55ip - Enterprise Business Development Associate jobs at Jpmorgan in United States, Boston

As the Portfolio Implementation & Oversight Associate within the Platform Management and Strategy Team, you will be responsible for the day-to-day oversight of 55ip’s portfolio implementation platform, focusing on client portfolio investment and tax outcomes. You will collaborate with various functional teams, external partners, and clients, acting as a subject matter expert to support ad-hoc analyses, new product development, and strategic initiatives.

Job Responsibilities

• Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes.
• Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting
• Conduct ad-hoc client and internal analyses related to client portfolio investment and/or tax-management outcomes.
• Develop a practical expertise of 55ip’s tech-enabled portfolio implementation and tax management capabilities and be able to provide support and develop solutions for internal teams, external partners, and clients.
• Partnering internally across Quantitative R&D, Product, Tech, Ops, and Client Facing teams.

• Support the error correction process, providing analysis and oversight of error remediation action.

  Required qualifications, capabilities and skills

• Bachelor's degree in finance or economics
• 3+ years of experience in an Investment and/or Wealth Management environment, particularly with a focus on client portfolio implementation, investment oversight/governance, and/or wealth management platform/tech experience
• Passion for financial markets and technology in the asset and wealth management industry
• Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing
• Knowledge of basic statistics and quantitative analysis method, strong Excel skills
• Strong data analysis and visualization skills
• Excellent verbal and written communication skills
• Strong attention to detail with the ability to conceptualize and learn complex financial data
• Ability to manage multiple projects and work well under pressure while handling large workloads and short timelines
• Ability to work cooperatively and collaboratively with all levels of employees and management
• Ability to work effectively in a highly collaborative, team-oriented environment

Preferred qualifications, capabilities and skills

• Demonstrated interest and/or progress towards CFA designation preferred

Job Responsibilities:

• Maintain the books and records of Hedge/Hybrid and Private Equity funds
• Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
• Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
• Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
• Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
• Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
• Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Accounting, Finance or related field
• 3+ years’ experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
• Knowledge of US Generally Accepted Accounting Principles for Investment Funds
• Familiar with Private Equity & Hedge fund structures
• Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
• Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
• Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills

• Professional accounting qualification (CA, CPA) a plus
• Experience with Investran or similar integrated Private Equity system a plus

Job responsibilities

• Acts as the primary point of contact for security-related issues for product and development teams, running applications, platform, and infrastructure services.
• Engages technical teams and business stakeholders to discuss and propose technical approaches to meet current and future cybersecurity needs.
• Defines the technical target state of their cybersecurity product and drives achievement of the strategy.
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall cybersecurity of software applications and systems.
• Leads evaluation sessions with external vendors, startups, and internal teams to drive continuous improvement and assess cybersecurity design and technical credentials for use in existing systems and architecture.
• Conducts security architecture reviews and threat models to identify vulnerabilities and recommend solutions.
• Performs smart contract audits and provides remediation recommendations aligned to Blockchain/Web3 best practices.
• Leads communities of practice to drive awareness and use of new and leading-edge cybersecurity technologies
• Evaluate current and emerging technologies to recommend the best solutions for the future state architecture

Required qualifications, capabilities, and skills

• Formal training or certification on software/systems engineering concepts and 5+ years applied experience.
• Experience with Blockchain security and different threats applicable to private , private-permissioned, and public Blockchains
• Proficiency at least at one cybersecurity domain, and working knowledge in multiple, e.g., Identity and Access Management, Network Security, Application Security.
• Good familiarity with various threat modelling methodologies, e.g., STRIDE, PASTA, attack trees
• Demonstrated experience utilizing OWASP Top 10, MITRE ATT&CK, STIX, etc. to assess the impact and severity of vulnerabilities and weaknesses to the business.
• Strong understanding of smart contracts, smart contract common vulnerabilities, and security development patterns applied to smart contracts.
• Hands-on practical experience delivering enterprise-level cybersecurity solution architecture and recommending appropriate compensating controls.
• Background in conducting threat models or risk assessments for Web3/Blockchain projects.
• Experience with one or more scripting or programming languages, e.g., Bash, Python, Go, Kotlin, Java
• Proficiency in all aspects of the Software Development Life Cycle
• Practical cloud native experience, such as AWS Services

