דרושים Securities Services - Intraday Liquidity Credit ב-גיי פי מורגן ב-United Kingdom, London

Role Description

Trust Officer is responsible for administering trusts within the JP Morgan Chase Workplace Solutions trust companies – Global Shares Trustee Ireland Limited (GSTIL) and GS Trustee (UK) Limited (GSTUKL). They will work closely with Sales, Customer Relationship Management, Implementations, AML/KYC, Equity Plan Management, Tax Operations, and Reconciliations to manage the creation and operation of the individual trusts under these two entities.

Trust Officers are responsible for ensuring that GSTIL and GSTUKL fulfil their duties as trustee of individual trusts, and that these two entities meet fiduciary and regulatory requirements. The ideal candidate will possess strong leadership skills, excellent communication, understanding of corporate structures and fiduciary responsibility, regulatory compliance expertise, ability to identify conflicts of interest, possess a detailed mindset thorough understanding of trust and equity plan management.

Key Responsibilities

• Administration
  • Open and manage bank, custodian and brokerage accounts, including decisions and authorized signatories and acceptance of terms and conditions
  • Manage movement of assets within the trust, including transfers, sales, dividends ensuring all movement is compliant with legal and regulatory requirements
  • Ensure all asset movements are conducted in compliance with trust agreements and regulatory requirements
  • Monitor and manage trust assets including documentation of all decisions related to asset management and distribution in accordance with the trust deed and share plan rules
  • Oversight of all activities required when a trust client terminates Share Plan Services with Workplace Solutions
  • Maintain fiduciary responsibility and ensure the trust operates in the best interest of beneficiaries
  • Adhere to trust policies and procedures to safeguard the interests of the beneficiaries
  • Ensure meticulous record-keeping and accounting for all trust assets, maintaining separate accounts and receiving regular statements to fulfil fiduciary duties to beneficiaries
  • Ensure all trust activities comply with relevant laws, regulations, and company policies
  • Engage with external auditors and regulatory bodies, as required
  • Collaborate with legal, compliance and client service teams to ensure all documentation and agreements are in place (incl. responsibility for Trust Deed, Tax Certification)

• Board Administration
  • Ensure adherence to governance structure for each trust, maintaining a specific minute book, setting agenda, documenting and evidence all Trustee decisions, actions and resolutions including rationale for all actions
  • Minutes will serve as a central record of the trust's activities, providing a historical account of its operations and facilitating future decision-making.
  • Evidence that the trustees' actions and decisions are in accordance with the powers and duties outlined in the trust deed should be documented in the minutes.
  • If the trust deed grants discretionary powers to the trustees, the minutes should demonstrate how those powers are being exercised in the best interests of the beneficiaries.
  • Evidence that the trustees' decisions are being made solely in the best interests of the beneficiaries, rather than for the benefit of the company or other parties, should be clearly recorded.
  • The minutes should document any potential conflicts of interest and how they were addressed or mitigated.
  • The minutes should include a review of the fees associated with the trust's administration
  • Documentation of any audits or reviews of the trust's financial statements and operations should be recorded.
  • The minutes should include a summary of how participants are being informed about key aspects of the plan and their rights.
  • Any other key reports or updates provided to the plan sponsor or other stakeholders should be mentioned in the minutes.

• Tax Operations Oversight
  • Review Trusts to determine if CRBOT registration is required and implement where necessary
  • Conduct tax due diligence and risk assessments for new trust arrangements ensuring all teams are aware of any specific obligations
  • Trustees must ensure the trusts maintain compliance with the requirements necessary for tax relief, as this is a key benefit of the structures

• Plan Management
  • Co-ordinate with the EPM team to ensure accurate data updates, record keeping and reporting of share plan activities that relate to the trustee
  • Ensure accurate accounting and reporting of trust assets, including the ability to generate comprehensive asset reports
  • Oversee transaction reporting for trust accounts, ensuring regular receipt of regular statements and confirmations from broker dealers
  • Accurately report transfers of shares to beneficiaries and any trust transfers when corporate clients leave
  • Monitor and report all share trading activities conducted by the trustee, ensuring compliance with the Trust Deed, and verify that all transactions are accurately documented and monitored

Educational

• The specialized and ever changing nature of the Employee Benefit Trust practice requires Trust Officers devote a significant amount of time to personal development and training
• Training at JPMorgan consists of reading the fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis

Required Qualifications, Skills and Capabilities

• Bachelor’s Degree required; MBA or other advanced degree is a plus; J.D. preferred
• In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
• Relevant experience focused in the Employee Benefit Trust business; either at a corporate fiduciary or a law firm
• Solid Client Relationship Management experience

The role will cover a wide range of Leveraged (both Private Equity-owned and Corporate) and Investment Grade clients in the Consumer, Healthcare and Retail sectors.

