Welcome to JP Morgan Chase!
As a Discretionary Accounts Control - Vice President within JP Morgan Chase, you will be responsible for providing oversight of fiduciary accounts and supporting the Portfolio Management Group/Investors on their daily operations. You will partner with Internal Audit, Compliance, and other control functions to remediate control issues and proactively identify and mitigate risks. This role offers the opportunity to participate in projects and strategic initiatives, providing a challenging and rewarding career in Wealth Management & Investment Solutions.
Job Responsibilities:
- Provide support on oversight of fiduciary Accounts and support Portfolio Management Group/Investors on their daily operations.
- Review of Investment Parameters: ensure compliance with Investment parameters signed by the client and consistent with the set up in Connect.
- Review pre-trade check controls and assess any potential trading issues
- Conduct ongoing monitoring of fiduciary accounts and ensure that all breaches are appropriately addressed/resolved
- Produce and, on occasion, design high quality Management Information to be used by the most senior of regional managers
- Present the team in governance committees
- Perform testing in relation to system enhancements, new releases and product launches
- Conduct monthly meetings with Regional Investment Team Lead to review post trade exceptions. Provide first level control and oversight of the investment management business across a series of market teams as needed
- Partner with Internal Audit, Compliance and other control functions to remediate control issues, as well as proactively identify and mitigate risks
- Participate in projects and strategic initiatives as directed by the Head of Discretionary Control for Discretionary Accounts
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Required qualifications, capabilities and skills
- Bachelor 's degree or equivalent experience
- At least 5 years of relevant experience within Control/Risk/Audit in the financial services industry.
- Excellent organizational skills and attention to detail, including the ability to manage multiple asks to tight deadlines and re-prioritize as required
- Strong Excel and PowerPoint skills
- Strong communication skills: the role will involve communicating with employees of varying levels, with diverse roles and different native languages
- Comfortable interacting with and presenting to all levels of management
- Excellent communication skills
- A self-motivated individual who is keen to pursue a career in Wealth Management & Investment Solutions
Preferred qualifications, capabilities and skills
- Private Banking experience is a plus
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Control Management maintains a strong and consistent control environment through a joint accountability model that aligns managers with each function and region to mitigate operational risk. The team focuses on four areas: Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies and Control Governance & Reporting.