דרושים Tax - Senior Executive Assistant ב-גיי פי מורגן ב-India, Mumbai

Job Summary:

As an Associate in the Senior Country Business Manager (SCBM)/ COO Office, you will require to have an understanding of financial and operational governance, risk management, and strategic planning to support the CEO/SCO and other senior leaders in achieving the organization's objectives.

Job Responsibilities:

• Execute new business strategies, strategic initiatives, or platforms, aligning business and support functions (Finance, Tech, Ops, Legal, Compliance).
• Optimize 'bottom line' business performance by driving key initiatives & KPI’s
• Identify, escalate, and mitigate business risks that could impair our ability to do business, such as legal, tax, regulatory, capacity issues etc.
• Analyze financial performance, including expenses; identify productivity initiatives and drive implementation.
• Partner with the Business, Operations, and Technology in defining future workflows and implementing related technology and projects to meet evolving market requirements.
• Collaborate with relevant stakeholders (CAO functions) location driven strategy
• Maintain the location's operational strategies and ensure the smooth operation and appropriate coordination of all businesses and infrastructure functions.
• Help communicate business strategy, performance and priorities to stakeholders
• Prepare documents, materials for senior management meetings.
• Improve the client experience with local LOBs (e.g., improve onboarding, ensure cross-business client service issues are addressed and resolved in a timely manner).
• Ensure a strong understanding among local LOBs of revenue and expense goals, actual performance, client planning/prioritization, control environment, and cross-LOB gaps and opportunities.

Required Qualifications, capabilities and skills:

• Postgraduate (preferred)/Graduate degree in Business, Finance, Economics, or a related area.
• Highly motivated self-starter with excellent time management and prioritization skills.
• Ability to present well to senior and business heads.
• Strong internal relationship-building skills across a broad range of functions.
• Self-motivated, tenacious, and able to work independently.
• Excellent written and oral communication skills.
• Ability to define and deliver a strategic agenda across multiple groups.
• Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.
• Attention to detail with a logical thought process.
• Ask questions, maintain a pro-active and problem-solving mindset with ability to identify, clearly present and implement well defined solutions
• Strong organizational and time management skills; extremely versatile; ability to prioritize requests; comfortable managing the demands of multiple deliverables running at the same time
• Enthusiastic, self-motivated and effective under pressure. Energetic and dynamic in style.

Preferred Qualifications, capabilities and skills:

• 5-6 Years of experience with minimum 2-3 years’ experience in Business Management or COO Organization (preferred).

As a Data Science Senior Associate within the Card Data and Analytics team, you will leverage your skills and experience in building insights from advanced analytics, Gen AI/LLM tools, and data querying to support our Credit Card business. This role combines consulting know-how, analytical proficiency in statistics, data science, machine learning/AI, proficiency in SQL/Python programming, and visualization methods.

Job Responsibilities:

• Uncover novel use cases of Big Data analytics for the Credit Card business.
• Drive data science/AIML use case development supporting the Card business.
• Help partners define business problems and scope analytical solutions.
• Build an understanding of the problem domain and available data assets.
• Research, design, implement, and evaluate analytical approaches and models.
• Perform ad-hoc exploratory statistics, data mining, and model testing.
• Investigate data visualization techniques for conveying key findings.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in a relevant quantitative field and 6+ years of data analytics experience or advanced degree in an analytical field.
• Exceptional analytical, quantitative, problem-solving, and communication skills.
• Demonstrated intellectual curiosity for solving business problems.
• Excellent leadership, consultative partnering, and collaboration skills.
• Knowledge of statistical software packages (e.g., Python, R, SAS) and data querying languages (e.g., SQL).
• Experience with modern data science tools (e.g., OpenAI, SQL, Spark, Python).

Preferred Qualifications, Capabilities, and Skills:

• Understanding of key drivers within the credit card P&L.
• Financial services background preferred.
• M.S. equivalent preferred.

The Client Tax Operations utility in India consists of 150+ staff and is responsible for the accurate and timely processing of withholding, reporting, reclaim filing and relief at source function in over 100 markets globally. As a Client Tax Documentation Business Analyst, you will be responsible for bridging the gap between Client Tax Operations, Technology, and the business to enhance and streamline tax processes. As a business analyst you will leverage your analytical, technical, and project management skills to enhance the efficiency and effectiveness of tax processes. The candidate will work directly with senior leads and key stakeholders, to understand complex business problems, designing and implementing solutions against the strategic Client Tax Operations Utility agenda including streamlined documentation, digitization, controls, and product development.