Preferred qualifications, capabilities, and skills

• Good knowledge of Ethereum and EVM-compatible networks (both permissioned and public networks)
• Proficiency in Go and/or Rust with in-depth expertise on the languages, their internal and pitfalls, as well as their tooling ecosystem for security tooling automation and enhancements
• Familiarity with ZKP concepts and relevant protocols, e.g., ZKSNARKS, ZKSTARKS, Bulletproofs
• Automated testing proficiency is desired, e.g., experience working with fuzzers, including building harness, rules. Advanced understanding of agile methodologies such as continuous integration and delivery, application resiliency, and security

Job Responsibilities:

• Maintain the books and records of Hedge/Hybrid and Private Equity funds
• Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
• Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
• Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
• Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
• Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
• Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations
  

Required qualifications, capabilities, and skills:

• Bachelor’s Degree in Accounting, Finance or related field
• 3+ years’ experience in an accounting role
• Knowledge of US Generally Accepted Accounting Principles for Investment Funds
• Familiar with Private Equity & Hedge fund structures
• Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
• Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
• Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills:

• Professional accounting qualification (CA, CPA) a plus
• Experience with Investran or similar integrated Private Equity system a plus
• Experience at a Big 4, PE firm or fund administrator

Job responsibilities

• Manage Global Distributed Operating Model
• Participate in the management and oversight of offshore hubs and other business partners
• Coordinate and monitor fund administration group activities in calculating periodic and annual distribution requirements, performing monthly expense projections and accruals, monthly calculation of asset-based fees, disbursement analysis, and audit/shareholder report preparation support
• Identify and provide guidance to global hubs, supervisor staff on treatment of complex financial transactions and arrangement to ensure proper recording of expenses
• Act as the primary contact for client inquiries, requests and ad hoc projects on treasury issues
• Assist in developing and adjusting department procedures and systems enhancements
• Participate in and / or lead departmental initiatives, training and projects

Required qualifications, capabilities, and skills

• Ability to deliver amidst continuous change and in an agile work environment
• Advanced analytical skills with the ability to anticipate issues and proactively drive initiatives to achieve results
• Control focus with a thorough understanding of operational risk
• Interview candidates and provide detailed feedback
• Strong Microsoft Excel skills and general system acumen
• 5 plus years in the mutual funds industry, with a minimum of 3 plus in financial reporting, compliance, tax, fund administration, or fund accounting
• Bachelor’s degree or equivalent experience

Preferred qualifications, capabilities, and skills

• Ability to initiate and champion change
• Strong organizational skills, ideally with project and program management experience

As a Controls Manager – Banking Operation (all genders) within our Controls team at JPMorgan & Chase Co., you will work closely with other stakeholders to evaluate and manage the business’ operational risk. You will ensure that controls are appropriately designed and operating effectively. You will analyse retail banking operational processes to provide insights that help us enhance our overall performance, customer experience, and business engagement. You will play a crucial role in preparing us for key changes and enhancing our performance.

Job responsibilities

• Manage initiatives including but not limited to Retail Banking Operations. Assessing the effectiveness of governance relative to established programs, business processes, and the direction the firm is taking.
• Support regulatory interactions/relationships/exams.
• Partner effectively with colleagues across the firm’s, Business, Legal, Compliance, Risk, Audit, and Technology functions to drive consistent and rigorous operational risk practices and control programs, including risk mitigation, key risk indicators, control design, and performance evaluations.
• Manage the Control and Operational Risk Evaluation (CORE) program. Focusing on four areas: Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies and Control Governance & Reporting.
• Monitor operational practices in compliance with relevant risk standards, policies, and regulations to maintain an effective control environment. Responsible for portfolio of key metrics to inform on the health of the operational risk and control environment.
• Manage initiatives relating to risk and controls (e.g. awareness programs).
• Identify, assess, advise, and drive strategic solutions to increase efficiency, create a more resilient operating environment and ensure effectiveness of key controls.

Required qualifications, capabilities, and skills

• Experience in, or working with, Controls/ Operational Risk Management/Operations at a large, financial organization (min 3 years).
• Experience across conducting Risk and Control Self-Assessment reviews and management of operational risk issues.
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
• Strong attention to detail, control mindset and business analysis skills.
• Fluency in German and English.
• Great communication skills, including active listening and the ability to capture and deliver key takeaways.

Preferred qualifications, capabilities and skills

• Professional maturity and confidence in expressing a point of view with senior management.
• Experience working in an Agile environment, and experience using JIRA and Confluence.