דרושים Vulnerable Adult Investigator - Vice President ב-גיי פי מורגן ב-United States, Chicago

Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success.

As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. You will lead the CRS Indicia Cure Process, enhance tax compliance procedures, and collaborate with cross-functional teams to ensure effective execution of regulatory reporting obligations. Additionally, you will monitor regulatory changes, manage reporting and documentation, provide oversight of third-party tax services vendors, and drive continuous improvement initiatives to streamline processes and enhance tax compliance operations.

Job responsibilities

• Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations
• Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments
• Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing
• Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements
• Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows
• Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations
• Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance
• Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation
• Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed
• Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations

Required qualifications, capabilities, and skills

• BA/BS required
• 5+ years of tax experience with a large financial institution
• Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting
• Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
• Robust communication and interpersonal skills
• Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word)

Preferred qualifications, capabilities, and skills

• Big 4, law firm or large financial institution preferred

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.

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 Payments Negotiation Attorney in the Payments Legal Team, you will provide transactional and strategic legal support for client contract negotiations in wholesale payments. You will collaborate with us to enhance negotiation practices and implement technological solutions, creating a best-in-class contracts negotiations legal practice. You will have the opportunity to work with a dynamic team that values inclusivity and career growth. Together, we will safeguard the integrity of the firm while helping our clients succeed.

Key responsibilities

• Draft and negotiate a wide range of documentation for Wholesale Payments.
• Advise businesses on transaction structures, and legal and regulatory issues.
• Coordinate with product counsel and other legal teams to maintain agreement templates, negotiation playbooks, and negotiation technology tools.
• Ensure customer-facing documentation is clear and compliant with applicable laws and regulations.

Required qualifications and skills

• Illinois licensed attorney with at least five (5) years’ experience with a major law firm, financial institution, or judicial clerkship
• Proven and effective negotiation skills and ability to communicate with internal and external customers.
• Understanding of banking laws, including UCC Articles 4 and 4A.
• Excellent organization and time management skills.

Preferred qualifications, capabilities, and skills

• Knowledge of wholesale payments products and services.
• Experience working with merchant service processors/providers.
• Experience with commercial card products.
• Understanding of FinTech and third party payment processors and applicable laws and regulations.
• Familiarity with healthcare payments and HIPAA regulations.

As the Credit Risk Vice President within the Diversified Industries team, you will lead the credit origination and portfolio management of non-investment grade / leveraged companies. You will lead the structuring of new lending activities, analyze and approve other credit requests, facilitate regulatory monitoring, and perform on-going portfolio monitoring. In each capacity, the Credit team works in partnership with Investment Banking Coverage, Global Corporate Banking, Debt Capital Markets, and many other product partners to meet the needs of clients.

You will develop a broad and deep understanding of the business, financial, competitive, and industry risks faced by clients in the assigned portfolio. You will report to a senior Credit Executive and will be supported in day-to-day work by a dedicated team of Analysts and Associates. You will also play an important role in mentoring and developing junior talent to enhance the performance of the broader team.

Job Responsibilities

• Identify the key risk factors associated with clients, transactions, and industry sub-sectors across an assigned portfolio, and develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, industry and other factors
• Lead and/or participate in client due diligence by way of attending client, bank, and other meetings to develop a better understanding of client companies, management teams, and industry sectors, and using financial models to incorporate the impact of forward-looking risk assessment on key value drivers, ultimately developing and recommending appropriate credit structures relative to risk assessment
• Apply corporate finance and accounting expertise to develop appropriate financing structures, and prepare and review credit approval materials, ensuring all credit risk policies are followed
• Review and negotiate legal documentation to ensure terms are appropriate and consistent with credit approval
• Ensure risk ratings are accurate and reflect a current forward-looking view of the client, while providing early identification and proactive management of deteriorating credits and other problem situations
• Prepare and present quarterly financial snapshot of the Diversified Industries portfolio, as well as annual portfolio review materials to senior management
• Assist in training and developing analysts, and work closely with analysts and our middle office and data teams to ensure accuracy of credit system data

