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  • 0 - 3 Years
  • Posted : above 1 month

Job Description:

Wealth Management - PB Tax Operations - Team Member Req # 190065497

Location Mumbai, MH, IN

Job Category Asset Management

JP Morgan Asset & Wealth Management, with client assets of $26 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

Tax Cost responsible for updating cost basis information at lot level on securities transferred which include acquisition cost, acquisition date and tax code This information eventually flows into client tax forms like 1099 B as it helps in gain/loss calculation

It involves updating the above information for the products like

Equities
Bonds

Money Market Funds

Mutual Funds

Candidate should posses strong knowledge on securities & financial market

Candidate should have at least basic understanding of Accounting

Proficiency level (1 being novice, 2 being skilled, 3 being expert)

US tax- 2
Securities knowledge- 2
MS Excel 2
Communication Spoken & Written 3

This role requires meticulous attention to detail
Ability to manage operations in absence of PM

An acute awareness of the high risk, time critical and complex nature of the Asset management OPS environment, an ability to work under pressure and to meet tight deadlines is essential

Flexible to work overtime, night shift and on holidays

Knowledge of Microsoft Word, PowerPoint and Excel

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

An appreciation of control and quality issues

Knowledge of Investment products

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

Worked in an automated Processing environment

Banking Operations experience required, Private Banking operations experience would be beneficial

Knowledge of Investment products

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

Worked in an automated Processing environment

Banking Operations experience required, Private Banking operations experience would be beneficial

Ensuring documentation is updated at all times

Taking process trainings for new joiners

Handling process queries escalation

Client engagement

Driving process improvements

Building synergies across processes

Ensuring MIS are completed as per the deadlines

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 07th Jan 2020

Key Skills:

Company Profile:

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