JPMorgan

AWM - Alternative Middle Office - Team Leader

Job Location:  Bangalore
Job Description:  SkillSet: sales, customer relations, sla, quality, coaching.

The Trade Support Team Leader is responsible for various processes within the life cycle of an Alternative Investment products. The Associate will be expected to work in a team environment supporting a variety of other areas within the firm such as Fund Administrators, Investor Support, Marketing team, Bankers, Supervisory Management, Client Service, and Operations. The successful candidate will be required to quickly learn, understand and support as needed, the functions and services provided by the middle office team.

Wealth Management - Investment Product Middle Office Associate/ Team Leader

JPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing and asset management.

J.P. Morgan Asset Wealth Management, with client assets of $2.5 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

The Investment Products Middle Office team supports the JPM GWM Investor Community - Bankers, Investors, Financial Advisors, Client Service, and Marketing teams by servicing the brokerage product trade flows and operations their clients invest in. The team also provides support for various functions across the GWM Middle Office, JPMS and to operations teams as well as the International Private Bank.

The Trade Support Team Leader is responsible for various processes within the life cycle of a Alternative Investment products. The Associate will be expected to work in a team environment supporting a variety of other areas within the firm such as Fund Administrators, Investor Support, Marketing team, Bankers, Supervisory Management, Client Service, and Operations. The successful candidate will be required to quickly learn, understand and support as needed, the functions and services provided by the middle office team.

Core Responsibilities

  • Timely and accurate execution, validation, and verification of all instructions (for alternative products) received from internal partners and global teams
  • Support of multiple product types (e.g. equities, fixed income, private equity, hedge funds, mutual funds) for both Domestic and International markets
  • Review, Monitor and Action against daily fail reports and daily break items
  • Process and assure completeness of all requests
  • Prioritize workloads with scheduled deadlines
  • Respond promptly and accurately to Investor support, Marketing, Fund Admins, operations and client service requests
  • Produce high quality performance and accuracy to best meet our client's needs and expectations
  • Drive continuous improvement efforts, while reducing risk across all manual touch-points
  • Ensure adherence to all service level commitments, process controls, and escalation policies
  • Work closely with teammates to maximize efficiency
  • Proactively focus on issues and adjust rapidly to changes in the team, the market, or Wealth Mgmt to deliver sound recommendations for process improvement
  • Assist and or lead projects within the team
  • Ensure the accurate and timely escalation and resolution of all inquirie
  • Participate in Wealth Mgmt initiatives (e.g. systems conversions, automations)

Key Skill Sets

  • Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
  • Able to work independently with minimum supervision
  • Excellent verbal and written communication skills
  • Assume ownership and responsibility to accomplish goals
  • Strong intellectual capacity for process improvements
  • Preferred experienced with new age tools like Alteryx, Tableau, Xceptor etc.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/Disability/Veteran ,
Functional Area:  Finance / Accounts / Tax,Sales / BD
Experience:  2 - 3 years
Qualification:  ("Graduation in any field")
Salary:  3.0 Lakh to 6 Lakh INR
 
JPMorgan
Job Ad publication date: 05 May 2021  

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