Required Qualifications, Skills and Capabilities

• BA/BS degree is required
• Minimum 5 years of commercial/investment banking lending experience including extensive credit, structuring, and marketing.
• Possesses a solid understanding of financial products, corporate finance, financial modeling and market dynamics
• Advanced knowledge of financial statements and accounting
• Experience with documentation related to credit agreements
• Knowledge/experience of derivative products and documentation (including ISDA and CSA)

Preferred Qualifications, Skills and Capabilities

• MBA is a plus
• Excellent communication skills, both verbal and written
• Ability to effectively present analysis and interact with key stakeholders
• Capability to perform due diligence and negotiation with clients
• Ability to perform well under pressure in a demanding environment managing multiple tasks at the same time

As an AI Transformation Vice Presidentwithin the Client Onboarding and Services team, you will help lead innovation through the development of AI/ML strategies that delight customers. You will leverage your advanced capabilities to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation that helps inspire cross-functional teams and create groundbreaking solutions that address client needs. You will have the ability to organize and execute towards future state strategy by gathering and providing data and feedback to internal business partners to ensure tools are developed and implemented.

In this role, you will play a crucial role in the day-to-day activities related to program and product execution management, analysis, and delivery of transformative AI/ML initiatives for the Client Onboarding and Service team. This highly visible role includes direct interaction and partnership with project stakeholders and senior leadership. You will be proactive, detail and results-oriented, and possesses communication skills and you will work with Internal partners and our firm’s Senior leaders to drive AI/ML product solutions and the transformation agenda for all Middle Office operations across Client Onboarding and Service.

Job responsibilities:

• Drive meaningful process improvements through the integration of AI/ML technologies and product development to enhance efficiency within COS teams.
• Develop AI/ML product roadmaps for identified Client Onboarding and Service opportunities, including facilitation of business ideation sessions.
• Own the creation of business cases (value proposition and cost benefit analysis) for AI/ML use cases, to support roadmap development and prioritization
• Complete day-to-day processes related to delivery of AI/ML transformation initiatives and support use case analysis and analytics, including financial projections for new market opportunities influenced by AI/ML advancements.
• Work with product and tech development partners for all domains using agile methodology, incorporating AI/ML techniques for client journeys and persona planning.
• Build and monitor the roadmap for roll-out and adoption of AI/ML-driven initiatives and capabilities across clients and employees.
• Develop content to periodically update executive management, leadership, and stakeholders across LOBs on the AI/ML roadmap, delivery milestones, and change management.
• Build relationships that promote a client/customer-centered organization, leveraging AI/ML insights to enhance customer experiences.
• Communicate and leverage business knowledge and AI/ML technical expertise to challenge assumptions and operating models.
• Partner and influence shared purposes through trust and teamwork across businesses and functions; drive a robust risk/control environment by promoting strong controls, including AI/ML model governance.
• Learn new AI/ML product and business knowledge to break down analyses and derive insights to provide key suggestions for stakeholders.

Required qualifications, capabilities and skills:

• Minimum of7years in consulting, business transformation, or a related field.
• Exposure to the financial industry, with an interest in payments and emerging trends in AI/ML applications within this sector
• Experience or demonstrated expertise in delivering AI/ML-driven products, projects, or technology applications.
• Familiarity with the product development life cycle, with a focus on integrating AI/ML models and data analytics.
• Experience contributing to change initiatives within organizations and collaborating with stakeholders across multiple functions.
• Experienced in creating business cases, ROI materials, high quality strategy materials
• Knowledgeable aboutAI/ML technologies andabilityto analyze data and provide insights for stakeholders.
• Experience working with cross-functional teams (e.g., Products, Sales, Tech, Ops) to build relationships and collaborate on AI/ML initiatives.
• Demonstrated ability to work effectively in a team environment, with skills in managing ambiguity and mobilizing internal resources.

Preferred qualifications, capabilities and skills:

• Experience in Data Science or similar field
• Functional skills in Python, SQL, or other database technologies
• Willingness to travel as needed to participate in key partner discussions