Trading Lifecycle Associate

1 month ago

Mumbai, India JPMorgan Chase & Co. Full time

Build your career in Trade Lifecycle while working in the world’s most innovative bank which values creativity and excellence

Job Summary: 

As a member of our Marketing Materials Team under the Client Reporting Group, we look first and foremost for people, who are passionate around solving business problems through a logical mindset and innovation. We embrace a culture of experimentation and constantly strive for improvement and learning. You will work in a collaborative & trusting environment that encourages diversity of thoughts and creative solutions that are in the best interest of our customers globally.

Client Reporting supports Wealth Management Line of Business, partnerswith internal stakeholders to collect pertinent data, and coordinates production of factsheets with third party vendors. Process is done on both, a monthly and quarterly basis.

Factsheets  are marketing materials leveraged by Advisors for conversations with both prospective and invested clients. The documents provide clients with various insights and metrics into the fund or investment strategies.

Job Responsibilities:

Support the global vision, goals and objectives, define requirements, and prioritize delivery in order to maximize the business value of the investment. Manage expectations from the business across Asia, EMEA and Americas to onboard, standardize and govern the Client reporting management process. Manage and support aspects of client reporting & factsheet lifecycle for various business groups and processes. Partner with Operations and Technology and drive teams toward robust set of delivery milestones. Understand and mitigate risks, bottlenecks, and inefficiencies in product development lifecycle. Demonstrate governance by ensuring that: (a) work streams and initiatives are tracked and actively managed, (b) KPI’s are agreed, measured, and tracked, (c) deliverables are properly prioritized and sequenced, (d) risks are addressed and status measured, and (e) deliveries are successful. Develop clear documentation of the scope, business requirements, use cases, workflows, wire-frames, and other materials as needed to support UX research, design and development Develop and maintain deep relationships with delivery partners across including senior leaders in the Business, Technology, Design, Operations, and control functions across lines of business. Embody true “customer-obsession” in identifying and leveraging user data, industry trends, and varying forms of user feedback to shape our design and roadmap.

Required qualifications, capabilities and skills:

8 or more years of experience in operations management or program management assisting in strategic or transformational change strongly . Working experience in any marketing materials is strongly preferred. Relevant experience in Wealth Management, Asset Management, Digital Banking, or a closely related business required. Experience in managing process delivery & BAU across multiple workstreams with varying timelines, priorities, and complexities. Demonstrated ability to manage tight delivery timelines, and ensure our organization is on track to execute and deliver strategic change that meets our goals. Proven ability to execute via successful internal partnerships with other lines of businesses, with the ability to influence people at all levels across a broad variety of job functions. Excellent leadership skills – of product, programs, projects, teams and/or employees. Structured thinker, effective communicator with excellent written communication skills. Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence. Strong understanding of different development methodologies (., Agile, Waterfall). Strong Oral and written communication Bachelor’s degree or equivalent experience required.

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