Job Identification Job Category Copywriting/Writing/Editing Business Unit Corporate Sector Posting Date 26/02/2024, 12:57 Locations 4 John Carpenter St, London, Greater London, EC4Y 0JP, GB Job Schedule Full time JOB DESCRIPTION Out of the successful launch of Chase in 2021, we're a new team, with a new mission. We're creating products that solve real world problems and put customers at the center - all in an environment that nurtures skills and helps you realize your potential. Our team is key to our success. We're people-first. We value collaboration, curiosity and commitment. As a UX Writer at JPMorgan Chase within the accelerators, you are the heart of this venture, focused on getting smart ideas into the hands of our customers. You have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By your nature, you are also solution-oriented, commercially savvy and have a head for fintech. You thrive in working in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. You will be working alongside design, product, research and engineering committed to creating customer-led experiences. You will play a crucial part in writing UX content, with a particular focus on mobile platforms, helping customers complete journeys in a delightful and accessible way Job Responsibilities Write human centric product content following content strategy and guidelines Work with designers, researchers, product managers, and engineers to understand customers' problems and business challenges Effectively manage multiple projects at different stages of product lifecycle Develop messaging with an eye toward accessibility and localising for different markets Partner with research to observe and conduct UX research to inform content-related experiences. Collaborate with brand, legal, risk business functions to facilitate progress and influence direction Required qualifications, capabilities and skills: Hands-on experience writing product content for B2C experiences, proven by a portfolio. Advanced proficiency in written and verbal English. Attention-to-detail, writing, grammar, and proofreading skills. Experience working with CMS platforms and design tools (we use Figma) Thrive in a fast-paced, collaborative, team-oriented, cross-functional environment Develop and sustain effective and cooperative working relationships with peers, managers and other internal or external stakeholders Bachelor's Degree in Communications, Content Strategy, English, Journalism, Creative Writing, Human Centred Design or relevant work experience ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
May 15, 2024
Full time
Job Identification Job Category Copywriting/Writing/Editing Business Unit Corporate Sector Posting Date 26/02/2024, 12:57 Locations 4 John Carpenter St, London, Greater London, EC4Y 0JP, GB Job Schedule Full time JOB DESCRIPTION Out of the successful launch of Chase in 2021, we're a new team, with a new mission. We're creating products that solve real world problems and put customers at the center - all in an environment that nurtures skills and helps you realize your potential. Our team is key to our success. We're people-first. We value collaboration, curiosity and commitment. As a UX Writer at JPMorgan Chase within the accelerators, you are the heart of this venture, focused on getting smart ideas into the hands of our customers. You have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By your nature, you are also solution-oriented, commercially savvy and have a head for fintech. You thrive in working in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. You will be working alongside design, product, research and engineering committed to creating customer-led experiences. You will play a crucial part in writing UX content, with a particular focus on mobile platforms, helping customers complete journeys in a delightful and accessible way Job Responsibilities Write human centric product content following content strategy and guidelines Work with designers, researchers, product managers, and engineers to understand customers' problems and business challenges Effectively manage multiple projects at different stages of product lifecycle Develop messaging with an eye toward accessibility and localising for different markets Partner with research to observe and conduct UX research to inform content-related experiences. Collaborate with brand, legal, risk business functions to facilitate progress and influence direction Required qualifications, capabilities and skills: Hands-on experience writing product content for B2C experiences, proven by a portfolio. Advanced proficiency in written and verbal English. Attention-to-detail, writing, grammar, and proofreading skills. Experience working with CMS platforms and design tools (we use Figma) Thrive in a fast-paced, collaborative, team-oriented, cross-functional environment Develop and sustain effective and cooperative working relationships with peers, managers and other internal or external stakeholders Bachelor's Degree in Communications, Content Strategy, English, Journalism, Creative Writing, Human Centred Design or relevant work experience ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Job Identification Job CategoryControl Officers Business UnitCorporate Sector Posting Date04/15/2024, 03:30 PM Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job ScheduleFull time Job ShiftDay JOB DESCRIPTION Digital Conduct Manager (Investments) We know that people want great value combined with an excellent experience from a bank they can trust, so we launched our digital bank, Chase UK, to revolutionise mobile banking with seamless journeys that our customers love. We're already trusted by millions in the US and we're quickly catching up in the UK - but how we do things here is a little different. We're building the bank of the future from scratch, channelling our start-up mentality every step of the way - meaning you'll have the opportunity to make a real impact. Our Digital Conduct Manager (Investments) team is at the heart of this venture, focused on getting smart ideas into the hands of our