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Wealth Management - CMO - Operations Analyst

Req #: 170104277
Location: Bangalore East, KA, 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.

  • PURPOSE

    ·         The purpose of the job is to do quality check on work completed by both onshore and offshore team on a daily basis as well as capture the number of requests processed for the MIS/Reporting purposes.  Should be able to build & sustain high performance team by managing expectations, building rapport & good professional relationships.

     

    KEY PERFORMANCE AREAS AND % TIME

    • Support the team in their mission to provide top quality operations.
    • Gain end to end knowledge of the process & as an SME, assist the team in resolving their queries on various request types & involve in effective transfer of knowledge.
    • Ability to handle all miscellaneous requests related to the process & assist the team with research & investigation as required.
    • Ability to review the SOPs of the process & incorporate the necessary changes/updates as required.  Sharing the updates/changes made effectively with the team.
    • Ensure to document procedures and identify requirements for additional controls as required.
    • Ensure effective transfer of knowledge.
    • Good on MIS & Reporting requirements.
    • Should be able to effectively manage performance of the team by coaching/providing feedback, influencing & build good rapport.
    • Ability to resolve conflicts, negotiate & manage difficult conversations.
    • Good in problem solving & decision making
    • 100 % adherence to procedures to ensure that there is not bad client experience.
    • Ensure adherence to operational procedures to complete task in an accurate and timely manner.
    • To provide processing support for effective and efficient process delivery.
    • Maintain optimal Productivity & Accuracy levels for the team as defined for the process.
    • Ensure timely follow-ups on the pending/ageing requests, if any by the team.
    • Ensure that all requests are completed by the team before cutoff and there is no SLA miss.
    • Ensure the capturing of the details of the requests processed on a daily basis for the MIS/Reporting purposes.
  • MINIMUM REQUIREMENTS

    ·         Minimum qualifications Graduate (Bachelor’s Degree in Commerce/other related background) with ability to lead a group of individuals & effectively manage their performance.

    ·         Minimum experience Min 3+ years experience in Financial Services environment

    ·         Key competencies must indicate competencies essential to do the job:

    o    People, Performance & Relationship Management. Foster team work & build high performance team.

    o    Ensure team’s adherence of operational procedures to complete task in an accurate and timely manner.

    o    Ability to coach, provide timely feedback & guide the team.

    o    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 shifts (primarily NA), overtime and on holidays.
      • Knowledge of MS Word, MS Excel, MS PowerPoint & MS Outlook.

    o    Ability to work in a deadline driven environment.

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

    o    Client focused.

    o    Good time management skills

    o    Uses initiative & readily questions.

    o    Must be very detailed oriented.

    o    Excellent written & spoken English communication skills.

    o    An appreciation of control and quality issues.

    o    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.
      • Have positive outlook and a desire to stretch themselves & team to achieve both personal and functional success.
      • Risk aware & Control orientated.
      • Escalate timely as & when required.

    o    Support the team in their mission to provide top quality operations.

    o    Document procedures and identify requirements for additional controls.

    o    Completion of daily checklist and reporting.

    o    Establish excellent relationships with various internal departments and external parties with whom interaction is required.

    o    Actively work with the team to resolve exceptions. Prepare case notes and discuss learning's with team.

    o    Look for opportunities to improve process efficiency.

     

     

     

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