30 days old

Asset Management, Guideline Management Control, Vice President

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code
    190088811

Asset Management, Guideline Management Control, Vice President

Req #: 190088811
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

 

J.P. Morgan Asset & Wealth Management, 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.

 
Our Team:

An opportunity has arisen for a highly motivated individual to join The Guideline Management Middle Office team at the VP level.  This individual will be responsible for all aspects of the guideline management workflow within the BETA Strategies investment product aligned team.  Guideline Management is a critical function as it safeguards AM’s clients against transactions which may violate regulatory & client directed obligations.  The successful candidate will be the primary point of contact for all guideline related inquiries, issues and escalations raised by the front office. 

The successful candidate will ensure adherence to regulatory & client guidelines while continuously improving quality and reducing administrative burden through innovative solutions, they must possess skills enabling them to;


  •  Have a strong understanding of business strategies to deliver guideline requirements successfully
  • Work closely with investment and client management teams to deliver guidelines management solutions in all aspects of the role
  • Develop best in class guideline coding and testing practices to minimize manual intervention by investors
  • Implement solutions to issues and challenges raised by business stakeholders
  • Improve coding timeliness for both new and existing accounts
  • Work closely with colleagues in our offshore locations to maintain a tightly connected operating model
  • Produce effective and relevant management information 

The role will also include owning and delivering initiatives aimed at driving efficiency, mitigating risk or meeting regulatory mandates.  The candidate will be expected to have experience with technical improvements including testing front and middle office applications.  The candidate will be expected to possess excellent communication skills allowing them to work with senior business members. 

 
Beta Strategies Responsibilities:
The business has three areas of focus:
  • Strategic Beta and Alternative Beta strategies, founded on unique quantitative research capabilities;
  • Market cap-weighted exposures, supporting growth in Multi-Asset Solutions and other strategic relationships; and
  • Best-in-class delivery capability for exchange-traded funds (ETFs), supporting and marketing both beta and active strategies.

ETF Business: The Exchange Traded Fund (ETF) Business sits within the Beta Strategies organization.  The ETF business spans both EMEA and the U.S. and an array of product types across Fixed Income, Equity and Alternatives.

 

 

 

Qualifications:
• Minimum of 5 years of experience working in an investment guidelines environment
• Strong working knowledge of Fidessa products including Sentinel or other similar applications
• Excellent understanding of the investment guidelines process
• Familiarity with internal/external financial systems (Bloomberg, Benchmark & Index providers)
• Excellent communication skills; strong ability to articulate complex issues
• Organizational skills; ability to track & troubleshoot complex issues and drive solutions
• Proven ability to lead teams in complex environments, including influencing varied stakeholders.



Keyword: consumer%20banking

Categories

Posted: 2019-11-15 Expires: 2019-12-15

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Asset Management, Guideline Management Control, Vice President

JPMorgan Chase & Co.
New York, NY 10007

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast