דרושים 55ip Enterprise Sales Professional - Executive Director ב-גיי פי מורגן ב-United States, Boston

As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities

• Maintain detailed calendars, ensuring efficient time management
• Coordinate visitor access and manage logistics
• Organize all aspects of onsite and offsite events,(virtual and in-person) including invitations, catering and transportation
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and provide advance notice of any issues or delays

• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, skills and capabilities

• At least 3 years of administrative experience
• Advanced calendar management and the ability to organize and prioritize tasks
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

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

As an Executive Administrative Assistant you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced organization. You will need to work well in a team environment, be able to represent the senior leaders and team with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt to procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities:

• Maintain detailed calendars
• Coordinate visitor access and handle logistics
• Organize and arrange all aspects of high volumes of onsite and offsite events, such as but not limited to, virtual and in-person meetings and roadshows, including invitations, scheduling, catering and transportation
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings. Work closely with sales team to ensure clients are registered and meetings are scheduled
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and advise in advance with possible issues or delays
• Assist in editing spreadsheets and presentations, including printing for client meetings
• Work cooperatively with the administrative assistant team, in positive partnership to support each other smoothly
• Lead and coordinate on ad hoc projects as requested

Required qualifications, skills and capabilities

• Preferably candidates should have at least 3 years of administrative experience, supporting all levels through managing director
• Advanced calendar management
• Advanced ability to organize and prioritize
• Tact and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Candidates should have Expense, Invoice and Charitable Contributions knowledge
• Proficiency within the Microsoft Office Suite, including Excel and PowerPoint
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
• Ability to learn procedures and processes quickly

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.

Job Summary

As an Associate in Sales Trading you will be responsible for developing and maintaining key client relationships and handle clients’ day-to-day execution needs across all execution channels.

Job Responsibilities

• Be effective in navigating a wide variety of equity related products across a broad range of institutional clients (asset managers, hedge funds, pension funds, sovereign wealth funds, etc.)
• Bring a collaborative approach to working with business partners in Trading, Franchise Sales, Prime Finance and ECM to provide comprehensive client coverage across the platform.
• Generate investment ideas and provide clients with market insight

Required qualifications, capabilities, and skills

• Sales trader with 3+ years of experience in Equity markets with expertise in new technology focused on advancing execution efficiencies.
• Specific expertise in US and Latam equity trading
• Understand risk management and work closely with institutional client base.
• Established client relationships with key personnel at both trading and investor levels.
• Team oriented attitude, critical thinker and driver of trade concepts and themes for investor clients.