דרושים Core General Ledger - Project Manager / Product Owner Analyst ב-גיי פי מורגן ב-United States, Delaware

The execution middle office provides transaction analysis, P&L and risk, and project support to the T/CIO desks which execute transactions and manage resulting positions. The associate will lead analysis for one of the CIO"s main products in the effort to ensure the business’s financials are well supported and properly controlled. One of your primary purposes will be to work with the Front Office to obtain their P&L and Risk signoff for each day. Separately, Product Controllers help insure proper reporting of Interest Rate Risk, Market Risk, and other regulatory reporting requirements.

As a Product Controller, Associate on the Executive Middle Office team, you will possess a financial mindset, an appreciation for complex system flows and the controls necessary to ensure your accuracy, a thorough understanding of financial instruments and relevant accounting principles, an aptitude for root/cause analysis, and an overriding eagerness to exhibit leadership and drive.

Job Responsibilities:

• Provide Production and substantiation of P&L and Risk to CIO/Treasury FO/Management
• Provide supervisory oversight of daily P&L/Risk process performed by junior team members
• Review daily system to system reconciliations and feeds relating to CIO & Treasury
• Monitor Market Risk related controls- includes updating/monitoring of risk limits, report clean P&L for VaR back testing
• Contribute to New Business initiatives including active participation to on-board a new product & designing MO work flow, provide analysis/advice around booking strategies & operational procedures
• Provide support for any ad hoc requests and queries from various stakeholders
• Review current processes, identify opportunities for improving efficiency & controls and delivering tactical/strategic solutions
• Work in close partnership with Market Risk, Business Management, Trade support, Financial controllers, VCG, Technology to ensure adequate controls on overall P&L & Risk numbers
• participate in Strategic Re-engineering and global projects involving front/back end systems and closely partner across 3 regions. Deliver substantive and meaningful contribution to group’s work product.
• Understand & contribute to various control frameworks, i.e. Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCC’s)

Required Qualifications, Skills, and Capabilities:

• Degree Holder major in Finance, Accounting or other management discipline
• 3+ years in Middle Office, Market Risk, Valuation, Finance or Product Control
• Works independently and takes decisions, escalates when appropriate
• Good communication skills, robust and credible partner
• Detail oriented, ability to deep dive on processes and improve controls/efficiencies
• Good product knowledge with hands on experience in Fixed income & Treasury products
• Good understanding of transaction cycle, infrastructure & associated operational and financial processes and controls
• Strong relationship-building and networking skills
• Ability to deal with high level of adhoc requests and deliver under pressure
• Excel proficiency

As a part of the product strategy team for Slate products, you will partner across the organization to create the owned channel acquisition strategy. You will work with our partners in the channels team and others on the Slate team to manage acquisitions across owned channels (Chase.com, retail), suggest and size offers, and create new testing plans for our products. The relationships you build with a variety of teams across operations, acquisition, channels, collections, and risk management will be key to your success. Using your data analysis, finance background, strategy experience, and customer mindset, you will quantify opportunities and advocate for smart, profitable, and growth-oriented segment expansions. With strategy in hand, you will collaborate to align with Card leadership and our broader Bank goals and mission.

Job Responsibilities:

• Bring an entrepreneurial and self-starter attitude to size and explore opportunities for Slate across owned acquisition channels
• Provide strategic thought to develop and prioritize the most critical acquisition strategies to grow revenues and accounts while solving solve customer pain points
• Effectively collaborate with cross-functional teams to develop new tests, capabilities, or experiences to drive account growth and NPS
• Partner with analytics, marketing, product, operations, risk and finance teams to provide thoughtful recommendations and understand and articulate potential benefits
• Navigate a highly-matrixed organization, influence partners, build consensus, and work across various functional departments (e.g., agile products)
• Act as a thought leader, presenting and discussing ideas with intent to persuade, educate, and enhance understanding across all levels of the organization

Required qualifications, capabilities, and skills:

• Marketing experience, particularly in customer acquisition with some channel experience
• Prior experience in risk, finance, or product management in financial services
• Partner effectively and conscientiously by leading through strong collaboration
• Focus on driving quantifiable business results, returns for shareholders, and value for customers
• Experienced in test design, reading beyond the data, understanding customer drivers and needs, experimenting, learning, and taking calculated risks based on data
• Pushes boundaries of “what could be” to innovate and serve our customers’ needs
• MBA or equivalent experience in a financial services or consumer product organization

Preferred qualifications, capabilities, and skills:

• Proven ability to take initiative, influence others, and achieve results without direct supervision over resources
• Develops strong partnerships; recognized as a team player
• Strong analytical, problem solving and planning skills with an excellent ability to manage multiple initiatives simultaneously and experience with SAAS, data queries
• Excellent written and verbal presentation skills including proficiency in Microsoft Excel and PowerPoint
• Prior experience in credit card issuing institutions, risk management or finance functions, acquisition marketin

Job Profile:

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.

