Asset Management
4 weeks ago
. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a EMEA Client Onboarding Management Vice President, you will manage the end-to-end implementation of Institutional Client mandates. You will successfully collaborate across our global business to support Client and business growth to provide an exceptional Client experience. This opportunity will allow you to leverage your project management expertise, operational knowledge, strong Client Service skills and analytical acumen. If you are able to demonstrate leadership, identify areas of opportunity and design/implement new operating models, this may be the role for you. You will join EMEA Client Onboarding Management team who are responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team work cross-functionally with senior representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter
experts in Investment Operations, Technology and Third-Party vendors.
Job responsibilities
Manages new account onboarding’s for Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates and additionally manages lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes Lead internal stakeholder and external Client meetings to ensure events are effectively scoped, manages and delivers within agreed timeframes providing an excellent level of Client service Complete and maintain event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents Perform control checkpoints and authorization of Client mandates prior to launch Is a functional subject matter expert who demonstrates a high degree of independent decision making and executes sound judgement Collaborate effectively across internal teams to leverage expertise, products and service delivery Lead on wider business support initiatives including New Business Initiatives (NBIA) Demonstrate strong communication skills through regular status reporting to key stakeholders Identifie proactively risk and control issues to prevent and mitigate risks Support the global client onboarding teams to develop best practice standards and consistency and Identify ways to improve processes/procedures to enhance the Client experienceRequired qualifications, capabilities, and skills
Lead a small team of professionals working as COMs as well as work as an individual contributor for various client mandates to create operational readiness A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment Trade flow knowledge from event inception, trade execution through to operational settlement A strong understanding of Fund Accounting, Transfer Agency and Custody Project Management experience with the ability to manage initiatives concurrently end to end Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients Excellent time management skills Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situationPreferred qualifications, capabilities, and skills
Asset Management or relevant Investment Banking, Wealth Management experience Ability to identify process improvements and implement appropriate changes using digital tooling . Python, Tableau, Alteryx-
Private Wealth Management Specialist
3 weeks ago
mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Private Wealth Management Specialist
3 weeks ago
mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund Raise Company: Integrow Asset Management Private Limited Location: BKC, Mumbai Number of openings – 2 Designation – Manager /AVP About Us: Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success...
-
Private Wealth Management Specialist
3 weeks ago
Mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Private Wealth Management Specialist
3 weeks ago
Mumbai, India Integrow Asset Management Full timeJob Title: Private Wealth Management Expert – Fund RaiseCompany: Integrow Asset Management Private LimitedLocation: BKC, MumbaiNumber of openings – 2Designation – Manager /AVPAbout Us:Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a...
-
Analyst, Asset Management
2 weeks ago
Mumbai, India Ares Management Corporation Full timeDescription Summary Ares Asia is currently searching for a highly motivated, diligent teammate to join as Analyst in Ares Asia Credit Group specializing in Asset Management and Investor Relations for their offices in Asia. With a Pan-Asian presence, Ares Asia, headquartered in Hong Kong is one of the largest credit-focused alternative investment...
-
Analyst, Asset Management
1 week ago
Mumbai, India Ares Management Corporation Full timeDescription Summary Ares Asia is currently searching for a highly motivated, diligent teammate to join as Analyst in Ares Asia Credit Group specializing in Asset Management and Investor Relations for their offices in Asia. With a Pan-Asian presence, Ares Asia, headquartered in Hong Kong is one of the largest credit-focused alternative investment...
-
Manager, Workday Configuration
1 day ago
Mumbai, India Brookfield Asset Management Full timeJob DescriptionPosition SummaryThe position is responsible for supporting, extending and Human Capital Management, Absence, Payroll operations and business reporting. They will lead as a thought partner for customer groups, advise on business requirements, and implement and maintain functionality to support service delivery and alignment of teams where...
-
Manager, Workday Configuration
2 months ago
mumbai, India Brookfield Asset Management Full timeJob Description Position Summary The position is responsible for supporting, extending and Human Capital Management, Absence, Payroll operations and business reporting. They will lead as a thought partner for customer groups, advise on business requirements, and implement and maintain functionality to support service delivery and alignment...
-
Manager, Workday Configuration
2 months ago
Mumbai, India Brookfield Asset Management Full timeJob Description Position Summary The position is responsible for supporting, extending and Human Capital Management, Absence, Payroll operations and business reporting. They will lead as a thought partner for customer groups, advise on business requirements, and implement and maintain functionality to support service delivery and alignment...
