leadership skills with the ability to take ownership and responsibility
• Great team player able to work in a pressurized and changing environment
• Ability to drive and manage global initiatives and projects driven by the business, industry or operations
• Strong analytical and problem-solving skills, including the ability to understand the external client’s perspective when applying solutions
• Strong organizational and prioritization skills
• Strong technical skills, especially in Excel

Preferred qualifications, capabilities, and skills

• Familiarity with modern skills of the future tools such as Alteryx, Tableau, PowerBi
• Technical skills such as VBA is a plus
• In-depth experience with equity products and global markets, including rules and regulations familiarity preferred
• Derivatives Regulatory knowledge is a plus, i.e. Dodd Frank, EMIR