דרושים Investment Servicing Senior Specialist Ii ב-גיי פי מורגן ב-United States, Chicago

As an Applied AI/ML Sr. Associate in our Technology team, you will play a crucial role in analyzing business problems, experimenting with state-of-the-art models, and developing machine learning and deep learning solutions. You will use your knowledge of ML toolkit and algorithms to deliver the right solution. You will be a part of an innovative team, working closely with our product owners, data engineers, and software engineers to build new systems. We are looking for someone with a passion for data, ML, and Software Development, who can understand the data landscape in large and complex organizations.

Job Responsibilities

• Lead programs and provide directions to successfully implement the large AI/ML initiatives
• Assist product leadership in defining the problem statements, execution roadmap
• Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as NLP, personalization, or recommendation systems.
• Collaborate with business, operations, and other technology colleagues to understand AI needs and devise possible solutions.
• Develop end-to-end ML/AutoML/AutoNLP pipelines and operationalize the end-to-end orchestration of the ML models to support the various use cases like Document Q&A, Search, Information Retrieval, classification, personalization, etc.
• Build both batch and real-time model prediction pipelines with existing application and front-end integrations.
• Collaborate to develop large-scale data modeling experiments, Explain complex concepts to senior funders and stakeholders.
• Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production.
• Work with Product Owners and Software Engineers to productionize the models and Partners closely with business partners to identify impactful projects, influence key decisions with data, and ensure client satisfaction.

Required qualifications, capabilities, and skills.

• BS or MS or PhD in Computer Science or Data Science or Statistics or Mathematical sciences or Machine Learning. Strong background in Mathematics and Statistics.
• At least 5 years’ experience in applying data science, ML techniques to solve business problems and one of the programming languages like Python, Java, C/C++, etc.
• Experience with LLMs and Prompt Engineering techniques.
• 1+ year of experience working with Gen AI solutions / LLMs such as GPT, Claude, Llama etc.
• Solid background in NLP, Generative AI and hands-on experience and solid understanding of Machine Learning and Deep Learning methods and familiar with large language models
• Extensive experience with Machine Learning and Deep Learning toolkits (e.g.: Transformers, Hugging Face, TensorFlow, PyTorch, NumPy, Scikit-Learn, Pandas)
• Ability to design experiments and training frameworks, and to outline and evaluate intrinsic and extrinsic metrics for model performance aligned with business goals.
• Experience with Big Data and scalable model training and solid written and spoken communication to effectively communicate technical concepts and results to both technical and business audiences.
• Experience with building and deploying ML models on AWS esp. using AWS tools like Sagemaker, EC2, Glue, etc.
• Have good understanding about the Active Learning, Agent/Multi Agent Learning, Learning from Supervision/Feedback, etc. Scientific thinking with the ability to invent and to work both independently and in highly collaborative team environments.
• Ability to work on tasks and projects through to completion with limited supervision. Passion for detail and follow through. Excellent communication skills and team player

Preferred qualifications, capabilities and skills

• Published research in areas of Machine Learning, Deep Learning or Reinforcement Learning at a major conference or journals
• Experience with A/B experimentation and data/metric-driven product development
• Ability to develop and debug production-quality code. Familiarity with continuous integration models and unit test development

As a Client Documentation Associate within the Commercial and Investment Bank, you will work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. You will be responsible for the research and preparation of all documents required for account opening, products and services for our commercial customers. This role educates clients as well as internal partners on various aspects and requirements of the authorization and Treasury Services product documentation.

Job Responsibilities

• Manage the account opening and client documentation workflow for external clients and internal business partners from creation, collection, negotiation oversight and execution – this will require heavy phone work and communication of status
• Perform required research for a product set-up and account opening to assess documentation requirements on internal systems as applicable
• Ensure documentation conforms to the Bank’s legal guidelines and policies and standards, including risk mitigation through adherence to the control framework
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution
• Demonstrate creative problem solving and solid judgment/decision making
• Identify risks in processes in a timely manner; exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements; exhibit ownership, escalation and resolution of risk issues when they occur in a timely manner

Required Qualifications, skills and capabilities

• 3+ years of relevant experience or knowledge of legal documentation and account products, entity organizational documents, tax documentation and other documentation types
• Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions with the ability to review and analyze information from multiple sources and determine relevancy
• Excellent time management, organizational conflict resolution, verbal and written communication skills
• Bachelor of Arts/Bachelor of Science degree with excellent attention to detail
• Working knowledge of risk factors that may impact specific products and industries
• Ability to multi-task effectively and leverage internal resources with strong client focus and ability to partner
• Independent, self-motivated with an ability to adapt and be flexible in a team environment with experience in financial services

Preferred qualifications, skills and capabilities

• Paralegal or Juris Doctor certificate

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Job responsibilities

• Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients’ needs and objectives
• Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients’ needs and current industry trends
• Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
• Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap

Required qualifications, capabilities and skills

• 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set
• Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects
• Strong executive level presentation skills, including ability to consult and sell at the C-level
• Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits
• Ability to generate ideas to help coverage teams identify and drive the development of new business
• Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated
• Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development
• Demonstrated prior experience working in a highly matrixed and complex organization

Preferred qualifications, capabilities, and skills

• Applicable market/industry experience
• Diligence to maintain up-to-date and accurate pipeline reports.
• Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.

As a Legal Entity Controller within the J.P. Morgan Securities Legal Entity Controller team, you will lead a team of accounting professionals, providing expertise in project management, Swiss financial regulatory reporting and general accounting matters. You will also provide technical support on complex subject, and partner with operational functional peers (e.g., credit, operations, CFO, compliance, treasury). The role offers interaction with different regions and exposure to management. It will be based in Geneva, reporting to the PB EMEA Controller.