As a Wholesale Credit Risk EMEA – Consumer, Healthcare, Retail – Vice President in the Commercial & Investment Bank team, you will play a crucial role in negotiating and developing recommendations for new transaction approvals across a variety of products, including secured and unsecured loans, derivatives, trade, and treasury products. You will lead due diligence and credit analysis to assess the creditworthiness of counterparties, making recommendations on appropriate structures, risk appetite, and grading. Your role will involve structuring and documentation negotiations, as well as ongoing credit risk portfolio management. You will also be committed to personal development and fostering team knowledge by coaching and training members of the Analyst and Associate community. Your ability to balance a commercial mindset with a sound risk and controls attitude will be key to managing the Firm’s balance sheet effectively.

Job responsibilities

• Negotiate and develop recommendations for new transaction approvals across various products.
• Lead due diligence and credit analysis to assess counterparty creditworthiness.
• Make recommendations on appropriate structure, risk appetite, and grading.
• Lead structuring and documentation negotiations for Investment Grade or Leveraged facilities.
• Commit to personal development and foster team knowledge through coaching and training.
• Manage ongoing credit risk portfolio, including monitoring credit ratings, sector trends, and client performance.
• Balance a commercial and solution-driven mindset with a sound risk and controls attitude.
• Develop close working relationships with senior stakeholders within the Commercial & Investment Bank.
• Understand and apply J.P. Morgan’s Risk management policies in interactions with stakeholders, including Regulators and Auditors.

Required qualifications, capabilities, and skills

• Sound credit skills and judgment, with a proactive and flexible approach to coordinating and leading credit processes.
• Good interpersonal and communication skills, with the ability to establish credibility and trust with internal business and risk stakeholders.
• Working knowledge of transaction structures, documentation, and banking products sufficient to lead the execution of new deals and portfolio workstreams.
• Experience in Sponsor deal financings
• Ability to be a self-starter while working effectively in a team environment.
• Significant of experience in a comparable environment.

Preferred qualifications, capabilities, and skills

• Previous experience leading loan documentation negotiations and core corporate derivative documentation is recommended (Investment Grade, Leverage Finance, Sponsor LBO).
• Experience in Consumer, Healthcare & Retail industries is valuable but not required

Job Summary:

As an Associate in the Complex Assets team, you will work alongside global operations, technology professionals, external clients, and key stakeholders to drive the successful delivery of change initiatives across multiple functional areas. Your accountability will cover the complete product development lifecycle—from the initial idea through design and development to implementation and transition.

Job Responsibilities:

• Stakeholder Collaboration: Build strong working relationships with operations end-users, technologists, and external partners to understand requirements and drive the build-out of solutions across middle office, fund accounting, and margin services.

• Solution Design & Delivery: Drive the high-level design of integrated solutions, collaborating closely with operations, technology, product teams, and vendors. Ensure that all initiatives align with strategic roadmaps and quality standards.

• Business & Technical Documentation: Document business requirements and product scope, translating these into detailed technical specifications for development and test execution.

• Program Management: Develop and manage robust program plans including risk management, issue resolution, and the breakdown of deliverables. Ensure projects are delivered on time and within budget.

• Continuous Improvement: Identify opportunities to enhance operational efficiency, optimize product functionality, and improve the overall client experience.

• Communication & Leadership: Regularly update senior management and stakeholders on progress, challenges, and key milestones. Mentor team members and contribute to group-wide objectives.

Required Qualifications, Capabilities and Skills:

• Industry Knowledge: Working business knowledge of OTC derivatives across one or more asset classes (Rates, Credit, Equities, FX, or Commodities), along with CFDs, Repos, and Time Deposits.

• Middle Office / Fund Accounting Expertise: Understanding of trade capture, lifecycle and core positions management including valuation, confirmation, settlement, collateral management, asset servicing, reconciliations, and reporting/data services.

• Product Development & Change Management: Demonstrated experience managing strategic change programs with a hands-on approach to analysis, testing, and delivery.