Job Responsibilities:

1. Requirements Gathering and Analysis:
   • Work closely with tax operations to understand their needs and translate these requirements into documented functional specifications.
   • Conduct detailed analysis of current tax operations processes to identify areas for improvement.
2. Process Improvement:
   • Develop and implement process enhancements to improve client experience, efficiency, accuracy, and compliance within tax operations.
   • Utilize data analysis to propose solutions that streamline tax processes.
3. Project Team Support:
   • Lead or participate in the projects / programs aimed at implementing new systems or upgrading existing systems.
   • Support the end-to-end project lifecycle from initiation through closure including testing, validating acceptance criteria are met, and capturing benefit realization.
4. Stakeholder Communication:
   • Serve as liaison between the tax operations, technology teams, and other relevant stakeholders.
   • Communicate effectively with all levels of the organization to ensure alignment and understanding of project goals and statuses.
5. Data Management and Reporting:
   • Oversee the integrity and accuracy of tax-related data within the organization’s systems.
   • Generate reports and perform analysis to support tax compliance and planning activities.
6. Regulatory Compliance:
   • Stay up to date with changes in tax regulations and ensure the systems and processes are updated accordingly.
   • Support tax operations ensuring compliance with relevant laws and regulations.

Required Qualifications, Skills, and Capabilities:

Candidate should have/demonstrate the following qualifications/skills and attributes:

• Requirement Analysis / Documentation (Confluence)
• Business Process Mapping (Signavio/Visio/Gliffy)
• Buy vs Built Option Analysis
• JIRA and Agile Methodology Experience
• Testing – Functional / UAT / Regression
• Transformational mindset with ability to work with key stakeholders and senior leaders to drive improvements to the client experience and operational excellence
• Strong hands-on experience in managing cross-functional, multi-year projects
• Experience designing business processes and decision models, preferably using Signavio
• Polished presentation skills with ability to communicate at executive level and to deliver compelling PowerPoint presentations that “tell a story” and enable decisions to be made
• Ability to interact with colleagues at all levels, in a peer-like way, and achieve goals without direct control over all resources
• Strong relationship and project management skills
• Strong Business Analysis and problem-solving Techniques and discipline
• Strong technical architecture acumen
• Exceptional analytical skills to understand a diverse array of products and complex end-to-end workflows
• Proven organization and planning skills
• Ability to manage unstructured situations and ambiguity
• Flexible attitude in dealing with multiple tasks
• Ability to work under pressure and to deadlines, with accountability and responsibility for owning actions
• Detail-oriented with a control mindset

Preferred Qualifications, Skills, and Capabilities:

• Post Graduate and/or MBA (Finance) and related industry benchmark certifications as example - Asset Servicing, KYC, Doc Management
• Knowledge of Investment Bank businesses
• Knowledge of US Tax forms, CRS, and FATCA regimes
• Knowledge of US and non-US Regulations (including Tax)
• Using AI / LLM prompts for writing requirements
• Data Analysis (SQL / Alteryx / UI Path)
• Decision Modeling (DMN)

Job Summary:

As the Head of India ER Investigations, you will lead a team of ER investigators, working closely with HR Business Partners and Advisors. Your role is crucial in managing complex employee relations issues, ensuring a fair and transparent process, and aligning with our global ER strategy. You will be instrumental in enhancing the employee experience and driving our ER priorities, while embodying our principles of empathy, risk-mindedness, impartiality, and trust.

Job Responsibilities:

• Oversee a team of professionals investigating code of conduct matters with empathy and impartiality.
• Monitor case volumes and ensure adherence to service level agreements, maintaining a risk-minded approach.
• Manage appeals and ensure risk mitigation, engagement, and fairness, building trust within the organization.
• Build high-performing teams through coaching and feedback, fostering an empathetic and supportive environment.
• Advise on ER matters, including grievances, investigations, and disciplinary actions, ensuring alignment with our values and culture.
• Draft, review, and maintain ER-aligned policies and processes that reflect our mission and principles.
• Develop and deliver training on ER issues and employment law, promoting a culture of trust and understanding.
• Monitor cases for trending issues and develop reports for stakeholders, ensuring transparency and accountability.
• Participate in risk and control initiatives and global harmonization efforts, supporting a consistent and trusted ER framework.
• Conduct organizational audits to identify ER issues, listening to employee concerns and addressing them effectively.

Required Qualifications, Capabilities, and Skills:

• 12 or more years of experience in Employee Relations, HR Legal, or Employment Law or deep HR experience.
• Strong knowledge of ER policies and practices.
• Ability to respond to sensitive inquiries and build effective partnerships.
• Strong analytical skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to operate in a matrixed environment and manage difficult situations.
• Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels and build trusted relationships
• Entrepreneurial self-starter with strong sense accountability and ownership
• Strong time management and multi-tasking abilities.

