דרושים Us Inflation Trader - Vice President ב-גיי פי מורגן ב-United States, New York

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 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

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

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 Compliance Risk Management Vice President within Compliance Conduct and Operational Risk (CCOR), you will act as an independent second line of defense and challenge function in the equity derivatives compliance team, focusing on the Sales and Trading businesses within the Corporate & Investment Bank line of business (LOB). You will be required to closely interact with the Line of Business and global/regional and functional CCOR teams and key stakeholders, including Legal, Business Control Managers, Technology, Internal Audit, Finance & Business Management, and other Control functions. Additionally, you will need to have experience in Compliance, as well as familiarity with regulatory best practices.

Job Responsibilities

• Act as independent second line of defense and challenge function to derivatives markets and sales and trading businesses, raising issues for the front office to remediate through action plans and partnering with the front office process owners in control design, control evaluation, and issue management of compliance and conduct risks.
• Collaborate with legal, regulatory engagement, the business and other control functions to gather information and review responses to regulatory examinations, audits, investigations, inquiries, and other information requests.
• Build and maintain strong client relationships with front office personnel, business management, control managers, legal, technology and business aligned Corporate Functions.
• Work proactively with Business Control Management to maintain, enhance and develop an effective control environment and supervisory program.
• Manage projects independently necessary to support initiatives both within the CCOR and across the firm globally.
• Draft and maintain Compliance policies, procedures and bulletins reasonably designed to support compliance with applicable regulatory obligations, corporate requirements and industry best practices.
• Design and deliver training to support compliance with applicable regulatory obligations, the firm’s compliance-related policies and procedures and industry best practices.
• Assist the team in identifying and escalating issues through formal escalation channels and facilitating timely and effective resolutions.
• Interact regularly with colleagues in other lines of business and other regions on regulatory matters, cross border questions, compliance risk assessments, project management and formulating consistent approaches on corporate regulatory policies.
• Identify compliance and conduct risks inherent within the equity derivatives business.

Required qualifications, capabilities, and skills

• Bachelor’s degree
• 5+ years of professional experience in the financial services industry in areas such as Compliance, law, risk management or audit
• Extensive knowledge of SRO and SEC rules and regulations relating to options compliance (e.g. Consolidated Audit Trail, Transaction Reporting, Best Execution), Sales and Trading.
• Ability to review and digest complex content and data, analyze and draw conclusions
• Strong organizational and project management skills; able to manage competing priorities under tight deadlines
• Strong interpersonal skills, with proven ability to build strong partnerships, collaborate and drive outcomes
• Intellectual curiosity with a proven ability to learn quickly
• Strong Excel skills