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CIB - Securities Services Operations - Project Manager Change Management - Vice President

8.00 to 12.00 Years   Mumbai City   23 Jun, 2021
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSBU Head / CEO / Director
EmploymentTypeFull-time

Job Description

Leverage your unique background, experiences and skills to help innovate and add valueDiversity and Inclusion are the cornerstones of JPMorgan Chase s corporate culture. We recognize that we gain strength from a diverse workforce and embrace our differences. We are committed to a culture of openness and meritocracy, and believe in giving every individual an opportunity to succeed while bringing their whole selves to work. Every unique skill, perspective and experience is valued irrespective of background, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. Different perspectives built on diverse experiences bring strength and creativity to our work and lead to the best solutions for our clients. If you re passionate, curious and ready to make an impact, we re looking for you to help us grow and position our businesses for the future.What to expect:Funds Services Transformation function sits within Securities Services Operations & partners with multiple operations, change, product development & technology teams to ensure successful delivery of multi-year, cross-functional strategic program agenda. The team is responsible for Transformations Projects, Efficiency agenda, new product and functional changes delivered by different technology platforms and team and ensuring quality testing of the product releases before moving into production. Responsible for Business Analysis and project management for multiple services within JPMC fund accounting business. e.g Fund accounting, Transfer Agent, Reconciliation, Financial Reporting, Static Data , Trades , COAC & Income. The role involves detailed analysis of business, understand and analyze different opportunities in the Fund Accounting business. Change person should be able to conduct process study, analyze and identify opportunities for tactical and strategic automation, elimination of manual processes, operational efficiencies and other value add areas.The team has a global remit and will work with all the local Client Centre, utilities, Fund Admin and the Accounting Centre leads/teams across locations to agree and implement a future operating model and architecture that will significantly reduce operating costs and time to deliver. It will improve delivery and experience for all Fund Service Clients. This is a leadership role within a project delivery team that partners with technology & product development to design, develop and implement enhanced solutions in relation to taxation services &/or financial reporting services.To succeed in this role you must have Analysis, documentation and coaching skills gained from experience in the finance industry, ideally in a back office environment within accounting services &/or financial reporting. You will be a highly organized individual who thrives in a demanding and fast paced work environment. Your leader will seek your expertise and give you the support to achieve.About you:Your roles & responsibilities will include:

  • Working in a Strategic Projects setting applying an AGILE methodology, the responsibilities include: Elicitation, documentation and validation of requirements
  • Solution Assessment & Validation Working with project team members and stakeholders to assess proposed solutions and operating models
  • Change Management including creation of the implementation plan, coordination of implementation activities including user access, user guides, training manuals, delivery of training, control updates and sign offs
  • Liaise with post NAV Reporting functions to study existing processes, systems and capabilities with ability
  • Understanding of Client Reporting- Financial Reporting (primary), Performance and Compliance functions (secondary)
  • Ability to understand financial aspects of balance sheets, accounting, tax, client adjustments
  • Understand the impact of a variety of client fund structures in the context of system static data setup.
About your skills & experience:
  • Specialize in capital markets: Project implementation in Custody and Fund Services areas of Fund Accounting, Trading, Reconciliations, Client and Financial Reporting (any one)
  • Organizational & Analytical Skills: Project Management, Automations, Quality & Risk management, Oversight and control, Transition Management (testing, designing processes, documenting), Process Management (implementing, Monitoring, improving), Operation Management (reviewing, Controlling, reporting), Stakeholder Management
  • Financial Knowledge: Understanding of General Ledgers, P&L, Tax, Trial Balances, Balance Sheet, NAV calculation, securities- Equities, FI, Derivatives
  • Business Analysis: Change Management, Requirements documentation, Analysis, Test Cases writing and Testing, Project coordination, Agile methodology, Story Writing
  • Technical: Exposure to Data Science, Data Analytics and BI tools such as Alteryx and Tableau, Excel, MS Office, understanding of applications front end/back end, sql
About your qualifications:
  • Degree level qualification in Accounting, Mathematics, Economics, Statistics or Finance or similar discipline. Some with Chartered Accountant background is preferred
  • Current progress towards or completion of a relevant postgraduate qualification such as Graduate Diploma in Applied Finance and Investment, Masters Degree, Certificate in Investment Performance Measurement, or Chartered Financial Analyst (CFA) Charter preferred
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Keyskills :
deliveryproject managementcustomer relationsreportingjavachartered financial analystms officetest casesback officestatic datadata science

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