-
Manager, Workday Configuration
1 week ago
mumbai, India Brookfield Asset Management Full timeJob Description Position Summary The position is responsible for supporting, extending and Human Capital Management, Absence, Payroll operations and business reporting. They will lead as a thought partner for customer groups, advise on business requirements, and implement and maintain functionality to support service delivery and alignment...
-
Manager, Workday Configuration
1 week ago
Mumbai, India Brookfield Asset Management Full timeJob Description Position Summary The position is responsible for supporting, extending and Human Capital Management, Absence, Payroll operations and business reporting. They will lead as a thought partner for customer groups, advise on business requirements, and implement and maintain functionality to support service delivery and alignment...
-
Rm Mfd,mumbai
1 week ago
Mumbai, India Union Asset Management Full timeDepartment - MFD Channel - Job posted on - Feb 14, 2023 - Employee Type - Full Time - Experience range Range (Years) - 3 years - 5 years **Position Vacant** Relationship Manager/Senior Relationship Manager (IFA) **Organization Name** Union Asset Management Company Pvt. Ltd. **Job Location** **Job Description / Responsibilities** - Achieve Net AUM in...
-
IT Assets Management
1 month ago
Mumbai, India Jio Platforms Limited Full timeJob Description 1. Tracking of IT Assets Lifecycle 2. Assets Physical & Logical Comliance management 3. Effective handling & utilization of IT Asset inventories 4. Track and renew hardware and software maintenance agreements and warranties 5. Research equipments and softwares for recommendations on vendors, manufactures, product versions 6....
-
IT Assets Management
1 month ago
Mumbai, India Jio Platforms Limited Full timeJob Description 1. Tracking of IT Assets Lifecycle 2. Assets Physical & Logical Comliance management 3. Effective handling & utilization of IT Asset inventories 4. Track and renew hardware and software maintenance agreements and warranties 5. Research equipments and softwares for recommendations on vendors, manufactures, product versions 6. Perform...
-
Credit Analyst
3 weeks ago
mumbai, India Vivriti Asset Management Full timeRole - Credit AnalystLocation - MumbaiAbout the role:Part of Investment - Credit team at Vivriti Asset Management. Role would include portfolio investment, monitoring and research for various debt schemes to be managed by Vivriti AMC.Key Responsibilities:Fund deployment phase:Conduct due diligences, prepare investment notes, seek IC approvalsSeek, analyze,...
-
Credit Analyst
1 week ago
mumbai, India Vivriti Asset Management Full timeRole - Credit AnalystLocation - MumbaiAbout the role:Part of Investment - Credit team at Vivriti Asset Management. Role would include portfolio investment, monitoring and research for various debt schemes to be managed by Vivriti AMC.Key Responsibilities:Fund deployment phase:Conduct due diligences, prepare investment notes, seek IC approvalsSeek, analyze,...
-
Mumbai, India Ares Management Corporation Full timeDescription Summary: Ares Alternative Credit business has grown significantly over recent years and high caliber talent is needed to help support continued growth, improve processes and scale operations. The objective is to build out a team in Mumbai to provide operational support to the New York team. The positions, ranging from Senior...
-
mumbai, India Ares Management Corporation Full timeDescription Summary: Ares Alternative Credit business has grown significantly over recent years and high caliber talent is needed to help support continued growth, improve processes and scale operations. The objective is to build out a team in Mumbai to provide operational support to the New York team. The positions, ranging from...
-
Credit Analyst
3 weeks ago
Mumbai, India Vivriti Asset Management Full timeRole - Credit Analyst Location - Mumbai About the role: Part of Investment - Credit team at Vivriti Asset Management. Role would include portfolio investment, monitoring and research for various debt schemes to be managed by Vivriti AMC. Key Responsibilities: Fund deployment phase: Conduct due diligences, prepare investment notes, seek IC approvals...
-
Credit Analyst
1 week ago
Mumbai, India Vivriti Asset Management Full timeRole - Credit Analyst Location - Mumbai About the role: Part of Investment - Credit team at Vivriti Asset Management. Role would include portfolio investment, monitoring and research for various debt schemes to be managed by Vivriti AMC. Key Responsibilities: Fund deployment phase: Conduct due diligences, prepare investment notes, seek IC approvals...