customers. We're looking for people who have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By their nature, our people are also solution-oriented, commercially savvy and have a head for fintech. We work in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. Key responsibilities Detailed understanding of FCA New Consumer Duty Regulation Oversee fair value assessments in investments products. Provide proactive advice and practical support to the business to ensure compliant processes whilst balancing operational demands To assist and support on all matters relating to Consumer Duty Establish the routine and undertake regular conduct risk reviews for new product and services for International Consumers Routinely undertake root-cause analysis of failures and near-misses to mitigate against the risk of repeat events Support conduct lead on key priority areas for digital conduct focus, including Consumer Duty, AI, data, and vulnerable customers Work closely with contact centre quality assurance and complaints root cause analysis team to understand emerging customer conduct issues Prepare papers and update for International Consumer Banking Conduct Forum on specific risk and control matters relating to management of digital conduct risk. Ensuring action plans are agreed, put in place & tracked to completion. Liaising with senior management across the IC, including the Senior Function Holders, to obtain views and input on the conduct risk environment and to provide regular assurance and updates regarding the coverage and output from monitoring reviews. Develops Digital Conduct Risk and Consumer Duty training and curriculum and delivers training to new joiners Candidate requirements Strong knowledge of CASS, Consumer Duty, UCITS and MiFID II rules. Experience of working in a conduct role in regulated environment Working knowledge of FCA regulatory requirements including consumer vulnerability guidance Experience in a relevant area (Conduct, TCF, Outcome Testing, ideally in financial services) Supporting the delivery of the FCA guidance implementation plan Strong written and verbal communication skills Strong analytical skillset, with the ability to systematically break down complex tasks into manageable, smaller units. ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
May 15, 2024
Full time
Job Identification Job CategoryControl Officers Business UnitCorporate Sector Posting Date04/15/2024, 03:30 PM Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job ScheduleFull time Job ShiftDay JOB DESCRIPTION Digital Conduct Manager (Investments) We know that people want great value combined with an excellent experience from a bank they can trust, so we launched our digital bank, Chase UK, to revolutionise mobile banking with seamless journeys that our customers love. We're already trusted by millions in the US and we're quickly catching up in the UK - but how we do things here is a little different. We're building the bank of the future from scratch, channelling our start-up mentality every step of the way - meaning you'll have the opportunity to make a real impact. Our Digital Conduct Manager (Investments) team is at the heart of this venture, focused on getting smart ideas into the hands of our customers. We're looking for people who have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By their nature, our people are also solution-oriented, commercially savvy and have a head for fintech. We work in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. Key responsibilities Detailed understanding of FCA New Consumer Duty Regulation Oversee fair value assessments in investments products. Provide proactive advice and practical support to the business to ensure compliant processes whilst balancing operational demands To assist and support on all matters relating to Consumer Duty Establish the routine and undertake regular conduct risk reviews for new product and services for International Consumers Routinely undertake root-cause analysis of failures and near-misses to mitigate against the risk of repeat events Support conduct lead on key priority areas for digital conduct focus, including Consumer Duty, AI, data, and vulnerable customers Work closely with contact centre quality assurance and complaints root cause analysis team to understand emerging customer conduct issues Prepare papers and update for International Consumer Banking Conduct Forum on specific risk and control matters relating to management of digital conduct risk. Ensuring action plans are agreed, put in place & tracked to completion. Liaising with senior management across the IC, including the Senior Function Holders, to obtain views and input on the conduct risk environment and to provide regular assurance and updates regarding the coverage and output from monitoring reviews. Develops Digital Conduct Risk and Consumer Duty training and curriculum and delivers training to new joiners Candidate requirements Strong knowledge of CASS, Consumer Duty, UCITS and MiFID II rules. Experience of working in a conduct role in regulated environment Working knowledge of FCA regulatory requirements including consumer vulnerability guidance Experience in a relevant area (Conduct, TCF, Outcome Testing, ideally in financial services) Supporting the delivery of the FCA guidance implementation plan Strong written and verbal communication skills Strong analytical skillset, with the ability to systematically break down complex tasks into manageable, smaller units. ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
About the job At Hopper, we're on a mission to build the most customer-centric travel company on earth. We are leveraging the power that comes from combining massive amounts of data and machine learning to build the world's fastest-growing mobile first travel marketplace - one that enables our customers to save money and travel better. The vision of the payments team is to provide a magical and frictionless payment experience to our customers. We will do this by supporting all the major payment methods ('unlocking choice'), optimizing our payment stack ('frictionless payments'), and unifying and powering all payments flows at Hopper (Flights, Hotels, Homes, Rental Cars, Attractions & more) as well as our Hopper Cloud offering (Whitelabel solution). Our long term vision is to remove any financial barriers to travel and truly make travel accessible to everyone. It's cheaper, better and easier to purchase travel with Hopper! In this role, you'll be working alongside a team of talented engineers and partner with product, design, and data science to prioritize, estimate, and implement new product features in an Agile environment. What would your day-to-day look like: Ship your first code in days, iterating on features in an Agile manner leveraging Scala and technologies like Spanner, pub/sub, GCP Big Query Build robust and performant infrastructure that supports millions of dollars of revenue Make important architectural decisions about core backend systems Coach and mentor developers at various stages of their career. Collaborate with a diverse group of people, giving and receiving feedback for growth Execute on big opportunities, helping Hopper rise to the top of the travel industry An ideal candidate has: 8+ years experience thriving in backend engineering positions and delivering user experiences at scale A strong understanding of distributed systems and how architectural decisions affect performance and maintainability A strong understanding of site reliability and operations A passionate focus on quality, writing testable code that performs and scales Close collaboration with software engineers (backend and mobile), product managers, data scientists, and designers to deliver rapid value to end-users Nice to have: Backend experience with Scala, Google Cloud, Kubernetes Experience developing B2B products with millions of MAU Experience in the Payments domain Perks of working with us: Well-funded and proven startup with large ambitions, competitive salary, upsides of pre-IPO equity Monthly cash allowance to cover gym membership (100€) or telework (50€) Hopper covers the cost of employee premiums for private medical and dental coverage via Cigna. Coverage includes: primary medical assistance, dental care, nursing care, specialties, hospitalisation, maternity, preventative medicine and ambulatory services, and is available to extend to dependents. Hopper also offers private life and accident coverage via Surne. Unlimited PTO Puzl coworking All Access Pass OR Work-from-home stipend Entrepreneurial culture where pushing limits and taking risks is everyday business Open communication with management and company leadership Small, dynamic teams = massive impact More about Hopper At Hopper, we are on a mission to become the leading travel platform globally - powering Hopper's mobile app, website and our B2B business, HTS (Hopper Technology Solutions). By leveraging massive amounts of data and advanced machine learning algorithms, Hopper combines its world-class travel agency offering with proprietary fintech products to bring transparency, flexibility and savings to travelers globally. We have developed several unique fintech solutions that address everything from pricing volatility to trip disruptions - helping people travel better and save more on their trips. The Hopper platform serves hundreds of millions of travelers globally and continues to capture market share around the world. Ranked the third largest online travel agency in North America, the Hopper app has been downloaded over 120 million times and has become largely popular among younger travelers - with 70% of its users being Gen Z and millennials. While everyone knows us as the Gen Z and Millennial travel app, Hopper has evolved to become much more than that. In recent years, we've grown into a global travel agency and travel fintech provider that powers some of the world's largest brands. Through HTS , our B2B division, the company supercharges its partners' direct channels by integrating our fintech products on their sites or powering end-to-end travel portals. Today, our partners include leading travel brands like Capital One, Nubank, Air Canada and many more. Here are just a few stats that demonstrate the company's recent growth: Hopper sells billion worth of travel and travel fintech every year. In 2023, over 1.3 billion trips were planned through the Hopper app and our HTS partnerships. Our fintech products - including Price Freeze, Flexibility for Any Reason and Flight Disruption Assistance - have exceptionally strong CSAT because the terms are always clear, and customers receive instant, no-questions-asked resolutions. Almost 30% of our app customers purchase at least one fintech product when making a booking; and consumers are 1.6x more likely to repurchase if they add fintech to their booking vs if they booked just travel. Given the success of its fintech products, Hopper launched a B2B initiative, HTS (Hopper Technology Solutions), which represents more than 50% of the business. Through HTS, any travel provider (airlines, hotels, banks, travel agencies, etc.) can integrate and seamlessly distribute Hopper's fintech or travel inventory on their direct channels. As its first HTS partnership, the company partnered with Capital One to co-develop Capital One Travel, a new travel portal designed specifically for cardholders. Other HTS partners include Air Canada, Uber, CommBank, Nubank, Flair Airlines with many more in the pipeline. Featured in Apple's Best of the App Store list of Essential Travel Apps in 2023 and recognized by the likes of Fast Company's Most Innovative Companies, Hopper has been downloaded over 120 million times and continues to have millions of new installs each month. Hopper is now the largest online travel agency in North America and 70% of our app customers are Gen-Z and millennials travelers. Hopper has raised over $750 million USD of private capital and is backed by some of the largest institutional investors and banks in the world. Hopper is primed to continue its acceleration as the world's fastest-growing mobile-first travel marketplace. Come take off with us!