The Basel Measurement & Analytics (BM&A) group within CIO is responsible for calculating, analyzing, and reporting firm-wide RWA for market risk, wholesale credit risk and retail risk stripes. The RWA measures feed into corporate functions to quantify and determine regulatory capital requirements and support external regulatory filings and disclosures. BM&A is responsible for the business requirements to develop and manage the Basel infrastructure and ensure calculations are in compliance with internal capital policy and guidance. In addition, BM&A supports ancillary activities to perform impact analysis on methodology changes driven by new rule proposals, support RWA component of CCAR, Resolution & Recovery, Pillar 3 Disclosure, and Quantitative Impact Studies (QIS) for regulatory agencies.

Job responsibilities:

• Monthly production cycle for RWA calculation and reporting, including Basel 3 Advanced, Basel 3 Standardized, CCP, and Supplementary Leverage Ratio
• Provide analysis in support of RWA trends and forecast-to-actual variances
• Support external regulatory filing deliverables including the FR Y-9C, FFIEC 101 and Pillar 3.
• To perform ad-hoc quantitative impact analysis on the firm’s RWA under Basel rules and regulations based on input parameters or infrastructure changes – specific to Derivatives risk stripe.
• Perform quarterly stress testing to support CCAR, ICAAP and Risk Appetite deliverables.
• To evaluate and manage controls on key processes and functions.
• To prepare objective analysis that provides perspective to senior management to support decision-making on key issues related to regulatory capital.

Required qualifications, capabilities and skills:

• Bachelor’s degree and 1-4 years’ experience in Finance, Risk Management, or related field.
• Experience with Basel Capital Rules is preferred.
• Experience and technical understanding of derivative products.
• Exceptional excel/database/desktop skills.
• Ability to work in pressure-oriented environment and able to handle multiple tasks.
• Strong analytical, critical thinking, and problem solving skills with a track record of execution against deliverables; including the ability to take ownership and work independently while contributing to the broader team.
• Results oriented individual who can execute tasks within aggressive time frame.
• Superior attention to detail and process-orientation.
• Ability to synthesize and analyze large amounts of data to ascertain key facts and trends.
• Ability to develop strong client relationships and gain consensus on key decisions.

Loan Servicing Specialist – Operations Analyst, a vital role within our Loans group. This key position is designed to deliver on specific tasks and requirements, making it an essential part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.

Job Summary

As a Loan Servicing Specialist – Operations Analyst within our Loans group, you will be responsible for executing all assigned tasks while ensuring compliance with Service Level Agreements (SLAs). Your role will involve working across various processes, including Deal Closing, Drawdowns, Rollovers, Repayments, Pre-payments, Funding, Rate-Fixings, Fees, and external payments. This position offers a unique opportunity to enhance your skills in performing Nostro & Past Due Reconciliation, allowing you to make a significant impact on our operations.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Follow up timely with agents or customers for any missing notifications.
• Complete all funding within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Pay attention to detail to ensure all documents are processed correctly.
• Identify changes to processes to improve productivity and efficiency.

Required qualifications, capabilities and skills

• Hold a bachelor's degree in finance or a related field, or possess equivalent work experience.
• Minimum 2 years of experience in the financial services industry with a proven track record of delivery.
• Understand business financial statements, cash flow capacity, and loans across various industries.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while engaging multiple stakeholders.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments

Preferred qualifications, capabilities and skills

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.

As a Financial Controller - Analyst within the Firmwide Financial Control team, you will be responsible for ensuring the integrity of the firm's books and records. You will manage core financial data dimensions, process transaction requests, and support cross-firm projects. Your role will involve creating and executing SQL queries, analyzing reconciliation reports, and preparing critical audit reports. You will also have the authority to implement operational changes and manage project enhancements, all while working collaboratively within a global team.

Job Responsibilities:

• Process BAU requests i.e. Add/Modify/Purge and consistently maintain data integrity across these dimensions.
• Monitor and review the major processes and procedures with a high impact in FRD to identify and escalate potential issues. Examples of this include monitoring the BU hierarchy from BD-14 to BD-7 to proactively identify issues that may impact Global Close activities.
• Create and execute SQL queries to pinpoint workflow issues, data content gaps and potential system processing errors.
• Analyze and fix breaks in the reconciliation reports on mapping issues and GL breaks. This requires the ability to take an open-minded, well-reasoned and creative approach to address issues i.e. Effectively listen to issues, eliminate extraneous information and assess the underlying client need in order to provide a well-crafted resolution.
• Assist the Team Leads and managers in preparing critical reports for Internal and External Audits. Certain times have faced the audit in individual capacity in the absence of the managers.
• Gauging the severity of the issue and its impacts, determining an appropriate solution, and implementing the resolution. Position has the authority to implement operational changes to resolve issues.
• Assess when and what type of messaging is needed for issues, changes to the system, or other system details and craft communications to key parties
• Manage the enhancement/production request process, create op models for the process, and lead the monthly operate release process
• Conduct significant data mining and analysis to support recommendations and necessary action items.
• Develop, track, analyze, and publish project reports, resource management reports, project summaries, scorecards and program/project performance trends.
• Support management of projects on an ongoing basis, evaluating progress and quality, managing the issue resolutions process and taking corrective action or escalating the issue when appropriate.

