דרושים Senior Events Planner Vice President ב-גיי פי מורגן ב-United States, New York

As an Associate in Wealth Management PXT Business Management, you will have a dynamic role that will vary from business to business, in line with the priorities of the different lines of business. You will also provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.

Job responsibilities

• Organize complex information in a strategic and compelling way, demonstrating strong acumen and expertise in PowerPoint and Excel techniques
• Create presentations quickly and iteratively for senior management presentations, reports, and dashboards, driving things forward and working with stakeholders to stay up-to-date on information needed (e.g., Advisor showcases, business reviews, newsletters, etc.)
• Communicate effectively with key business partners to understand projects and drive next steps
• Manage and deliver key work streams and tasks
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management or COO role
• Prior experience within the Technology space
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders; attention to detail is a must
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Strong time management and prioritization skills
• Be flexible and open to work on ad-hoc initiatives as they arise

Preferred qualifications, capabilities, and skills

• Background in Wealth Management a plus
• Experience with Confluence nice to have

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

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, equity, inclusion, and respect
• Expand the capabilities and adoption of the modern API gateway for external and internal Payments Web APIs
• High attention to non-functional requirements to ensure stability, security and scalability of the API infrastructure
• Active participation in highly energy global agile team

Required qualifications, capabilities, and skills

• Formal training or certification on API Management Platform concepts and proficient advanced experience
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Advanced in one or more programming language(s)
• Proficiency in automation and continuous delivery methods
• Proficient in all aspects of the Software Development Life Cycle
• Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• In-depth knowledge of the financial services industry and their IT systems
• Practical cloud native experience
• Professional experience in API management technology e.g APIGEE, Kong, Mulesoft
• Strong understand of OpenAPI Specification (OAS) for RESTful APIs

• AWS (ECS, EKS, MKS)
• Kong API Gateway
• Experience with Performance and Soak Testing
• Golang programming language
• Lua programming language

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals