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Wealth Management - DE Tax Cost - Operations Analyst

Req #: 170093966
Location: Mumbai, MH, IN
Job Category: Asset Management
Potential Referral Amount: 5000 Indian Rupee (INR)
Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.




Wealth Management - COB KYC US Operations Analyst



Primary responsibility is to perform KYC.  



  • The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation.
  • Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process.
  • Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms reviewing clients’ constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable.
  • Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners.
  • Undertake quality review of clients’ KYC records
  • Manage and facilitate client due diligence, including coordinating the participation of JPMorgan  stakeholders who have KYC responsibilities
  • Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues



MINIMUM REQUIREMENTS Responsible for preparing tax returns/preparing accounting/account administration activities.


·         Able to prepare moderate to complex tax returns with limited supervision.

·         This role requires meticulous attention to detail.

·         An acute awareness of the high risk, time critical and complex nature of the Private Banking environment.

·         An ability to work under pressure and to meet tight deadlines is essential.

·         Flexible to work overtime and on holidays.

·         Flexible to work night shifts to support US Clients and Business Partners.

·         Good knowledge of Microsoft Word, Excel and accounting packages.

·         Ability to work in a deadline driven environment

·         A proactive approach to problem solving, taking ownership of issues and having the determination to follow things through

·         Client focused

·         Good time management skills

·         Uses initiative & readily questions

·         Must be very detailed oriented.

·         Excellent written & spoken English communication skills.

·         Multi-tasking quality

·         Strong Analytical and problem-solving skills

·         Ability to understand and articulate business goals

·         Needs to have strong Tax related product knowledge and background

·         Knowledge of the operating and compliance standards and audit requirements of the department

·         Worked in an automated Processing environment.

·         Inter-CA / CA / CPA / CFA (US) with 1-3 years of experience in the Tax / Accounting services industry. Must have prior U.S. trust tax experience.

·         Tax services experience required, Private Banking operations experience would be beneficial.


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