דרושים Securities Services - Performance Analytics 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 Data Scientists in this role will:

• Analyze and measure the effectiveness of lending strategies including performance of marketing campaigns or customer segmentation
• Work with credit risk team to optimize the credit risk strategies for the lending products
• Consult with business partners on analytical needs and make strategy recommendations
• Solve unstructured business problems and develop deep dive analysis of customer behavior using multiple analytics and statistical techniques.
• Interpret results and present to stakeholders and senior management
• Continuously develop skills to provide best-in-class analytics to the business

Minimum Qualifications:

• Bachelor’s and Master’s degree in a quantitative discipline (Data Science/Analytics, Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields)
• Strong knowledge and experience in retail lending such as credit cards, personal loan, or overdraft products.
• Thought leader in data science and analytics who can define analytical agenda for projects, demonstrates ability to frame ambiguous business questions into analytical plans (e.g., assessing data needs, sourcing files, preparing data, creating new features, evaluating quality, etc.), and executes with precision
• Knowledge of modern data mining, quantitative research, and data science techniques (e.g., decision trees, regressions, machine learning, string similarity, behavioral analytics, look-a-like models)
• 3+ years of experience with SQL, Hive, Hadoop, Spark, Python
• 3+ years of experience in applying statistical methods to real world problems
• Superior written, oral communication and presentation skills with experience communicating concisely and effectively with all levels of management and partners

Successful candidates in this role are:

• Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life
• Strong time-management skills, with the ability to multi-task and keep numerous projects on track
• Intellectually curious and eager to learn new things with an eye towards innovation
• Strategic thinkers with the ability to focus on business goals
• Excellent at solving unstructured problems independently
• Highly organized and able to prioritize multiple tasks
• Superior written and oral communication and presentation skills with experience communicating effectively with diverse audiences – across business and technology partners, including senior leadership

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.

• 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.

Job Responsibilities

• Develop and maintain reporting systems, including dashboards for tracking key metrics.
• Support budget tracking, invoicing, and financial reporting activities.
• Prepare documentation and metrics required for control reviews.
• Maintain document control and versioning for essential documents.
• Assist with Book of Work Management by coordinating daily reviews and tracking change and document management items.
• Prepare status reports on a weekly, monthly, and quarterly basis as needed.
• Help prepare business cases, project charters, and conduct post-implementation reviews.
• Use project management tools such as PEGA, MS Project, and Jira to monitor activities and performance.
• Provide guidance to candidates, employees, and contractors navigating the screening process across the EMEA region (35+ countries).
• Collect information and complete screening data entry for senior employees, working closely with executive assistants.
• Test vendor systems to ensure optimal candidate experience and alignment with requirements, supporting continuous improvement for users and stakeholders.

Required qualifications, skills and capabilities

• Experience in project management tools (e.g., PEGA, MS Project, Jira) and MS Office applications (Excel, Word, PowerPoint)
• Experience in automation tools (e.g. Alteryx, Tableau)
• Strong analytical and organizational skills and detail orientated
• Self-starter and able to research independently
• Basic understanding of legal and regulatory themes such as GDPR in the EMEA region
• Excellent communication and coordination abilities

As a Financial Services Apprentice inLondon, you will embark on a four-year apprenticeship that offers a comprehensive introduction to the world of financial services. This opportunity will allow you to obtain an undergraduate degree, industry-recognized qualifications, and valuable work experience.

You’ll develop your professional network, hear from senior leaders and learn from the best in the business. By applying your classroom learning to our business, you’ll have both the technical and practical skills to develop your career.

Upon successful completion of the apprenticeship, you will be awarded a BSc (Hons) Applied Finance and Banking from University of Exeter.

Job responsibilities:

• Participating in team projects, making a contribution to our business while applying the knowledge that you’re learning in the classroom.
• Acquiring foundational knowledge and understanding of financial services business operations via virtual online learning and practical work within one of our specialist finance teams.

Required qualifications, capabilities, and skills:

• Meeting the eligibility criteria for Apprenticeship Levy Funding.
• A minimum of BBB grades (or equivalent) at A-Level or other qualification (B grade or higher).
• GCSEs or equivalent qualifications in English (5 or above) and Mathematics (6 or above).
• Strong analytical and collaboration skills.
• Excellent problem-solving skills.
• A continuous learning mindset.

Preferred qualifications, capabilities, and skills:

• Passion for financial services and a drive to learn new skills.
• Flexibility to take on different tasks within the team.

We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.

To begin the application process, you will be asked to enter your email address. This email will be used to create and maintain your profile, so please ensure it is one you will have long-term access to.

Once you have submitted your application, we will review it to assess your eligibility. If you advance to the next stage, you will receive an email invitation to participate in an online Assessment Centre.The online Super Day will happen within last two weeks of October or at the beginning of November.

If successful after Super Day the final recruitment step is an in person Assessment Evening.
The in person Assessment Evening will happen within last two weeks of November or at the beginning of December.

Please be aware that due to the high volume of applications, the recruitment process may take several months. We will keep you informed of your application status as decisions are made.