דרושים Multi-asset Solutions Operations Manager ב-גיי פי מורגן ב-United States, New York

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $2 trillion opportunity for J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

• Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.
• Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
• Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
• Extensive background and definable success in working with financial intermediaries in the wealth channels.
• Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
• Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
• Experience in working through internal partners to deliver results.
• Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
• Proven organizational skills and success in territory and client management.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
• Strong understanding and interest in real estate investment management.
• Series 7 and Series 3 certifications required (or willingness to obtain).

Job summary:

As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and Collateral Transfer Agreements, Security Agreements and Account Control Agreements related to UMR, as well as any other ancillary documentation for a range of funds and clients across multiple products. You will have knowledge of trading agreements and awareness of certain regulations related to trading agreements, such as the Margin Rules for Segregation of Regulatory Initial Margin are not cleared, FINRA 4210, and the SEC cleared repo mandate, is a must. You must have the ability to work under time sensitive projects and will be expected to build relationships with various groups involved internally and with counterparts at otherwise financial institutions. You must have strong interpersonal skills for this role.

Job responsibilities:

• In-depth knowledge of the Master Trading Agreements contractual framework mentioned above, applicable regulations and derivatives-related issues.
• Drafting and negotiating of Master Trading Agreements, as well as additional provisions for funds and clients based on their country of incorporation and entity type.
• Ability to turnaround matters swiftly and efficiently without compromising the quality of the work
• Keeping client and other files, negotiation notes and other materials organized and duly saved as appropriate.
• Ensuring internal procedures are followed with respect to the initiation of agreements and approvals of terms, key stakeholders are regularly updated with latest status of negotiations.
• Liaison with trading desk, client account managers, operations, legal and risk departments and other internal partners and participation in internal working groups
• Ad hoc documentation projects.

Required qualifications, skills and capabilities:

• Extensive Master Trading Agreement and ancillary agreements negotiation experience (min of 5-7 years will be required)
• Robust understanding of the key data terms in agreements and how they should be used by various internal teams
• Team player, confident and proactive
• Polished verbal and written communication skills; strong interpersonal skills
• Ability to present in small or large group settings
• Ability to identify relevant issues and analyze them quickly and effectively
• Ability to multitask and work independently

As a Control Manager in the Markets Sales and Trading team, you will lead quality assurance activities that support our supervisory framework and compliance objectives. You will work closely with colleagues across functions and levels, providing valuable insights and presenting findings to senior forums. This role offers you the opportunity to shape our risk management strategies and collaborate with a diverse team. Together, we will ensure the highest standards of integrity and operational excellence.

• Plan and execute quarterly Markets Business Control Management assurance activities
• Partner with the Quality Assurance Program Owner to review scope and update documentation for approval
• Manage objectives, scope, sampling methodology, scoring methodology, quality thresholds, results reporting, tracking of corrective actions, and record retention
• Execute testing pre-work and analyze results, overseeing findings reports with suggested actions
• Act as the oversight contact for the offshore Quality Assurance team and handle escalations
• Conduct interviews during the Quality Assurance cycle and create presentations of results for different audiences
• Collaborate with stakeholders across functions and levels throughout the organization
• Mentor and provide guidance to offshore colleagues
• Monitor and track findings through to resolution
• Present at senior forums as a delegate for the Quality Assurance Program Owner

• Ensure effective communication and collaboration within the team

  Required Qualifications, Capabilities, and Skills
• Bachelor’s degree or equivalent experience
• Deep understanding of Markets Sales or Trading business
• Experience in the financial services industry with a background in audit, assurance, controls, operational risk management, compliance, or equivalent subject matter expertise in a relevant business-related function or operation
• Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Visio
• Knowledge of data analytics using Microsoft Excel, Alteryx, or Python
• Excellent written and verbal communication skills with the ability to influence business leaders meaningfully and actionably
• Exceptional interpersonal, collaboration, and relationship-building skills
• Flexible and adaptable to shifting priorities; manages competing priorities to achieve effective results in a fast-paced, results-driven environment
• Independent decision-making using sound judgment
• Strong critical thinking, attention to detail, and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions

• Demonstrated implementation skills

  Preferred Qualifications, Capabilities, and Skills
• Excellent written and verbal communication skills with the ability to influence business leaders in a meaningful and actionable manner
• Strong problem-solving and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions
• Ability to manage multiple and competing deliverables
• Proficient in Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Microsoft Visio, with data analytics experience using Microsoft Excel and Microsoft Access
• Strong digital literacy for effective use of digital tools and platforms in control frameworks
• Emerging ability to influence stakeholders in implementing compliance strategies and fostering collaboration
• Experience presenting findings and recommendations to senior stakeholders

