דרושים Analyst - Etf Operations ב-גיי פי מורגן ב-United States, Boston

The
AI in Operations program

As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space. Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job responsibilities:

• Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
• Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
• Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
• Manage AI in Operations portfolio operating model – responsible for documentation, implementation, change management and ongoing strategy and planning
• Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
• Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
• Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm. Communicate enhancements, risks, and issues to stakeholders and executive leadership. Build and maintain strong relationships with internal and external stakeholders
• Advise and influence senior leaders and business executives on key business decisions, prioritized AI capabilities, and major change initiatives
• Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in
• Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote the sharing of best practices and lessons learned across the team

Required qualifications, capabilities and skills:

• 8 years of industry experience working on program management & change management related activities within a large-scale organization with a focus on large-scale transformation initiatives; BA required
• High proficiency with Microsoft PowerPoint for executive level documents and Excel based model for program analytics
• Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment
• Strong interpersonal skills, ability to build relationships and effectively partner with all levels of management across a diverse set of functions, locations and business
• Excellent oral and written executive-level communication and presentation skills
• Strategic thinking and problem-solving abilities, with proven ability to apply a range of analytical tools to develop solutions; working with ambiguity and laser focused on delivering results
• Strong leadership and team-building skills

Preferred qualifications, capabilities, and skills:

• Strategy or consulting experience is a plus
• A Master’s degree in Business Administration (MBA) can be advantageous
• Experience in Microsoft SharePoint and data visualization tools such as Alteryx or Tableau is a plus
• Strong understanding of AI/ML algorithms, frameworks, and applications and prior experience in AI/ML technology delivery is a plus

Job Posting

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials

• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management
  

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Responsibilities

• Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
• Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies.
• Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes.
• Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financialobjectives.
• Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals.
• Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes.
• Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines.
• Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations.

Requirements

• Bachelor’s degree in Finance, Accounting, or Economics.
• Deep passion for financial markets and the investment management process.
• Strong attention to detail with the ability to conceptualize and comprehend complex financial data.
• Demonstrated interest in pursuing CFA and/or FRM certifications.
• Team player with a strong work ethic and a diligent, responsible personality.
• Collaborative nature, thriving on challenges in fast-paced, dynamic environments.
• Collaborative and cooperative approach with employees and management at all levels.
• Highest degree of integrity, motivation, and intellectual curiosity.
• Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities.
• Ability to work with basic Python and statistical analysis.
• Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines.
• Strong verbal and written communication skills.
• Proficient in Microsoft PowerPoint, Word.
• Proficient in investigating data issues using SQL.
• Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus.

As a P&A Vice President within the Client Profitability Planning and Analysis team, you will be a strategic leader dedicated to advancing solutions in Financial Planning & Analysis. You will work closely with cross-functional teams, such as Sales, Finance, and Business Management, to create and execute client profitability models that support our business goals. Your expertise will be crucial in influencing our pricing strategies and enhancing client relationships. Situated at the crossroads of Product and Client segments, you will play a key role in developing the overall Payments Strategy.

Job responsibilities

• Design and implement a fair and transparent profitability framework for Payments clients in collaboration with stakeholders.
• Identify causes of negative client profitability and drive initiatives to improve outcomes. Enhance transparency and efficiency in month-end processes.
• Stay informed about industry trends and best practices, applying this knowledge to enhance our framework.
• Lead additional one-off and repeatable analyses as required by senior management and support various projects related to client profitability.
• Lead monthly reconciliations of client profitability results, perform variance analysis, and prepare financial reporting deliverables for senior management.
• Explore and collaborate with various teams on client profiling, regional and country dynamics, and other considerations.
• Able to summarize potentially complex problems and questions into they key arguments to facilitate discussion and to demystify processes/approaches for wider audiences.

Required qualifications, capabilities and skills

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• Qualified accountant or MBA with 6+ years of experience in the Financial Services industry or FP&A experience
• Advanced Microsoft Office skills (Excel & PowerPoint in particular). Expertise in Microsoft Excel
• Deep understanding of revenue and expenses. Familiarity with allocation rules and principles e.g. fixed/variable determination
• Exceptional analytical, problem-solving, critical thinking, and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills
• Ability to present complex matters to senior management and stakeholders
• Strong team-building and communication skills
• Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, capabilities and skills

• Proficiency with tools like Cognos, Alteryx, and Tableau
• Knowledge on capital allocations