Investment Private Banking

2 weeks ago

Mumbai, India JPMorgan Chase Bank, N.A. Full time

**About the team**: IPB Tax team reconciles the banking system with the tax system for producing UK/Indonesia/France Tax Reporting and does US Tax With-holding for non-resident alien clients having US source income. The team also ensure US reports 1042/1099 are issued timely and accurately.

Minimum Experience

What kind of experience level is required for this role? Also mention if any kind of organization you prefer to be hired from.
- Knowledge of securities, trade settlement
- Understanding US Tax jurisdiction (1042/1099 reporting, FATCA/NRA)
- Knowledge of corporate actions, security transfers would be preferred.
- Team management
- Performance Mangement
- 7-8 years of relevant work experience

Detailed Responsibilities
- Reconciling the banking/accouting system with the tax system for client and Tax Authority for multiple jurusdictions like as US, UK, German, Indonesia, FATCA, CRS, etc.
- Reviewing transaction feed across product/security types and tax withholding review and remittance to tax authority for various markets like Belgium,US, German, Sweden etc.
- Liaising with various upstream operations team like Asset Servicing, middle office trade Support and Derivatives, Securities transfers, Hedge Funds etc. for transaction corrections etc.
- Liaising with Tax Tech, Tax Projects and Business for system enhancement and support tax reporting for new products
- Maintain high standards and follow all process controls with no lapses.Pre empt process gaps and implement controls
- Handle issues independently and escalate to management if required
- Interact with different stakeholder to resolve process issues and play key role in adding process controls
- Suggest process enhancements, possible automations for better controls, perform periodic risk and controls analysis with the team for process risk valuation
- Ensuring connect with the team including periodic check in and performance discussions.

Technical Ski lls

What kind of technical skills you want the individual to have? Also mention the proficiency level (1 being novice, 2 being skilled, 3 being expert).
- Financial securities - 2
- Tax - 2
- MS Excel - 2
- Communication - Spoken & Written - 3

Skills and other requirements
- Have strong communication skills (written and verbal)
- Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
- Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
- Result oriented, accepting responsibilities and challenges that take them outside their comfort zone.
- Proficient with JIRA, Visio and MS Office Tools (Excel & Powerpoint)
- Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
- Challenges processes and finds better ways of doing things
- Creates an environment orientated to trust, open communication, creative thinking & cohesive team effort.
- Motivates & inspires team members
- Led by setting a good example (role model) - behavior consistent with words
- Coaches, trains and grooms team members for growth

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  • Investment Banking

    6 days ago

    Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time

    **Job ID**: Investment Banking **Role**: Investment Banking (ECM Sourcing & Execution) **Department**: Investment Banking & Corporate Advisory **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Investment Banking & Corporate Advisory **No of Position Vacant**: 1 - This...

  • Investment Banking

    2 weeks ago

    Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time

    **Job ID**: Investment Banking (IPO) **Role**: Investment Banking (IPO) **Department**: Investment Banking & Corporate Advisory **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Senior Manager to Associate Vice President **Reporting structure for the position**: Head - Investment Banking & Corporate Advisory **No of Position Vacant**:...

  • Private Investments Due Diligence

    5 days ago

    Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using investment research skills. You have found the right team As the Due Diligence professional in our Private Investments team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Develop and maintain a high level of...

  • Investment Banking Associate

    Found in: Whatjobs IN C2 - 2 days ago

    mumbai, India Steer Advisors Full time

    Company DescriptionSteer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Origination – Investment Banking

    Found in: Whatjobs IN C2 - 1 week ago

    mumbai, India Arin Consultancy Private Limited Full time

    Job Description Role : Origination – DCM Department : Investment Banking & Credit Solutions Key Responsibilities:• Originate debt deals across the debt spectrum viz DCM, bank loans, structured credit & private credit• Developing new client relationships and maintain existing relationships with Large and Mid Corporates•...

  • Investment Banking Associate

    Found in: Appcast Linkedin IN C2 - 3 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Investment Banking Associate

    Found in: Talent IN 2A C2 - 2 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Investment Banking Associate

    Found in: Whatjobs IN C2 - 2 days ago

    Mumbai, India Steer Advisors Full time

    Company Description Steer Advisors is an investment banking and corporate advisory firm based in BKC, Mumbai. We have a strong presence across India, USA, Germany, and Israel, and specialize in various sectors including consumer products/services, consumer electrical, building products, materials and equipment, financial services, and industrial and...