Job responsibilities:

• Able to lead strategic and complex projects, manage large data sets, understand data flows, and foster a culture of automation.
• Support the vision for the Global Private Bank Financial Reporting product and create a product road map based on this vision. Perform financial analysis and reviews, including income statement and balance sheet variance analysis, legal entity financial board pack reviews, and US financial regulatory reporting submissions.
• Maintain the integrity of the financial statements and control environment, with an automation mindset.
• Provide ad hoc assistance on Local Swiss and US financial regulatory reporting and corporate matters.
• Partner on various matters, such as new business initiatives, complex financial products, and business requests, with CFOs, operations, corporate tax, technology, risk, credit risk, compliance, treasury, and legal colleagues
• Provide business and data analysis to cross line of business initiatives; analysing and documenting key business discussions, dependencies, and other project related materials

Required qualifications, capabilities, and skills:

• Qualified Accountant, Bachelor's degree in Accounting, Finance, or a related field.

• A minimum of 8 years of experience in banking or financial services, ideally with experience in a global private bank framework.

• Strong knowledge of one of the following skills: accounting principles, financial regulatory reporting (e.g. capital and liquidity), and banking products is a plus.

• Working experience on Olympic and/or Temenos Banking Systems, ideally in a change management role and experience using financial reporting tools such as SAP, MS Office suite and business intelligence/automation tools such as Tableau, Alteryx, Python, etc.

• Knowledge of the local Swiss financial regulatory reporting framework, ideally using the Fire platform

• Very good communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.

• Skills in stakeholder influencing, conflict resolution, organization, and time management

• Fluent in English.

Preferred qualifications, capabilities, and skills:

• Fluency in French is a plus.
• CPA title or equivalent is preferred.

Job Summary

You will support the Borrower-in-Custody program, expand due diligence for loan eligibility, and ensure regulatory compliance. Your responsibilities include reviewing loan packages, capturing metadata, and partnering with market teams to resolve documentation exceptions. This role offers exposure to innovative technologies and continuous improvement initiatives, enhancing both your professional growth and the team’s operational efficiency.

Job Responsibilities

• Manage and process collateral for a diverse portfolio of loans, ensuring accuracy, compliance, and adherence to quality standards.
• Review and analyze loan agreements and field exams, solving non-routine issues and supporting process improvements.
• Capture and interpret metadata from key legal agreements for analysis, reporting, and compliance with service level agreements.
• Review pre-closing and post-closing documents from scanned images to ensure documentation standards and support collateral structure.
• Support the Borrower-in-Custody program, expanding due diligence for loan eligibility and increasing pledge pool value.
• Identify, communicate, and resolve documentation exceptions with market and external partners, maintaining productive relationships.
• Enter and update collateral information in applicable systems and index documents for archival in the image repository.
• Review loan packages for regulatory and compliance requirements, ensuring thoroughness and accuracy.
• Participate in partnership meetings, projects, and working groups to resolve operational errors and drive continuous improvement.
• Respond to research requests and provide continuous improvement ideas for the review process.
• Exercise judgment, discretion, and prioritization in daily tasks, meeting or exceeding established Service Level Agreements.

Required Qualifications, Capabilities, and Skills

• Expertise in managing and processing collateral for loans, ensuring accuracy and compliance with lending standards.
• Advanced knowledge of lending services policies and procedures, supporting effective decision-making and operational excellence.
• Proficient in reviewing and interpreting legal documents to meet specific requirements and service level agreements.
• Experience capturing and managing metadata from legal agreements for analysis and reporting.
• Ability to review loan packages for regulatory and compliance adherence.
• Proven capability in relationship management and collaboration with stakeholders.
• Strong strategic planning and organizational skills to optimize workload and achieve objectives.
• Skill in identifying and resolving documentation exceptions with internal and external partners.
• Experience supporting due diligence and eligibility review for loan pledging programs.
• Ability to participate in cross-functional projects and working groups, driving operational improvements.
• Demonstrated judgment, discretion, and prioritization in a fast-paced environment.

Preferred Qualifications, Capabilities, and Skills

• Ability to think critically and manage conflicts effectively.
• Strong decision-making judgment within standardized procedures.
• Analytical skills, attention to detail, and familiarity with legal documents.
• Experience in cross-functional team collaboration.
• Skill in leveraging AI/ML to enhance lending processes.
• Capability to drive continuous improvement and process automation.

Required or Additional Information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

Key responsibilities:

• Synthesize data from a variety of internal and external sources to advance branch and ATM performance analytics tools and support real estate decision.
• Utilize competitive analytics, branch performance, and demographic data trends to inform market planning and growth strategies.
• Synthesize long term branch network productivity and usage trends to inform future network demand and configuration.
• Support branch segment and format analysis including affluent, community, and university to inform differentiated customer-focused branch experiences.
• Effectively cultivate relationships with and influence senior management to drive decisions/approvals impacting the distribution network.

Required qualifications, capabilities and skills:

• BS/BA in an analytical field (e.g., business management, finance, economics, stats, math).
• 3+ years of professional experience with 2+ years of experience an analytical/strategic role (e.g. reporting/data mining, technology, analytics or finance).
• Advanced Excel and PowerPoint proficiency required.
• Strong quantitative, critical thinking, and analytic skills with capacity to learn strategic frameworks.
• Exceptional communication skills, comfort presenting recommendations to senior management with ability to influence multiple stakeholders.
• Excellent relationship management skills and ability to navigate a large, complex organization.
• Experience anticipating and proactively addressing senior management concerns.

• Intellectually curious, customer-obsessed, team-oriented, and high energy with passion for driving quantifiable business results.
  

  Preferred qualifications, skills, and abilities:

• Financial services experience.
• Experience with programing and data visualization tools such as SQL, tableau, Alteryx, Snowflake, or ArcGIS.