דרושים Analyst - Global Fund Services Operations Nav Valuation Team 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 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 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

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