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Wealth Management - Asset Services Operations - Team Leader

Req #: 170096906
Location: Mumbai, MH, IN
Job Category: Asset Management
Potential Referral Amount: 20000 Indian Rupee (INR)
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.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.
Roles & Responsibilities –
Wealth Management, Asset services – Team Leader
Corporate actions – Any action taken by the company that impacts the price or quantity of shares issued by a company constitutes a corporate action. The objective of the team is to intercept voluntary and mandatory event notifications from custodians, interpret the notice and advise the end client with details. Client instructions are solicited on voluntary events and communicated to the custodian. Proceeds from the event are distributed to clients on the payment date and any cash or stock reconciliation issues are resolved. The team is expected to provide clarity on corporate action notices when solicited from the investor and client services groups. The team is expected to partner with stakeholders like onshore teams, custodians and various team in the private banking department
Class actions – The objective of the team is to intercept class action notices provided by authorized information services providers, analyze the information and present it to the end client. Client participation is solicited and claims are filed with the claims administrator. The team is expected to analyze rejected claims and crediting cash/stock proceeds to the end client. Other requirements include liaising with the information vendor, claims administrators and global team to seek clarity on complex class action litigations.
1)       Excellent Communication Skills.
2)       Good Analytical skills with an attention to detail, Quick Grasping and Retention.
3)       Coordination and Team work
4)       Time Management, Flexibility & Adaptability to changes.
5)       Willingness to work in ASIA & EMEA shifts.
6)       Exception Handling & Subject Matter Expertise, Challenges status quo,.
  • Graduate with 2 -3 years of experience in corporate actions.
  • Detail Orientation – Critical function. Need eye for detail and there is zero tolerance to oversight mistakes.
  • Strong Client Focus. Strong time management and ability to coordinate with various teams to action items on a tight deadline.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements.
  • Strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively and assist Client Service Specialists / Front Office Groups / Middle Office Groups with queries/investigations.
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
  • Control orientated and Risk awareness is essential. Understand Operational Risks to reduce risk profile.
  • Ability to influence others for providing support and work under pressure independently.
  • Desire to make an impact. Self-Starter, Confident and Proactive
  • Track record of successful project completion working in a team
  • MS Office
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