דרושים Senior Executive Assistant ב-גיי פי מורגן ב-United States, Portland

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5.5 million acres (2.2 million hectares) worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan.

As a Senior Accountant within Campbell Global’s Client Accounting group, you will take on a leading role in managing the general ledger and overseeing all accounting tasks for the Funds under your supervision. Collaborating closely with Cash Management, Accounts Receivable, and Accounts Payable, your role will ensure the books are closed accurately and promptly. Your duties will encompass the preparation of monthly and/or quarterly client financial statements, investor reports, and annual audit reports. Additionally, you will be involved in researching and implementing new accounting processes and procedures. Your role is crucial in maintaining the accuracy and integrity of the accounting system, client reporting, and accounting procedures.

Job Responsibilities

• Prepare monthly and quarterly client financial statements as well as special ad-hoc reports for investors.
• Prepare annual audit support and tax schedules.
• Prepare and analyze journal entries and maintain all general ledger supporting schedules and reconciliations.
• Perform fixed asset accounting (maintain fixed asset register and maintain the capital expenditures system).
• Have the ability to learn and understand reporting differences between US GAAP and IFRS.
• Review check requests, bank statements, adjustments to accounts payable and receivable, and cash management.
• Respond to internal and external information requests in conjunction with management and team members.

Required qualifications, capabilities and skills

• Bachelor’s Degree in Accounting, Finance, or Business.
• Three years’ work experience in Accounting, other qualified experienced candidates will be considered.
• High proficiency in Excel.
• Experience with Investment Accounting and tax.
• Self-starter and ability to work independently and as a team.
• Positive attitude and willingness to learn new skills and take on new challenges.
• Demonstrated interpersonal and teamwork skills.

Preferred qualifications, capabilities and skills

• Exposure to Oracle, SmartView and Essbase or similar software.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• 3+ years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

Job Summary

As an Executive Director level Investment Specialist supporting Campbell Global, you will assist and promote new and existing client management including managing a team of two, taking a lead role on reporting internal and external inquiries. In addition, you will work with the Campbell Global Strategic Solutions group on development and updates of marketing materials and intellectual capital, client pitches and reviews, and development of close collaborative relationships with both portfolio management and client advisor teams.

Job Responsibilities

• Key contributor to product strategy, platform development and product launches working in partnership with Campbell Global lead team and the Product Strategy & Development Team
• Develop & maintain relationships between the investment desks and distribution teams
• Understand and articulate investment strategies and performance to internal and external stakeholders and clients
• Internal education including thought leadership, training, partnering with Client Skills & Training Team, Market Insights Team, Sustainable Investment Team, subject matter experts and distribution teams
• Actively support new product development and positioning; monitor trends in the market and propose solutions in response
• Work with marketing/communications teams to promote products and produce best-in-class client communications
• Fundraising and ongoing client relationship management as well assist with launching new products
• Provide project management leadership including coordinating and completing follow-up and due diligence requests from prospective investors and current clients.
• Lead and work collaboratively with internal teams to provide excellent and timely responses to all RFI/RFP requests, prospective investment follow-up queries and from time-to-time client inquiries.
• Partner with internal teams and external support to create persuasive sales documents such as proposals and presentations.

• Maintain working knowledge of the forestry asset class, capital markets, carbon markets and forest management operations.

Required Qualifications, Capabilities and Skills

• 9+ years of experience in Investment Specialist or Product Specialist role
• Detail-oriented, highly entrepreneurial and self-motivated with a proven track record of sustainable achievement in a financial sales environment; Outstanding energy, focus, and drive to achieve results
• Demonstrates industry and product knowledge by understanding the competition, the clients and marketplace
• Excellent written, oral and presentation skills, along with a genuine interest in the subject matter, which enable the delivery of concise and persuasive new business presentations and investment reviews
• Strong relationship building skills applicable to existing clients, prospective clients and internal colleagues within Alternatives and across J.P. Morgan

Preferred Qualifications, Capabilities and Skills

• Series 24 license
• Expertise in alternatives strongly preferred

As a Senior Executive Assistant in Consumer and Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Job responsibilities:

• Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
• Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
• Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
• Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
• Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
• Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:

• Bachelor's degree or equivalent experience
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
• Proactively identify and deliver appropriate solutions that address the needs of our clients
• Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:

• Able to adapt and stay abreast of changing technology and regulatory policies
• Highly proficient user of Word, PowerPoint, and Excel

Campbell Global is a leading global investment manager focused on forestland and timberland management. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5.5 million acres (2.2 million hectares) worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of J.P. Morgan.

Job responsibilities

• Manage and own end to end business priority projects, strategic initiatives and work streams
• Ensure the business is run in an efficient and controlled manner
• Partner with other business-aligned functional areas (including Legal, Risk & Controls, HR, Compliance, Technology and Operations) with respect to change management initiatives
• Identify internal control/process issues or inefficiencies and own solutions (business process reengineering, control environment) and policy/procedure enhancement/governance
• Act as a central contact for internal control partners (across Control Management, Risk, Audit, Legal and Compliance)

Required qualifications, capabilities, and skills

• Minimum of 10 years of finance work experience
• Detail oriented, strategic thinker with skills in analysis, problem solving, and acute decision making
• Experience leading projects, dealing with competing priorities, and working within a matrix support environment
• Ability to understand and analyze business processes, products, and initiatives to identify risks, improve processes, and develop innovative solutions
• Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
• Strong team management skills and ability to influence and lead cross-functions teams across an organization
• Strong financial management skills including analysis and recommendations with context of global macro and product drivers
• Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
• Ability to innovate, multitask and present information in a clear and concise manner
• Superior written and verbal communication skills including presentations to large groups of people

Preferred qualifications, capabilities, and skills

• Knowledge of investment management business, knowledge of Alternative Investments a plus
• Undergraduate degree is required (finance major preferred); MBA, CFA, CAIA a plus
• Timberland and forestry management experience preferred (5+ years)