hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

AWM - Trust & Estates- Analyst/ Associate

3.00 to 5.00 Years   Mumbai City   06 Dec, 2022
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaFinance / Accounts / TaxSales / BD
EmploymentTypeFull-time

Job Description

    Asset Management India Client & Product teams cover functions that span across the entire lifecycle of a client. Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics. The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies. The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services. JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful. The current opening is within Trust & Estates .The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 200 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals. Role Overview We are looking for a dynamic individual, with a keen interest in understanding various aspects of the Trusts & Estates business, and delivering exceptional results, to join our Trusts & Estates team in Mumbai, India as an Analyst. This role will involve assisting the Trusts & Estates team in the US with various tasks in the client onboarding process. Key Responsibilities:
    • Review account opening forms and supporting documents and update account/client information, terms, fees, etc. in coordination with the US coverage team
    • Interpret the governing instrument and applicable law in order to establish account records, including payment and fee schedules
    • Ensure all aspects of the accounting opening processes are complete by following checklists
    • Conduct QA/QC checks on new account codings
    • Validate appropriate account codings are in place
    Essential Skills & Experience
    • Bachelor s degree required
    • 3+ years of experience in financial services industry with exposure to various aspects of managing client information
    • Technical skills experience and interest in working with data and systems, understanding how various components of data work together, ability to interpret and translate information in emails/docs into data
    • Problem Solving/Risk Management - takes initiative, exhibits critical analysis and judgment
    • Teamwork/Personal Effectiveness - clear and concise communication, time management, learning and adaptability
    • Interpersonal skills - develop relationships with colleagues within the team in India and the Global Trusts & Estates Practice
    • Previous experience working in the Trusts & Estates space a plus
    ,

Keyskills :
small businessaccount openingasset managementsales supportservice deliverytime managementdata management

APPLY NOW

AWM - Trust & Estates- Analyst/ Associate Related Jobs

© 2019 Hireejobs All Rights Reserved