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  • 4 - 5 Years
  • Posted : above 1 month

Job Description:

AWM Analyst Business Management Req # 190063843

Location Mumbai, MH, IN

Job Category Project Management

Overview JP Morgan is a global leader in asset and wealth management services The Asset & Wealth Management line of business serves institutional, ultra-high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses With client assets of $28 trillion and assets under management of $20 trillion, we are one of the largest asset and wealth managers in the world

Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients interests first This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf The Asset & Wealth Management business is also guided by its strategic objective and business priorities

To partner with the GF &BM AWM Leadership team in ensuring proper functioning of businesses on a day to day basis and also facilitate the implementation of local and global initiatives across business groups

Role Description

Local Initiatives & Responsibilities

Project Management

Act as a co-ordination point for all off-shoring initiatives

Hold regular touch-point calls/meetings with the onshore and the offshore stakeholders to closely track the progress of projects per the timelines mentioned therein

Engage key parties from both the onshore and offshore location early on and continue to liaise with them throughout the lifecycle of the project

Assist in setting up the infrastructure from a technology standpoint for setting up new functions

Risk & Control

Partner with the Risk Management teams in executing various risk & control initiatives

Ensure all the BCP documentation are completed in a timely and efficient manner

To partner with Compliance to ensure adherence to PAD policies, completion of mandatory trainings etc

Financial discipline

To coordinate with the leads and facilitate forecasting on a regular basis and ensure the expenses are in control with proper justification

To facilitate the Budgeting exercise and ensure that the budget is drilled down to the appropriate cost center levels

Regular interaction with GF&BM Finance team and review the financials as appropriate

Control Initiatives

To partner with the Control agenda lead in executing the 2020 action plan part of control governance framework

To facilitate the overall audit process (internal / external) with a focus on continuously improving documentation (SOPs), resiliency, adherence to CSA, etc

Efficiency / CLS

Facilitate the tracking & reporting of Shrink & Grow on a monthly basis with HC reconciliation as necessary

To support AWM Efficiency initiatives & drive the various strategic and tactical projects


Provide business / management updates for key stakeholders (Team statistics attrition, demographics, experience etc)

Facilitate cross-functional forums (OBT, Town halls, Signature events etc)

Skill Sets

The individual needs to possess great engagement, communication skills as he/she would be constantly required to communicate with senior management and stakeholders across locations

Project management & prioritization skills - ability to work through change

Ability to deliver against tight deadlines with high quality

Customer centric and result oriented

Needs to possess great project management skills to execute various local and global initiatives

Needs to have an eye for detail and good analytical skills

Proactive, self-starter with an ability to drive things independently

Good Excel, presentation skills is a must an added advantage will VBA skills, understanding of Macros

4-5 years of experience in project management and business controls

Understanding of the AWM business, various asset classes and investment products is desirable

Qualified professional (MBA or any post graduate degree)

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 07th Jan 2020

Key Skills:

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