Custody Middle Office Manager-Newark,DE
Company Name:
JPMorgan Chase
##
job
Description
Description:
The Custody Middle Office team supports the Private Bank's Investor
community
- Bankers, Investor Relations, Client Service, and Marketing teams by servicing the Private Bank's core custody product as well as various additional ad-hoc support to various operations teams as well as the International Private Bank.
The successful candidate will be required to quickly learn, understand and support as needed, various aspects of the Custody team including but not limited to Third party custody, Memo posting, RFP support, VPR (portfolio reporting), Foreign account structure, Data feeds and flows and Reconciliation and Reporting. The candidate will be called upon to support and oversee various functions within the custody team and provide additional backup support of other functions that provide solutions to internal clients and investors regarding both Custody products and other products and processes offered by the Private Bank.
Responsibilities:
Support and oversight of various aspects of the Custody offering within Private Bank.
Interface with CSG, Front office or clients relating to functional aspects of the Custody team as required.
Lead the development and review of funded and unfunded projects within the Custody space, documenting test plans, and coordination of UAT.
Assist in the development of web based marketing materials and internal training materials.
Document procedures and process flows, and ensure they are kept accurate
Respond to inquiries from vendors, clients and internal contacts as required.
Compile MIS data for management.
## Qualifications
Required:
Client service and/or Operational experience
Strong interpersonal, communication and presentation skills
Process driven, and at ease with technology and client account reference data
Experience in workflow analysis and documentation
Minimum intermediate level Excel skills
Preferred:
Experience within Asset/Wealth Management
Understanding of Private banking and Private banking operations
Experience interfacing with outside vendors (i.e. Custodians, Fund Companies/Administrators)
Exposure to international offices and procedures
Experience with cost basis reporting and requirements
Microsoft Suite of applications proficiency
Intermediate level Access skills
JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran.
Job: Asset Management
Primary Location: US-DE-Newark-MCC - Ops 3 / 00768
Organization: ASSET MANAGEMENT
Schedule: Full-time
Job Type: Standard
Shift: Day Job
employee
Status: Regular
Req ID: 140026678Estimated Salary: $20 to $28 per hour based on qualifications.
JPMorgan Chase
##
job
Description
Description:
The Custody Middle Office team supports the Private Bank's Investor
community
- Bankers, Investor Relations, Client Service, and Marketing teams by servicing the Private Bank's core custody product as well as various additional ad-hoc support to various operations teams as well as the International Private Bank.
The successful candidate will be required to quickly learn, understand and support as needed, various aspects of the Custody team including but not limited to Third party custody, Memo posting, RFP support, VPR (portfolio reporting), Foreign account structure, Data feeds and flows and Reconciliation and Reporting. The candidate will be called upon to support and oversee various functions within the custody team and provide additional backup support of other functions that provide solutions to internal clients and investors regarding both Custody products and other products and processes offered by the Private Bank.
Responsibilities:
Support and oversight of various aspects of the Custody offering within Private Bank.
Interface with CSG, Front office or clients relating to functional aspects of the Custody team as required.
Lead the development and review of funded and unfunded projects within the Custody space, documenting test plans, and coordination of UAT.
Assist in the development of web based marketing materials and internal training materials.
Document procedures and process flows, and ensure they are kept accurate
Respond to inquiries from vendors, clients and internal contacts as required.
Compile MIS data for management.
## Qualifications
Required:
Client service and/or Operational experience
Strong interpersonal, communication and presentation skills
Process driven, and at ease with technology and client account reference data
Experience in workflow analysis and documentation
Minimum intermediate level Excel skills
Preferred:
Experience within Asset/Wealth Management
Understanding of Private banking and Private banking operations
Experience interfacing with outside vendors (i.e. Custodians, Fund Companies/Administrators)
Exposure to international offices and procedures
Experience with cost basis reporting and requirements
Microsoft Suite of applications proficiency
Intermediate level Access skills
JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran.
Job: Asset Management
Primary Location: US-DE-Newark-MCC - Ops 3 / 00768
Organization: ASSET MANAGEMENT
Schedule: Full-time
Job Type: Standard
Shift: Day Job
employee
Status: Regular
Req ID: 140026678Estimated Salary: $20 to $28 per hour based on qualifications.
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