Wealth Management Operations
2 months ago
This team monitors JPM Private Bank exposures (including loans, mortgages & derivatives) secured by financial assets, such as equities, fixed income products and other asset types.
The functions performed by this team are critical to protecting the bank from potential credit losses.
Working closely with the Lending Solutions, the team is also responsible for a wide range of functions such as administration and monitoring of PB Asia credit facilities in line with corporate credit policy, review & monitoring of credit covenants, transaction approval and other special monitoring requirements as well as regulatory reporting.
Specific Duties
- Work with Finance, technology, CPS team members on timely submission of Regulatory reports to HKMA and MAS
- Ensure compliance with regulations, credit policies and internal guidelines
- Be accountable for timely delivery of reports to internal stakeholders
- Provide MIS reports detailing various aspects i.e. exposure, product analytics, collateral breakdown etc.
- Review regulatory guidelines and implement solutions using alteryx, python, tableau and/or UiPath
- Interpret basic legal credit documentation
- Liaise with other IPB primary locations i.e Geneva and Edinburgh to share best practices
- Oversight and coordination with India and Manila teams for outsourced reporting
Extended Responsibilities
- Look for automation opportunities for exiting reports using automation tools available
- Participate in new product implementations and represent Credit team for feasibility
- Perform UAT and represent Credit team on Regulatory reporting projects
- Manage and drive initiatives for Reporting and Covenants team
Qualifications
- Polytechnic Diploma holder with minimum of 2 years of working experience in credit middle office, data or control function, or other work experience in private banking
- Computer skills: Excel, MS Access, Power Point and Word
- Demonstrated interest in financial markets and understanding of risk measures
- Ability to adapt in a fast paced, dynamic and changing team environment is essential
- Confident and outgoing personality, able to deal directly with the senior stakeholders
- Knowledge of automation tools viz. Alteryx, Xceptor, Visio a plus
- Strong solution based problem solving and analytical skills, able to add value rather than just accept the status quo
- Strong verbal and written communication skills
- We're a global company whose primary business language is English and so fluency in spoken and written English is required
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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