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seekers for AWM - Wealth Mangement Operations - Client Tax Analys

4.00 to 7.00 Years   Bangalore   16 Aug, 2022
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxSales / BD
EmploymentTypeFull-time

Job Description

    J.P. Morgan Asset & Wealth Management, with client assets of $2.4 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. Tax Cost is responsible for updating acquisition cost, acquisition date and tax code to securities transferred at lot level. In addition team is responsible for applying specified lots to sales & transfers.,

Keyskills :
fixed incomemoney marketwealth managementfamily partnershipsinvestment managementtaxsalesloansretailwealthoffersbanking

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