Job responsibilities

• Track and understand trends by analyzing booked fees and pipeline activity. Provide insights on drivers of change to F&BM partners and management team
• Analyze competitor data, in particular league tables, to benchmark JPMorgan’s performance against other competitors and assist the management team in understanding underlying trends
• Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
• Prepare content used in Business Reviews and Town Halls.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
• Assist with ad-hoc requests and projects to support the growth and development of our business

Required qualifications, capabilities, and skills

• Bachelor's Degree in Business, Finance, Economics, or other related area
• Previous product knowledge and/or prior Business Management or COO experience
• Energetic and dynamic in style, positive attitude
• Highly motivated self-starter with excellent time management/prioritization skills
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills with ability to present well to senior and global business heads
• Able to both define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills
• Attention to detail with logical thought process

Job Responsibilities:

• Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
• Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
• Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
• Reviewing and scoring responses to operational due diligence questionnaires
• Working collaboratively with control partners in governance, risk, compliance and internal audit
• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
• Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

• You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
• Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
• Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
• Investigative skills and attention to detail
• Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
• Strong written, presentation, and communication skills
• Strong initiative, energy and confidence completing assignments

The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm. Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.

As an AI in Operations Transformation Office Program Manager, you will lead complex projects and programs to drive the AI in Operations program towards its strategic goals and impact AI and Operations teams across the firm. Your experience in program management of leading program offices and broad understanding of the AI space will enable you to develop strategic plans and ensure the program meets internal and external requirements. 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:

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Develop an understanding of innovation in financial services and particularly emerging technologies (e.g., AI/LLM, ML, RPA) to help reimagine the future of D&PS
• Prepare for and listen well in meetings; interject and participate in stakeholder interviews to gather baseline information and work with business partners to clarify / execute any follow-up requests
• Support multiple project work streams
• Establish strong working relationships with internal stakeholders and colleagues
• Manage deadlines and timeframes, proactively escalating issues, as needed

Required qualifications, capabilities, and skills:

• 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team, leading technology company or AI-related start-up
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
• Bachelor's degree in Economics, Finance, Math, Engineering, or a related field

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry or AI-related field
• MBA or an advanced business degree from a top-tier program

As a Payments Business Manager in EMEA Liquidity & Account Solutions, you will take a collaborative approach, building and maintaining relationships as a key part of this role. You will work globally across a diverse set of stakeholders in a dynamic environment. This role offers visibility across the Payments organization and the chance to work closely with a wide variety of stakeholders; a learning mindset is essential.

Job Responsibilities:

• Collaborate with business leads to explain financial performance and revenue/expense drivers for their products, advising on strategic and tactical goals.
• Use Excel for data interpretation and PowerPoint for crafting narratives that link data to real-life activities.
• Effectively interact and influence stakeholders of varying seniority and geographic locations.
• Provide a high level of responsiveness to executive requests related to project management, presentation development, and business analysis.
• Facilitate global communication of business strategy, performance, and priorities.
• Organize complex information in a strategic and compelling way.
• Manage client pipeline and conduct trend analysis.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
• Support audit, regulatory, and compliance deliverables.
• Ensure adherence to LOB and corporate-wide objectives and policies.
• Build effective relationships and work closely with F&BM colleagues across the CIB organization.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree and experience in a strategic or similar role.
• Extensive experience within Financial Services (Transaction Services).
• Proficiency with Excel and PowerPoint
• Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task.
• Enthusiastic, self-motivated, and effective under pressure.
• Strong analytical and numeric skills, excellent attention to detail.
• Effective communication, influencing, and relationship-building skills; team player.
• Ability to work well individually and partner effectively.
• Pro-active and problem-solving mindset with ability to identify, present, and implement solutions.
• Comfortable presenting to senior audiences, strong written and verbal communication skills.
• Self-motivated, tenacious, and able to work with a high degree of independence.
• Understanding of liquidity products.

Preferred Qualifications, Capabilities, and Skills:

• Experience in global communication and strategic analysis.
• Expertise in storytelling with data and crafting compelling narratives.
• Ability to work cross-functionally with multiple competing priorities and deliverables.
• Experience in client pipeline management and trend analysis.
• Familiarity with audit, regulatory, and compliance processes.
• Strong design acumen and expertise in Excel and PowerPoint techniques.
• Experience in coordinating team activities and preparing strategic materials.