• Data Handling & Presentation: Ability to process large datasets and communicate insights clearly to senior management, clients, and cross-functional teams.

• Program Management Skills: Organizational strength with a logical, structured approach to planning, problem solving, and risk management.

• Communication Skills: Excellent written and verbal communication skills with the ability to succinctly convey detailed information to diverse audiences.

• Interpersonal Skills: Energetic self-starter with a collaborative mindset, relationship-building abilities, and a proactive approach to resolving issues and driving the strategic vision.

Preferred Qualifications, Capabilities and Skills:

• Ability to develop a clear vision and actionable roadmap for ongoing change initiatives.

• Proven capability to maximize business goals and deliver return on investment.

As a Trading Services Associate within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, ensuring the smooth operation of our trading and portfolio management businesses. Your work will have a significant impact within your team, contributing to the overall performance of our trading services. Your responsibilities span from supporting the day to day of the business but also liaising with various teams and senior stakeholders on different issues and projects. As an associate, you will independently drive discussions and propose solutions on various topics. As the business grows and transforms, you will play a major role in liaising with Tech, project and various internal teams to understand requirements, propose solutions, etc. Your ability to manage change and drive continuous improvement will be developed in this role, as you work to enhance our processes and systems. With a focus on collaboration, you will build strong relationships with internal stakeholders, while developing your influence and presentation skills to communicate data-driven insights and collaborate in impactful decisions. Your work will have a direct impact on our team's performance and the achievement of our short-term operational goals.
Job responsibilities

• Support trade orders accurately and efficiently, ensuring seamless flow to subsequent back-office systems.
• Develop and apply automation technologies to support trade processing, including settlements, profit and loss, and confirmations.
• Actively participate in change management initiatives, leveraging resources to minimize disruption and facilitate successful transitions.
• Contribute to continuous improvement efforts, identifying inefficiencies in processes and proposing solutions based on data analysis.
• Independently manage discussions with senior stakeholders across a variety of topics and issues.

Required qualifications, capabilities and skills

• Thorough knowledge (>3 years) or equivalent expertise in trading services, specifically in order execution and trade settlement.
• Demonstrated ability to apply automation technologies in a trading environment, with a focus on process optimization.
• Proactive in change management, with the ability to leverage resources to facilitate smooth transitions and minimize disruption.
• Demonstrate the ability to develop internal stakeholder management, with a focus on building productive relationships and driving mutually beneficial outcomes.
• Ability to constantly adapt, change course and multi task in a short time frame, while working under pressure.
• Comprehensive understanding of financial markets, trading instruments, and the overall trading process, with experience in trading services like order execution, trade processing, and risk monitoring, supported by previous experience in finance industry operations roles.
• Strong relationship-building, influencing, and conflict management skills, with excellent written, oral communication, and interpersonal abilities to resolve issues and maintain positive stakeholder relationships.
• Effective presentation and negotiation skills, combined with an innovative mindset focused on continuous process improvement, and a willingness to be flexible in a team-oriented environment.

As an Associate in the Hedge Fund and Asset Managers team within the EMEA Wholesale Credit Risk Organization, you will be at the center of keeping JPMorgan Chase strong and resilient. You will help the firm grow its business responsibly by anticipating new and emerging risks and using your expert judgment to solve real-world challenges. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.

Job Responsibilities:

• Manage credit risk coverage for a portfolio of fund clients, including hedge funds, private equity, LDI, real money, and pension funds.
• Oversee ongoing credit risk portfolio management, monitoring counterparty exposure, market events, regulatory developments, and client performance.
• Act as the primary point of contact for other lines of business related to your portfolio, handling activities like Derivatives trading, Prime Brokerage, and Securities Financing.
• Lead discussions and communication with colleagues and client contacts, building effective relationships internally and externally.
• Conduct due diligence and credit analysis to assess counterparty creditworthiness and make recommendations to senior Credit Officers.
• Commit to self-development and team development, including coaching Analysts and fostering holistic risk thinking.

Required Qualifications, Capabilities, and Skills:

• High level of intellectual curiosity and understanding of credit risk, developed through a minimum of 2 years’ experience in a comparable environment, in a Credit Risk or Financial Analysis role.
• Self-motivated with the ability to work independently and effectively in a team environment.
• Strong interpersonal and communication skills, with the ability to establish credibility and trust with clients and internal stakeholders.
• Understanding of risk and return metrics (Monte Carlo based metrics, VaR, Greeks, stress metrics) and critical assessment of their strengths and weaknesses.
• Experience in Hedge Fund / Asset Manager risk analysis.

