דרושים Loan Origination Manager Ii ב-גיי פי מורגן ב-United States, Chicago

Job Responsibilities:

• Prepare executive presentations to package and present business strategy, performance projections, and trends.
• Design monthly and quarterly business management and financial reporting packages.
• Coordinate deliverables with business managers, finance, project managers, and other F&BM teams.
• Analyze large amounts of data to create impactful analysis for WLS strategy development.
• Create executive-level presentations using PitchPro+.
• Budget and forecast headcount and direct expenses with WLS and CIB F&BM teams.
• Assist with the build-out and enhancement of capacity models across WLS functions.
• Participate in activity-based costing processes for expense allocation.
• Partner with Finance to build out CIB LOB loan origination forecasting model.

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Business, Finance, Economics, or related area.
• 8 years of relevant experience in Business Management, Operations, or Consulting.
• Experience and knowledge of complex syndicated lending, including asset-based lending and equipment financing.
• Strong presentation skills and ability to tell the story on initiatives.
• Highly motivated self-starter with excellent time management and prioritization skills.
• Ability to work collaboratively and develop strong partnerships with multiple levels of employees.
• Excellent written and oral communication skills.
• Strong project management and organizational skills.
• Attention to detail with logical thought process.
• Ability to handle multiple priorities and produce successful results in a fast-paced environment.
• Strong PowerPoint and Excel skills required.

Preferred Qualifications, Skills, and Capabilities:

• MBA or Master's degree.
• Experience with lending processes of credit enablement, originations, and servicing.
• Ability to interpret and present complex data.
• Ability to develop strong, positive relationships with business stakeholders.

As a Fund Servicing Officer within Fund Accounting operations, you will be responsible for the operational management and control of the daily workflow, including NAV validations and declarations, reconciliation, reporting, taxation-related tasks, and dividend distribution.

Job Responsibilities:

• Manage the workflow through the life cycle of the Fund Accounting operations
• Take charge of operational management and control of the daily workflow within the Fund Accounting team
• Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning
• Ensure all daily controls and processing are completed and signed off including client service inquiry resolution, as well as all key metrics are produced as required
• Work as a member of the team.
• Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization
• Continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities
• Contribute to the strategic development of Fund Accounting products
• Managing effective relationship with stakeholders across the locations

Required qualifications, capabilities and skills

• Understanding about Asset Manager and Owners business and life-cycle Fund Accounting operations
• Familiarization with Accounting Standards applicable to Investment accounting
• Understanding about the investment and derivative products in the market
• Good team player
• Inquisitiveness learn ongoing stream of new markets, products, and processes
• Good risk and control awareness, ability to effectively priorities workloads and work to critical deadlines
• Confident communicator in all mediums to both internal and external clients
• Hands-on in Microsoft Office products including Word, Excel, Access, and Outlook

Preferred qualifications, capabilities and skills

• Bachelor’s degree or equivalent, Qualified Chartered Accountants will be preferred.

Internal Application Eligibility Requirements

TENURE:

Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.

Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

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 responsibilities

• Support the product lifecycle for Asset-Based Lending and Equipment Finance products, including discovery, design, development, and delivery
• Collaborate with cross-functional teams (business, risk, operations, technology) to define requirements, prioritize features, and manage execution
• Conduct market research, competitive analysis, and product benchmarking to identify opportunities for improvement and differentiation
• Assist in tracking product performance, identifying gaps, and proposing enhancements to achieve business objectives
• Drive implementation of strategic initiatives across business, risk, technology, and operations teams
• Prepare product documentation, business cases, and presentations for stakeholders
• Support senior product leaders in strategic initiatives and help translate vision into actionable plans

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in product management, business consulting, strategy or a relevant domain area
• Deep understanding of commercial lending products and processes
• Strong analytical skills and proficiency in leveraging data to support product decisions
• Ability to work effectively with cross-functional teams and manage multiple priorities
• Excellent communication and stakeholder management skills

Preferred qualifications, capabilities, and skills

• Demonstrated prior experience working in a highly matrixed, complex organization
• Knowledge of Asset-Based Lending and/or Equipment Finance is a plus