דרושים Asset Management P & ב-גיי פי מורגן ב-India, Bengaluru

Roles & Responsibilities

Financial Analysis team is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting, and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g., dashboards), and advising the line of business Chief Financial Officer on how to increase profitability and efficiencies.

• Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Develop recommendations effecting business procedures and operations and maintain financial and reporting systems.
• Efficiency reporting, analytics, and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible
• Prepare insightful, high quality Senior Management presentations
• Prepare analytical insights by partner reports
• Prepare Customer Penetration Metrics
• Support ad hoc requests from the Business and Senior Management
• Weekly/Monthly/Quarterly reports as required
• Knowledge of Essbase, Microsoft Access, Visual Basic Analysis, Systems, Applications & Products in Data Processing (SAP), etc. is added advantage
• Ensure that reports are insightful and contain commentary on key movements and watch items

Skills / Competencies Needed/Education Qualifications:

• Chartered Accountant/ CFA/ MBA (Finance) (or similar educational background) with 12+ years of post-qualification experience
• Background in Data Science a strong plus. Experience in SQL/SAS/Python/Tableau a plus
• Strong financial analytical skills – Fusion of Finance and Data Capabilities
• Strong Team Management Skills – With experience in managing Associate level population
• Experience in banking industry preferred
• Excellent communication and partnering skills
• Ability to multi-task and work autonomously within team environment
• Ability to research issues/problems and provide a 'solution-based' approach
• Adaptable to change and ambiguity in the work environment
• Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc), Microsoft Access
• Knowledge of Essbase
• Inquisitive, enthusiastic, and diligent, and capable of challenging status quo
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely
• Shift timings: 2.00 pm till 11.00 pm

Job responsibilities

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
• Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Project manage and deliver key work streams and tasks
• Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 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 driving the agenda
• Excellent communication, organization and project management skills
• Ability to articulate and demonstrate thoughtful rationale in design decisions
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills
• Strong time management and prioritization skills

Join the team where you will be responsible for announcing corporate action events for all global markets. Your primary goal is to ensure all announcements are processed within 24 hours of receipt and are sent out to our clients/subscribers. You will own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads.

As a Securities Services Operations – Asset Analyst in the Asset Servicing Announcement Capture Utility team, you will be responsible for announcing corporate action events for all Global markets. Your primary goal is to ensure all announcements are processed within 24 hours of receipt and are sent out to our clients/subscribers. You will own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads. This role provides an opportunity to work with various internal teams to process transactions, resolve exceptions, and enhance controls. You will also partner with client service teams to help change client behavior where required to remove manual processes.

Job Responsibilities

• Process and validate Income & Mandatory Corporate actions.
• Own issues related to the Announcement Capture Utility and ensure timely escalation to both Operational and Risk leads
• Deliver fund services trades operations BAU for the assigned location.
• Work with various internal teams to process transactions and resolve any exceptions on a timely manner.
• Respond to and resolve client inquiries on a timely manner
• Perform root cause analysis for their respective clients to increase STP and reduce client inquiries.
• Partner with client service teams to help change client behavior where required to remove manual processes.
• Understand Risk Management and should be able to manage the issues exceptions above materiality thresholds for resolution
• Partner with technology strategy team to help identify internal and external facing technology improvement opportunities.
• Ensure all day to day queries dealt with within required SLAs and escalate issues

Required qualifications, skills and capabilities

• Bachelor’s degree
• Minimum 5 years in Financial Services industry
• Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook Express (or similar email program)
• Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
• Strong financial markets product knowledge and understanding of the transaction lifecycle in Corporate Actions and/or
• Subject matter expertise in Equities, Fixed Income, FX, Collateral, Derivative

Job Summary:

As a Client Operations Lead within the Wealth Management Client Operations team, you will partner with global business-facing teams to ensure compliance and meet day-to-day deliverables. You will identify opportunities for automation and service improvement, maximizing productivity and quality. Your leadership will drive team development and enhance client experiences.