Required qualifications, capabilities and skills:

• Bachelor’s degree or equivalent
• Knowledge of Reference Data and have strong analytical bent of mind and data mining skills.
• 3 plus years professional experience with at least 1 year of related finance and accounting experience
• Strong problem solving ability and analytical skills required
• Detail oriented and precise
• Must be able to effectively prioritize and multi task
• Technical skills such as Access, Excel, PowerPoint, Visio, SQL and SAP knowledge.
• Must be flexible (capable of team work and independent effort) within a virtual team that encompasses different locations, countries, and time zones.
• Proactive, independent and self-managing.
• A team player and adaptable to changing environment with good interpersonal skills.
• Support management of projects on an ongoing basis, evaluating progress and quality, managing the issue resolutions process and taking corrective action or escalating the issue when appropriate.

As an Anaplan Model Builder within the Data, Analytics and Transformation team, you will be tasked with implementing the ICB Finance integrated planning roadmap using Anaplan. You will collaborate closely with finance and business management teams, finance transformation analysts, data engineers, and the firm-wide Anaplan Center of Excellence to develop the target state planning ecosystem for ICB Finance.

SUMMERY OF ROLE/JOB DESCRIPTION

Following the launch of our digital bank, Chase UK, we are embarking on a finance data transformation project to support the International Consumer Business (ICB). This will culminate in the development of a finance data platform to assist the Finance function in the execution of its business critical control responsibilities as well as supporting business decision making with modern finance analytics and insights. The project will deliver end to end data capabilities for the Finance function and other relevant stakeholders covering data modelling, reporting, dashboarding and the development of any bespoke tooling required.

In this role, your primary focus will be on implementing the ICB Finance integrated planning roadmap in Anaplan, which involves designing and developing planning models and ensuring seamless integration with other ICB Finance Transformation solutions and firm-wide tools. Collaborating closely with finance and business management teams, finance transformation analysts, data engineers, and the firm-wide Anaplan Center of Excellence, you will contribute to building the target state planning ecosystem for ICB Finance. Additionally, you will have the opportunity to utilize Google Looker and other modern data tools to deliver both tactical and strategic solutions to finance data challenges.

Job responsibilities:

• Analyze and understand existing forecasting processes and methodologies, translating them into Anaplan solutions that drive consistency and accuracy in generating financial projections, ensuring an informed decision-making process and organizational agility.
• Build and maintain Anaplan models as a part of the ICB Finance integrated planning roadmap, including requirements gathering, models design and documentation, development, end-user testing, and release management.
• Collaborate with the firm-wide Anaplan Center of Excellence and data engineers on the implementation of a fully integrated planning ecosystem, including seamless integration between Anaplan models, ICB data sources, and firm-wide solutions.
• Work closely with finance stakeholders to proactively identify and recommend enhancement opportunities in planning processes and forecasting methodologies.
• Collaborate in defining the Anaplan operating model for the ICB Finance function, including establishing roles and responsibilities, models governance, and support from firm-wide transformation teams.
• Ensure adherence to Anaplan best practices, intelligent solutions governance, and internal controls at all times

Required qualifications:

• Expertise in financial planning and/or modeling, including budgeting and stress testing methodologies
• Expertise in data analytics and visualization, with a strong understanding of UX/UI and design best practices
• Commercial acumen and expertise in retail banking products including current accounts, credit cards, insurance and mortgages
• Passionate about innovation, problem solving with focus on user-centric design and a keen eye for visual aesthetics
• Ability to work in collaborative, cross-functional agile teams as well as independently
• Skilled in influencing, educating and sharing technical and design knowledge with others
• Excellent communication skills, both written and verbal
• Strong self-starter and highly self-motivated, driving projects forward
• Experience working on large scale digital transformation projects, ideally in Finance / FinTech

Preferred qualifications:

• An Anaplan Model Builder certificate (or higher) with a minimum of 3 years of relevant Anaplan experience is preferred.
• Experience with any business intelligence, visualization, or automation tools (e.g., Alteryx, Looker) is highly desirable.
• A bachelor’s degree or equivalent in data analytics or computer science related fields is preferred. Accounting or finance related fields will also be considered.

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.