Metro Manila, National Capital Region, Philippines
6 days ago
Asset and Wealth Management - Platform Modernization Program Sr. Associate

Business Overview

J.P. Morgan Asset & Wealth Management, with client assets of $3.1 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.

Operations Overview 

Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end. Our department supports all key business and platform initiatives. We oversee the processes that make our business work.

Our role is all about understanding the impact of change on our processes, and institutionalizing a change mindset that drives improvements in all areas. It’s also about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world.

Our team executes various Programs that design operating models, provide solutions to optimize business flows, bring efficiencies and keep our platform compliant with regulations applicable to our legal entities and branches. 

Our success depends on a close collaboration with counterparts from all areas including the Business, Technology, Finance and Corporate Functions and other Lines of Business. That mindset and collaboration is an integral part of what makes the firm one of the most respected financial institutions in the world. 

We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area.

Job Summary

As a Business Analysis Associate in the Platform Modernization Program team, you will be working in conjunction with our internal partners including Client Service, Advisors, Operations, Technology, Product, Business Management, Legal, Risk and Compliance. You will oversee monitoring incoming and outgoing payments for Private Bank clients, processing those transactions, investigating issues, liaising with correspondent banks and Front-Office to resolve issues. You are also responsible for processing a number of bookkeeping tickets instructed by various operational teams

This is a unique opportunity to gain an in-depth knowledge of all operational flows and contribute to a growing international business in a fast paced and innovative environment. . 

 Job responsibilities:

Understand all relevant trading products, including equities, bonds, foreign exchange, and listed options. Facilitate issue resolution across teams by knowing the front-to-back operations process, including confirmations, settlements, and regulatory reporting. Recognize the impact of the trade support team's actions on other infrastructure groups, such as finance, market risk, credit risk, operational risk, legal, and collateral. Demonstrate effective leadership in strategic change management and process re-engineering, including technology-driven projects. Build relationships with and influence colleagues, business leaders, and functional partners. Leverage strong industry experience and understanding of standards implemented in the industry, while maintaining a network with industry peers. Adopt a consultative approach, understanding and anticipating business partner needs, and collaborate effectively with operations leaders and key partners. Drive critical thinking, seek out best practices, anticipate clients’ future needs, and collaborate on innovative ideas. Exhibit high motivation with strong people management skills, problem-solving abilities, and excellent interpersonal and communication skills. Utilize knowledge of various automation tools and AI/ML understanding as an added advantage.

Preferred qualifications, capabilities, and skills

Strong project management experience in one or several of the operations area (back or middle office), ideally 5+ years in a reputable bank, fund administrator or financial institution across multiple jurisdictions, and looking to take on a new challenge in a growing, fast paced and ever-changing environment. Proven expertise in Asset servicing and more specifically in corporate actions management cross products (Securities, Mutual funds, Alternatives).  Proven track record in implementing/integrating a core banking system, internally developed or from a third party vendor. Bachelor’s Degree holder; MBA or other post graduate degree is a plus.  At least 8 years of experience in Financial Services, Operations or management in Investment Banking Wealth Management. Securities Operations experience is preferred. 

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.

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