  • Investment Banking- SVP

    Found in: Whatjobs IN C2 - 1 week ago

    mumbai, India Vitasta Consulting Pvt Ltd Full time

    JD for Responsibilities:    Origination and execution of end to end ECM, Private Equity and M&A deals i.e. understanding the business requirements, financial ability, and objectives, and use market and technical knowledge to identify and articulate investment opportunities.  Map new markets of potential interest, and identify potentially...

  • Relationship Manager

    Found in: Talent IN C2 - 2 weeks ago

    Mumbai, India Riverforest Connections Private Limited Full time

    PositionRelationship Manager Private Banking JobPurposeToenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniquesRole &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products.Ensure Customer level...

  • Investment Banking

    2 weeks ago

    Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time

    **Job ID**: Investment Banking (ECM Sourcing & Execution) **Role**: Investment Banking (ECM Sourcing & Execution) **Department**: Investment Banking & Corporate Advisory **Location**: Andheri East, Mumbai, Maharashtra **Designation**: Senior Manager to Associate Vice President **Reporting structure for the position**: Head - Investment Banking &...

  • Opportunity with An Investment Bank: Cmt

    1 week ago

    Mumbai, India Skillventory Full time

    **Opportunity with an Investment Bank: CMT - Global Markets **&** FTO - AVP**: - From 8 to 12 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** **Role & Responsibilities**: Create value for the organization by leading complex Projects independently, driving regulatory and strategic change initiatives - Own...

  • Private Bank Life Insurance and Annuity Associate

    2 days ago

    Mumbai, India JPMorgan Chase Bank, N.A. Full time

    You are a strategic thinker passionate about driving solutions in Life Insurance **.** You have found the right team As a Private bank Life Insurance and Annuity Specialist you you will spend each day defining, refining and delivering set goals for our firm. The **Private Bank Life Insurance and Annuity Specialist** (Associate) will support the Private Bank...

  • Investment Banking Analyst

    Found in: Whatjobs IN C2 - 1 week ago

    mumbai, India FundEnable Full time

    Job Title: Investment Banking AnalystLocation: Mumbai - Goregaon EastPosition Type: Full-time, On-siteSalary: ₹6,00,000 per annum (Cash in hand)About Us: FundEnable is a dynamic and innovative investment banking firm committed to delivering comprehensive financial advisory services to our esteemed clients. Our expertise lies in guiding businesses...

  • Commercial Real Estate Specialist

    Found in: Talent IN 2A C2 - 1 week ago

    Mumbai, India GrowthAlly Advisors Private Limited Full time

    GrowthAlly is one of the fastest-growing Investment Banking Companies in India founded by ex-bankers and Investment Bankers and has offices in Mumbai, Bengaluru, Pune, Raipur & Gurugram.The role is ideal for those who have aspirations to build their career in the world of Investment Banking / financial management most professionally. The role has a perfect...

  • Investment Banking Analyst

    Found in: Whatjobs IN C2 - 1 week ago

    mumbai, India FundEnable Full time

    Job Title: Investment Banking Analyst Location: Mumbai - Goregaon East Position Type: Full-time, On-site Salary: ₹6,00,000 per annum (Cash in hand) About Us: FundEnable is a dynamic and innovative investment banking firm committed to delivering comprehensive financial advisory services to our esteemed clients. Our expertise lies in guiding businesses...

  • Investment Banking Analyst

    Found in: Appcast Linkedin IN C2 - 1 week ago

    Mumbai, India FundEnable Full time

    Job Title: Investment Banking AnalystLocation: Mumbai - Goregaon EastPosition Type: Full-time, On-siteSalary: ₹6,00,000 per annum (Cash in hand)About Us: FundEnable is a dynamic and innovative investment banking firm committed to delivering comprehensive financial advisory services to our esteemed clients. Our expertise lies in guiding businesses...

  • Investment Banking Analyst

    Found in: Talent IN 2A C2 - 1 week ago

    Mumbai, India FundEnable Full time

    Job Title: Investment Banking AnalystLocation: Mumbai - Goregaon EastPosition Type: Full-time, On-siteSalary: ₹6,00,000 per annum (Cash in hand)About Us: FundEnable is a dynamic and innovative investment banking firm committed to delivering comprehensive financial advisory services to our esteemed clients. Our expertise lies in guiding businesses...

  • Asset & Wealth Management, Private Credit Investing, Associate, Mumbai

    Found in: Talent IN C2 - 2 weeks ago

    Mumbai, India Goldman Sachs Full time

    ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...

  • Asset & Wealth Management, Private Credit Investing, Associate, Mumbai

    Found in: Whatjobs IN C2 - 1 week ago

    mumbai, India Goldman Sachs Full time

    ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...