As a Payments Business Manager in EMEA Liquidity & Account Solutions, you will take a collaborative approach, building and maintaining relationships as a key part of this role. You will work globally across a diverse set of stakeholders in a dynamic environment. This role offers visibility across the Payments organization and the chance to work closely with a wide variety of stakeholders; a learning mindset is essential.

Job Responsibilities:

• Collaborate with business leads to explain financial performance and revenue/expense drivers for their products, advising on strategic and tactical goals.
• Use Excel for data interpretation and PowerPoint for crafting narratives that link data to real-life activities.
• Effectively interact and influence stakeholders of varying seniority and geographic locations.
• Provide a high level of responsiveness to executive requests related to project management, presentation development, and business analysis.
• Facilitate global communication of business strategy, performance, and priorities.
• Organize complex information in a strategic and compelling way.
• Manage client pipeline and conduct trend analysis.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
• Support audit, regulatory, and compliance deliverables.
• Ensure adherence to LOB and corporate-wide objectives and policies.
• Build effective relationships and work closely with F&BM colleagues across the CIB organization.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree and experience in a strategic or similar role.
• Extensive experience within Financial Services (Transaction Services).
• Proficiency with Excel and PowerPoint
• Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task.
• Enthusiastic, self-motivated, and effective under pressure.
• Strong analytical and numeric skills, excellent attention to detail.
• Effective communication, influencing, and relationship-building skills; team player.
• Ability to work well individually and partner effectively.
• Pro-active and problem-solving mindset with ability to identify, present, and implement solutions.
• Comfortable presenting to senior audiences, strong written and verbal communication skills.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Understanding of liquidity products.

Preferred Qualifications, Capabilities, and Skills:

• Experience in global communication and strategic analysis.
• Expertise in storytelling with data and crafting compelling narratives.
• Ability to work cross-functionally with multiple competing priorities and deliverables.
• Experience in client pipeline management and trend analysis.
• Familiarity with audit, regulatory, and compliance processes.
• Strong design acumen and expertise in Excel and PowerPoint techniques.
• Experience in coordinating team activities and preparing strategic materials.

• Product Strategy & Roadmap
  • Develop and communicate the vision, strategy and roadmap for the performance analytics product.
  • Align the product strategy with business objectives, client needs and regulatory requirements.
• Market & Competitive Analysis
  • Monitor industry trends, competitor offerings, and emerging technologies in performance analytics and attribution.
  • Recommend enhancements to maintain product competitiveness and relevance.
• Product Development & Delivery
  • Engage with both internal and external stakeholders such as clients, local product/sales teams, operations and external vendors to gather requirements for performance analytics product developments.
  • Collaborate with product development teams, technology and system vendors to design, build, and launch new product features.
  • Prioritize features based on business impact, regulatory deadlines, and client feedback.
• Stakeholder Management
  • Act as the primary liaison between business users, technology teams, and external vendors.
  • Communicate product updates, timelines, and performance metrics to internal stakeholders and clients.
  • Working with operational partners, oversee the accuracy, timeliness and RAG status of performance analytics services to our global client base.
• Risk, Regulatory & Compliance Oversight
  • Ensure products adhere to industry standards (e.g., GIPS, CFA Institute guidelines) and regulatory requirements where appropriate.
  • Support risk, audit and compliance requirements related to performance analytics reporting.
• Documentation & Training
  • Work with internal and external partners to develop and maintain product documentation including marketing materials, product definitions and training materials.
  • Ensure effective adoption and understanding of performance analytics product capabilities.
• Sales Support
  • Working with Sales and Business Development teams provide support for prospect pitches, POC’s and RFP responses.

• Vast experience in product management or investment operations roles covering performance analytics services.
• Strong understanding of performance measurement, ex-post risk and attribution analysis methodology across asset classes.
• Experience with implementing or managing a GIPS compliance function within an asset management organization.
• Proven experience with implementing and developing proprietary and vendor performance analytics platforms (e.g., FactSet, Bloomberg).
• Excellent communication, stakeholder management, and problem-solving skills.
• Degree in Business, Finance or related area or CFA/ CGIPS
• Proficiency in MS Excel, PowerPoint, and Teams.