Asset And Wealth Management, Portfolio Analysis Group (Pag) - Controls Officer, VP

Jpmorgan Chase & Co. Brooklyn , NY 11201

Posted 5 days ago

Apply Now

Asset and Wealth Management, Portfolio Analysis Group (PAG) - Controls Officer, VP

Req #: 180094641

Location: Brooklyn, NY,US

Job Category: Asset Management

Job Description:

J.P. Morgan Asset & Wealth Management

J.P. Morgan Asset & Wealth Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.

As one of the largest asset and wealth managers in the world, with assets under management of over $1.5 trillion, we provide global market insights and a range of investment capabilities that few other firms can match.

Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions.

Operational Control team:

The Operational Control team is responsible for monitoring and governing all functions within the Portfolio Analytics Group Asset & Wealth Management (PAG AWM) to ensure adequate controls exist within the functions and provide oversight to the functions working closely with the functional operations leaders, other control officers and other lines of defense.

Description of Role

PAG AWM Operational Control team seeks a Vice President to support the controls function for PAG Wealth Management providing leadership excellence and ensuring operational practices are in compliance with relevant risk standards, policies and regulations in order to maintain an effective control environment and to help support the management and oversight of various risk and control-related projects.

Key Roles and Responsibilities:

  • Monitoring LOB compliance with Operational Risk Management Framework and internal oversight including firm wide operational risk policies and procedures

  • Understanding the end-to-end process and control environment for the PAG US Wealth Management operations and Identify gaps in the process and control environment

  • Proactively analyzes potential operational risks within the business

  • Review and credible challenge business unit's documented operational risk processes and procedures

  • Promote risk and control awareness within the PAG US WM operations and serve as subject matter expert on organization-wide risk and control policies and procedures

  • Partner with various internal groups throughout PAG Asset and Wealth Management as necessary

  • Partner with operations and technology to automate risk and control activities

  • Recommend changes to improve management of risk, effectiveness of controls and their efficient execution

  • Provide input into strategic programs to ensure effective design and execution

  • Provide management metrics and reports on findings

  • Leads business resiliency controls and initiatives

Qualifications:

  • 10+ years' experience associated with Asset Management, Wealth Management business is preferred

  • Working knowledge of banking operations, financial services laws and regulatory environment preferred

  • Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes

  • Proven ability to anticipate and identify risks and effective mitigants

  • Adept at developing relationships with senior business executives with a reputation for partnering across organization lines to mitigate risks

  • Ability to adapt to changing business priorities; flexibility is key

  • Excellent communication skills, both verbal and written

  • Strong project management and critical thinking ability

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Asset & Wealth Management Portfolio Analysis Group Project Manager Associate

Jpmorgan Chase & Co.

Posted 7 days ago

VIEW JOBS 1/9/2019 12:00:00 AM 2019-04-09T00:00 Apply Now Asset & Wealth Management - Portfolio Analysis Group – Project Manager, Associate Req #: 180116531 Location: Brooklyn, NY,US Job Category: Operations Job Description: Description J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes. As one of the largest asset and wealth managers in the world, with assets under management of over $1.5 trillion, we provide global market insights and a range of investment capabilities that few other firms can match. Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first. This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions. Portfolio Analysis Group J.P. Morgan Asset Management's Portfolio Analysis Group ("PAG") is responsible for performance measurement and portfolio analytics for external clients. The group also serves as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and composite construction. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies. Key Responsibilities: * Working with the management team define overall transformation strategy, which will include reporting operating model, accountability model with businesses, business metrics, and knowledge management. * Oversee creation and maintenance of process maps, including documentation of current state processes, roles and responsibilities, metrics, key challenges and risks and initiatives under-way or in plan * Interact with business users, including senior managers, to understand key business processes and translate business requirements into technical solutions. * Partner with technology partners and SMEs to translate business requirements into approved test scripts. Monitor system enhancements through UAT testing, sign-off and implementation. Monitor system enhancements through UAT testing, sign-off and implementation. * Develop and modify training processes and materials and oversee training execution. * Complete required status reporting to communicate project rating, analyze results and troubleshoot problem areas/mitigate project risk. Qualifications * 3-5 years of related experience in Business Analysis, Business Management, Program Management or Controls * Background in Asset Management, Operations, Technology * Knowledge and experience with the analysis of investment performance and risk statistics a plus * Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes * Strong project management and critical thinking ability. Good organization and time management * Thoroughness and attention to detail, high level of accuracy, and strong work ethic * Good communication skills both written and oral * Ability to succeed in a fast-paced environment with rapidly evolving deliverables * Ability to adapt to changing business priorities; flexibility is key * Excellent oral and written communication and presentation skills - ability to summarize findings into concise high level points geared to the audience * Proven strategic, organizational, communication and diplomacy skills to work cross-functionally to influence others, drive results/change, and implement projects/processes with business, technology, vendors and other third parties * Must be self-driven, fast learner and delivery focused * Agile development methodology experience including JIRA like product * Excellent requirements gathering, analysis and solution development skills * Backlog development and prioritization, roadmap creation and maintenance * Experience with creation and execution of manual and automated test scripts * Wireframe / User Experience Design experience a plus * Experience executing training sessions for a product a plus * Experience with Excel, Access, PowerPoint, MS Project, Visio and SharePoint Jpmorgan Chase & Co. Brooklyn NY

Asset And Wealth Management, Portfolio Analysis Group (Pag) - Controls Officer, VP

Jpmorgan Chase & Co.