Job Responsibilities:

• Partner with Middle and Front office teams for client onboarding.
• Drive results through leadership, communication, and influence.
• Function effectively in a high-volume, deadline-oriented environment.
• Manage KPIs to ensure quality and timeliness.
• Serve as an escalation point for Client Operations issues.
• Promote process improvement and share best practices.
• Support consistent hiring and performance management.
• Manage risk, identify issues, and escalate as needed.
• Assess process and system improvements, providing solutions.
• Create an effective control environment within the team and build partnerships with onshore leads through communication and governance.

Required Qualifications, Capabilities, and Skills

• 12+ years of experience in Financial Services or Operations.
• Proven leadership in strategic change management and process re-engineering.
• Experience managing across multiple locations.
• Strong relationship-building and influencing skills.
• Industry experience with understanding of standards and networking.
• Consultative approach, anticipating business partner needs.
• Critical thinking and proactive best practices.
• Motivated with advanced strategy and problem-solving skills.
• Commercial background with ability to transform operations.
• Knowledge of automation tools and AI/ML understanding.

Preferred Qualifications, Capabilities, and Skills:

• Client Operations experience in Investment Banking or Wealth Management.
• Experience in technology-driven projects.
• Strong industry networking and peer relationships.
• Ability to collaborate with Operations Leaders and key partners.
• Understanding of client needs and impact on relationships.
• Proven ability to transform operations across business areas.
• Advanced interpersonal and communication skills.

As a Project Manager within the Wholesale Lending Services (WLS) division, you will plan, execute, and finalize projects according to strict deadlines and within budget. You will coordinate efforts across various teams, including the Commercial Bank, to deliver projects that support our Firm’s Wholesale Lending Businesses.

Job responsibilities:

• Define project scope, goals, and deliverables in collaboration with senior management and stakeholders.
• Develop full-scale project plans and associated communications documents.
• Communicate project expectations and updates effectively to team members and stakeholders.
• Estimate resources and participants needed to achieve project goals.
• Draft and manage budget proposals, recommending changes as necessary.
• Ensure operational readiness for complex or cross-functional projects.
• Analyze business processes and data to identify trends, issues, and opportunities for improvement.
• Develop detailed business reports and dashboards to support decision-making.
• Coach, mentor, and supervise project team members and contractors.
• Build and grow business relationships vital to project success.
• Track project milestones, deliverables, and evaluate the effectiveness of implemented solutions.
  

Required qualifications, capabilities and skills:

• Bachelor’s degree in Business Administration, Project Management, Finance, Economics, or a related field.
• 7+ years of direct work experience in a project management or business analyst capacity.
• Strong analytical and problem-solving skills.
• Expertise in data analysis tools, with advanced skills in Excel, including VBA/Macros, and proficiency in Tableau.
• Strong familiarity with project management software, such as Microsoft Project, Asana, or similar.
• Excellent verbal, written, and presentation skills, with strong attention to detail.
• Ability to work independently and as part of a team.
• Willingness to work during US hours from India.
• Project Management Professional (PMP) certification.

Job Responsibilities:

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites, like SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 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
• Excellent organization and project management skills
• Ability to articulate and demonstrate thoughtful rationale in design decisions
• Intermediate-level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills

• Highly motivated self-starter with excellent time management/prioritization skills

Job responsibilities:

• Provide daily system support operations including issue resolution, user requests, enhancement requests, user acceptance testing, ad-hoc requests, etc.
• Monitor the support tools and mailbox for user tickets/issues.
• Prioritize and schedule tickets; escalate tickets/issues to the L2/L3 teams as required.
• Provide technology troubleshooting support on basic user issues and system issues such as data problems.
• Resolve and close user-related tickets assigned to Operate Support in a timely and complete manner by providing application knowledge.
• Coordinate Access Administration and support Recertification for supported applications.
• Be flexible in working rotational shifts (APAC, EMEA, and U.S.)
• Provide application testing/validation support on an as needed basis.

Required qualifications, capabilities, and skills:

• 4+ years of relevant experience in a similar role.
• Solid understanding of risk management and control principles.
• Excellent written and verbal communication abilities.
• A strong focus on delivering exceptional customer service.
• Ability to effectively communicate with both technical and business partners, adapting language to suit the audience.
• Strong organizational, documentation, and multitasking abilities, with a proven track record of managing expectations and delivering results.
• High level of professionalism, self-motivation, and a strong sense of urgency.