דרושים Corporate Third Party Oversight - Strategy & Project Management ב-גיי פי מורגן ב-United States, Jersey City

As the Vice President of Equity & Deferred Comp Strategy & Innovation, you will work closely with the Head of Equity & Deferred Comp Strategy to drive systemic solutions that support key business initiatives. Your role will involve collaborating with Product, HR Global Ops, and Technology teams to provide requirements and process flows, review system designs. You will also partner with QA to identify test cases and perform User Acceptance Testing. In addition, you will oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and an exceptional and engaging employee experience.

Job responsibilities

• Collaborate with the Head of Equity & Deferred Comp Strategy to drive the development and implementation of systemic solutions for key business initiatives that enhance equity compensation plans and align with overall business objectives.
• Partner with Product, HR Global Operations, and Technology teams to provide requirements and process flows, review system designs, identify test cases, and perform User Acceptance Testing.
• Manage complex calculations for share retention requirements, implementing a maker and checker process to ensure accuracy.
• Oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and functionality.
• Utilize Excel to manage and manipulate data, ensuring accuracy and completeness of data
• Reconcile data between systems, identifying and resolving discrepancies efficiently
• Test functionality of the stock plan system to ensure a smooth transition
• Document and retain new processes and controls developed during project implementations
• Prepare presentations and materials for communications and meetings with various stakeholders and levels of management
• Collaborate with cross-functional teams to address any issues that may arise while m

Required qualifications, capabilities and skills

• Strong knowledge of equity & deferred compensation plan products, including Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
• Ability to translate equity & deferred comp business requirements into detailed documentation for Product and Technology teams to develop effective solutions.
• Ability to reconcile large sets of data using various tools including Microsoft Excel
• Strong attention to detail to ensure accuracy and completeness of data with strong written and verbal communication skills
• Ability to develop and execute comprehensive test cases for process validation while also proficient in auditing, testing and validating data
• Experience crafting clear and concise communications in Microsoft Word and PowerPoint to various stakeholders
• Ability to collaborate effectively with cross-functional teams
• Team player mindset, contributing to a positive and collaborative work environment
• Proven technical background with the ability to lead strategic technology initiatives with familiarity with relevant tools and technologies in data management and quality assurance
• Analytical mindset to identify issues and propose effective solutions and strategic thinking to align technology initiatives with business goals
• Flexible approach to handle evolving project requirements and priorities and ability to thrive in a dynamic and fast-paced work environment

Preferred qualifications, capabilities and skills

• Experience in leading technology-driven strategic initiatives within equity & deferred compensation or related fields.
• Familiarity with deferred compensation plans
• Strong presentation skills, with the ability to effectively utilize PowerPoint to communicate complex ideas and strategic initiatives to various audiences
• Experience in using generative AI to drive innovation and enhance processes within the equity & deferred compensation space

As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
• Refining marketing/execution materials for maximum client impact
• Overseeing the creation of financial projection models
• Identifying and managing all risks in a given deal
• Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
• Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

• Prior VP level experience in Healthcare Investment Banking
• Experience in training junior bankers
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modelling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Ability to comfortably interact with clients in a professional and mature manner
• Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

Job Responsibilities

• Discover and document data lineage to trace the end-to-end data journey from point of creation to consumption to support regulatory requirements, e.g. BCBS 239
• Partner with operations, technology and product organizations to document and challenge data controls across the data lineage for critical data flows
• Build strong partnerships across CIB Payments and corporate functions to support data related efforts
• Accelerate data analysis and issue resolution through effective program governance, process/data mapping and data deep-dives
• Support the adoption and implementation of Data Owner and Data Governance roles and responsibilities, as needed
• Effectively coordinate across multiple teams & levels to expedite complex deliverables

Required qualifications, capabilities, and skills

• 3+ years of experience at a leading investment bank
• Strong understanding of data governance, data quality, data lineage and metadata management concepts
• Experience in driving/managing successful projects and programs focused on data quality, data lineage, data controls, metadata management
• Excellent communication, presentation (both oral and written) & influencing skills - candidate will be dealing with stakeholders of varying degrees of seniority across Corporate/Firmwide, Finance, Risk, Compliance, Operations and Technology teams
• Strong metrics driven mindset to track progress, drive action and communicate and manage effectively
• Basic understanding of the company's business practices and familiarity with the company's products and services

Preferred qualifications, capabilities, and skills

• Experience in Program Management, Data Quality or Control organization within an investment bank or large financial services firm
• Experience in producing PowerPoint presentations for senior audiences
• Experience in the Payments domain at an Investment Bank

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Commercial & Investment bank in Payments Technology Digital Identity, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

• Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
• Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
• Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
• Expert knowledge in all business processes across an entire line of business, as well expertise in other lines of business and technology disciplines
• Understanding of global and line of business project and program management standards and methods
• Experience working with high-performing teams in complex program execution
• Strong understanding of Agile methods; stakeholder management; budget management, risk management and operations.
• Ability to create and maintain relationships with a wide range of stakeholders throughout the firm.
• Ability to work with highly technical teams and feature delivery., translating the technical delivery to Business outcomes.
• Experience with JIRA to manage scope and book of work.
• Strong communication skills
• Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment

Preferred qualifications, capabilities, and skills

• Experience with Identity and Access Management preferable

As the Product Associate on the Performance Statements and Tax Products team, you will work closely with each area product owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth Management investment account statements and quarterly performance reports; driving governance, and operational excellence while collaborating with senior executives across the bank.

Job Responsibilities:

• Work closely with legal, compliance, lines of business, and other product teams for new disclosure intake and refinement.
• Finalize disclosure language, using sound judgment to provide the best client experience.
  Draft, plan, execute, and document statement messages; follow up with stakeholders for review and approvals.
• Closely partner with operations for disclosure and insert implementation.
• Document and prioritize new disclosure distribution requests, including new targeting criteria.
• Work closely with servicing and communication teams to review and finalize quarterly performance report inserts.
• Collaborate with multiple technology teams to ensure smooth processing of quarterly performance reports.
• Partner with servicing and print fulfillment teams to coordinate production as needed and ensure quality control checkpoints approved and documented
• Conduct annual reviews of performance report and investment statement disclosures with legal, compliance, lines of business, controls, and other product teams to ensure disclosures remain evergreen.
• Create and refine robust controls to ensure proper oversight of the disclosure process.

• Take ownership of self-development, including stretch assignments to prepare for greater responsibilities and career growth; proactively seek opportunities for continued learning.

Required qualifications, capabilities, and skills

• Bachelor's Degree
• 1-3 years in financial services industry
• Proficient to advanced experience with Excel, PowerPoint and Word
• Self-starter with ability to drive on own
• Exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with varying responsibilities, including compliance, due diligence, legal, marketing, operations, risk, sales and technology

• Series 99 License or to be obtained within 120 days.

Preferred qualifications, capabilities, and skills

• Solid understanding of FINRA statement regulations
• Experience with brokerage account statements preferred