Preferred Qualifications, Capabilities, and Skills:

• Experience with risk-based frameworks and process improvements.
• Familiarity with integrating systems and data for ER investigations.
• Ability to leverage technology to improve efficiency and team capacity.

Job Summary:

As a Unity Product Manager - Senior Associate within our global team, you will be instrumental in delivering key aspects of our product vision & strategy. You will work closely with product managers, UX, technology & data science leads to translate the needs of our users, businesses, and key partners into a strategy that aligns with our program vision. Your role will involve understanding the user journey, developing value propositions, advocating customer needs, identifying and addressing risky assumptions, validating hypotheses, and owning a product from a release-oriented perspective. You will also use data to gain insights about the product & user behaviour and identify improvement opportunities. Your active participation in business demos and effective communication skills will be crucial in managing stakeholder relationships and ensuring successful product rollouts.

• Prior experience and understanding of CIB Operations business areas and trade lifecycle knowledge would be an advantage
• Prior experience or working knowledge of web and database technologies preferred

Job Summary

As a Client Tax Senior Associate within the Corporate & Investment Bank, you will be responsible for executing key business objectives, managing processes, and mitigating business risks for key client/partner relationships. You will lead a team of 5-6 members, monitoring nostro queues and processing tax refund monies. This dynamic role requires consistent compliance, control, and operational excellence in response to regulatory and market changes. You will leverage your deep understanding of tax technical knowledge and strong analytical acumen to make informed decisions for our businesses. If you are intellectually curious and passionate about promoting solutions across organizational boundaries, you may be the perfect fit for our team.

Job responsibilities

• Lead Operations teams in Mumbai supporting the Corporate & Investment Bank “CIB.” & Act as the senior escalation point for the local team members
• Monitoring & Reporting of Tax Payables / Receivable accounts , Monitoring & Reporting of Nostro queues, Processing of Tax Refund monies
• Partnering with the Tax Operations team globally to execute tax services for CIB clients.
• Ensure a strong and stable operational environment with robust controls, checks and balances., Ensure a client-centric approach is core across the team. and be compliant with applicable laws and regulations.
• Ensure a consistent focus on the people agenda – soft-skill coaching and technical training, talent management and retention, clear succession plan and critical activity coverage, rewards, and recognition.
• Ensure a clear, regular, and consistent communication plan across the team, Good knowledge of end-to-end process flow, SOPs, and validation points. Have a good industry knowledge of International Tax reclaims processing, Influence technology on system enhancements and ability to articulate stakeholders on various change management initiatives.
• Developing and implementing tools to manage and improve quality and accuracy. Identify opportunities for process efficiency & implement in a controlled manner.
• Is responsible for decision making about the handling of various types of scenarios critical for the business and for accuracy and timely completion and undertaking the day-to-day operations within the team, acting as the point of contact for the aligned country or line of business, ensuing tax compliance obligations are met, control procedures are adhered, and internal stakeholders are regularly communicated with.
• Gaining familiarity with key tax regulatory requirements and their impact on global teams across the firm.
• Understands Hands-on approach to core delivery & execution of operations across lines of business
• Monitor failure queues, mailboxes, and databases to ensure all items are cleared in a timely manner & Identify & escalate all error/exceptions on identification.

Required qualifications, capabilities, and skills.

• Graduate or Post-Graduate with 8+ years’ experience in operations.
• Familiarity with a Taxation and Tax Operations for various Markets
• Ability to drive results through a "hands-on" approach.
• Enthusiastic and articulate with excellent communication and written skills with clear, concise & logical documentation ability.
• Must be able to maintain and operate in an environment of high standards of risk and control.
• Detail oriented and ability to work in a dynamic environment with conflicting priorities.
• Strong analytical skills to review evolving market practices, assess oversight metrics, results identify trends.
• Demonstrate high emotional intelligence, with sound networking and influencing skills.
• Team player with ability to work with colleagues in a collaborative manner, as well as being able to proactively progress multiple tasks independently.
• Strong problem-solving and decision-making skills. Skilled in MS office applications including Outlook, PowerPoint, Excel and Word.

Preferred qualifications, capabilities, and skills

• Relevant Tax market knowledge, industry experience, and industry related benchmark qualification
• Knowledge of financial markets and banking.
• Minimum experience of 5+ years as a Chartered Accountant or equivalent degree (Big 4 experience added advantage)
• Advanced knowledge of Alteryx, Tableau and UI path