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Wealth Management - IFS - Team Leader

Req #: 170117921
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.

KEY PERFORMANCE AREAS

  • Responsible for preparing financial statements for multiple entities for US Domestic/International Trusts
  • Knowledge of basic accounting concepts is a MUST
  • The role will need liaison with onshore partners for timely resolution of accounting queries
  • Able to handle simple to moderately complex issues related to the accounting.
  • Able to meet service level standards for timeliness and accuracy.
  • Able to prepare annual, triennial or intermediate type accountings with little or no assistance.
  • Make appropriate adjustments to accountings to resolve issues and balance.
  • Must clearly understand account transactions and what schedule they belong on.
  • Able to process fee calculations for any state that requires unique calculations.
  • Review accounts prepared by processors.

 

MINIMUM REQUIREMENTS

·         Knowledge of Accounting is essential with at least 4-5 years experience in Finance industries.

  • SME in Tax/Accounting/Admin functions
  • Understands Risk and Conrols related to process and is able to effectively manage it.
  • Complies with service level standards for timeliness and accuracy.
  • Accuracy and attention to detail are mandatory
  • Strong interpersonal skills
  • Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements
  • Be a strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • A proactive approach to problem solving, taking ownership of work
  • Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization

KEY PERFORMANCE AREAS

  • Responsible for preparing financial statements for multiple entities for US Domestic/International Trusts
  • Knowledge of basic accounting concepts is a MUST
  • The role will need liaison with onshore partners for timely resolution of accounting queries
  • Able to handle simple to moderately complex issues related to the accounting.
  • Able to meet service level standards for timeliness and accuracy.
  • Able to prepare annual, triennial or intermediate type accountings with little or no assistance.
  • Make appropriate adjustments to accountings to resolve issues and balance.
  • Must clearly understand account transactions and what schedule they belong on.
  • Able to process fee calculations for any state that requires unique calculations.
  • Review accounts prepared by processors.

 

MINIMUM REQUIREMENTS

·         Knowledge of Accounting is essential with at least 4-5 years experience in Finance industries.

  • SME in Tax/Accounting/Admin functions.
  • Understands Risk and Conrols related to process and is able to effectively manage it.
  • Complies with service level standards for timeliness and accuracy.
  • Accuracy and attention to detail are mandatory
  • Strong interpersonal skills
  • Detail Orientation – Function is critical from impact perspective. Need eye for detail and there is zero tolerance to oversight mistakes.
  • Analytical - Ready to analyze the process flows and ideate on operational improvements
  • Be a strong team player and must have the capability to build good working relationships with cross functional/geographical teams.
  • A proactive approach to problem solving, taking ownership of work
  • Communication (Spoken – Assertiveness & Written) – Ability to communicate effectively
  • Adaptability - Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
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