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Wealth Management -ITS - Operations Analyst

Req #: 170104357
Location: Bangalore East, KA, IN
Job Category: Asset Management
Job Description:

Introduction

 

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.

 

Wealth Management, ITS – Associate

 

 

 

KEY PERFORMANCE AREAS

  • Responsible for preparing financial statements for multiple entities.
  • Able to handle simple to moderately complex issues related to the accounting.
  • Able to meet service level standards for timeliness and accuracy.
  • Able to prepare annual, triennial or intermediate type accountings with little or no assistance.
  • Make appropriate adjustments to accountings to resolve issues and balance.
  • Must clearly understand account transactions and what schedule they belong on.
  • Able to process fee calculations for any state that requires unique calculations.
  • Review accounts prepared by processors.

 

MINIMUM REQUIREMENTS Responsible for preparing tax returns/preparing accounting/account administration activities.

 

  • CA
  • Knowledge of Accounting is essential with at least 2-4 years experience in Finance industries.
  • Must be able to work under pressure and make accurate decisions in stressful situations.
  • Uses initiative and readily questions
  • Implement development plans for staff.
  • Must be able to lead, manage and motivate the teams.
  • Client focused
  • Good time management skills
  • An appreciation of risk and quality issues
  • Control Oriented
  • Proactive, positive approach towards work
  • Able to grasp/learn concepts and procedures quickly
  • Ability to work independently
  • Problem solving skills
  • Attention to detail
  • Determination to succeed.
  • Project &  Technology related financial experience a plus
  • Strong interpersonal skills
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