Apply Now    

Asset & Wealth Management- US Funds Platform Management, Asset Management Americas, ED/MD

Req #: 170088283
Location: New York, NY, US
Job Category: Asset Management
Job Description:

Organizational Overview:

 

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.   
                                            

Job Description:

The Treasurer is senior leadership role within Platform Management that will manage a team of professionals responsible for the business management/oversight of the Funds.  In this role, the Treasurer will ensure the continued development and execution of a risk focused oversight model, taking into consideration, the market, regulatory and business environment that the Funds operate within. The Treasurer will also be a key participant and stakeholder in the development and launch of new Funds and will lead/participate in Fund related initiatives as they arise. 

 

The role is highly visible within the organization and requires working cross functionally with all levels of management in areas including: Portfolio and Risk Management, Legal, Compliance, Product Development, Sales/Distribution, Client Service and the various vendors that provide services to the Funds. This individual will also provide support for ongoing reporting/relationships with the various governing bodies that oversee the Funds including the Board of Directors.

 

Specific areas of responsibility include:

  •  Fund Oversight – ensure execution of risk focused oversight model that addresses all aspects of the Funds’ operations including daily/monthly net asset values, valuation, distributions, expenses, tax matters, implementation of accounting policies, new instruments, periodic review and update of offering documents issue identification, management and resolution.
  • New Products/Changes to Existing Products – participate in new product development and change efforts, evaluate all aspects of proposals (e.g., offering documents, trading/operational model, distributions, fee structure, etc.) to identify and propose solutions to launch or modify products and implement risk-focused oversight controls.
  • Financial Reporting and Disclosure Controls – review financial statements and regulatory filings; coordinate all audit efforts with service providers and external auditors; execute disclosure control procedures; and certify to internal controls over financial reporting.
  • Fund Regulatory Filings, Requests, and Inquiries – review of all fund-related regulatory filings; participate in efforts to respond to regulatory requests and inquiries related to the funds.
  • Fund Related Initiatives – lead/participate in various fund-related initiatives.  
  • Governance/Board Reporting – develop materials to summarize oversight results to funds’ governing bodies (e.g., Board of Directors).
  • Management Reporting – develop materials to provide periodic reporting to management regarding results of oversight model; status of initiatives and issue resolution.

 

  • 20+ years’ experience in the investment management industry, Big 4 Public Accounting firm and/or relevant industry experience required.
  • Comprehensive understanding of all aspects of registered investment companies from an investment, operational, regulatory, taxation and financial reporting perspective.
  • Knowledge and experience with various asset classes (e.g., fixed income, alternatives, equities) and complex instrument types (e.g., derivatives, structured products).
  • Ability to lead and develop a team of professionals to execute on stated objectives. Strong analytical skills with ability to evaluate issues; propose and implement solutions, with consideration for all downstream implications.
  • Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
  • Demonstrated thought leadership with the ability to influence and achieve results.
  • Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
  • Proactive attitude, commitment to continuous learning, willing to challenge status quo to improve processes.
  • Flexible and adaptable, ability to thrive in dynamic fast paced environment; strong organizational and time management skills.

 

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.