May 15, 2024
Full time
About the job At Hopper, we're on a mission to build the most customer-centric travel company on earth. We are leveraging the power that comes from combining massive amounts of data and machine learning to build the world's fastest-growing mobile first travel marketplace - one that enables our customers to save money and travel better. The vision of the payments team is to provide a magical and frictionless payment experience to our customers. We will do this by supporting all the major payment methods ('unlocking choice'), optimizing our payment stack ('frictionless payments'), and unifying and powering all payments flows at Hopper (Flights, Hotels, Homes, Rental Cars, Attractions & more) as well as our Hopper Cloud offering (Whitelabel solution). Our long term vision is to remove any financial barriers to travel and truly make travel accessible to everyone. It's cheaper, better and easier to purchase travel with Hopper! In this role, you'll be working alongside a team of talented engineers and partner with product, design, and data science to prioritize, estimate, and implement new product features in an Agile environment. What would your day-to-day look like: Ship your first code in days, iterating on features in an Agile manner leveraging Scala and technologies like Spanner, pub/sub, GCP Big Query Build robust and performant infrastructure that supports millions of dollars of revenue Make important architectural decisions about core backend systems Coach and mentor developers at various stages of their career. Collaborate with a diverse group of people, giving and receiving feedback for growth Execute on big opportunities, helping Hopper rise to the top of the travel industry An ideal candidate has: 8+ years experience thriving in backend engineering positions and delivering user experiences at scale A strong understanding of distributed systems and how architectural decisions affect performance and maintainability A strong understanding of site reliability and operations A passionate focus on quality, writing testable code that performs and scales Close collaboration with software engineers (backend and mobile), product managers, data scientists, and designers to deliver rapid value to end-users Nice to have: Backend experience with Scala, Google Cloud, Kubernetes Experience developing B2B products with millions of MAU Experience in the Payments domain Perks of working with us: Well-funded and proven startup with large ambitions, competitive salary, upsides of pre-IPO equity Monthly cash allowance to cover gym membership (100€) or telework (50€) Hopper covers the cost of employee premiums for private medical and dental coverage via Cigna. Coverage includes: primary medical assistance, dental care, nursing care, specialties, hospitalisation, maternity, preventative medicine and ambulatory services, and is available to extend to dependents. Hopper also offers private life and accident coverage via Surne. Unlimited PTO Puzl coworking All Access Pass OR Work-from-home stipend Entrepreneurial culture where pushing limits and taking risks is everyday business Open communication with management and company leadership Small, dynamic teams = massive impact More about Hopper At Hopper, we are on a mission to become the leading travel platform globally - powering Hopper's mobile app, website and our B2B business, HTS (Hopper Technology Solutions). By leveraging massive amounts of data and advanced machine learning algorithms, Hopper combines its world-class travel agency offering with proprietary fintech products to bring transparency, flexibility and savings to travelers globally. We have developed several unique fintech solutions that address everything from pricing volatility to trip disruptions - helping people travel better and save more on their trips. The Hopper platform serves hundreds of millions of travelers globally and continues to capture market share around the world. Ranked the third largest online travel agency in North America, the Hopper app has been downloaded over 120 million times and has become largely popular among younger travelers - with 70% of its users being Gen Z and millennials. While everyone knows us as the Gen Z and Millennial travel app, Hopper has evolved to become much more than that. In recent years, we've grown into a global travel agency and travel fintech provider that powers some of the world's largest brands. Through HTS , our B2B division, the company supercharges its partners' direct channels by integrating our fintech products on their sites or powering end-to-end travel portals. Today, our partners include leading travel brands like Capital One, Nubank, Air Canada and many more. Here are just a few stats that demonstrate the company's recent growth: Hopper sells billion worth of travel and travel fintech every year. In 2023, over 1.3 billion trips were planned through the Hopper app and our HTS partnerships. Our fintech products - including Price Freeze, Flexibility for Any Reason and Flight Disruption Assistance - have exceptionally strong CSAT because the terms are always clear, and customers receive instant, no-questions-asked resolutions. Almost 30% of our app customers purchase at least one fintech product when making a booking; and consumers are 1.6x more likely to repurchase if they add fintech to their booking vs if they booked just travel. Given the success of its fintech products, Hopper launched a B2B initiative, HTS (Hopper Technology Solutions), which represents more than 50% of the business. Through HTS, any travel provider (airlines, hotels, banks, travel agencies, etc.) can integrate and seamlessly distribute Hopper's fintech or travel inventory on their direct channels. As its first HTS partnership, the company partnered with Capital One to co-develop Capital One Travel, a new travel portal designed specifically for cardholders. Other HTS partners include Air Canada, Uber, CommBank, Nubank, Flair Airlines with many more in the pipeline. Featured in Apple's Best of the App Store list of Essential Travel Apps in 2023 and recognized by the likes of Fast Company's Most Innovative Companies, Hopper has been downloaded over 120 million times and continues to have millions of new installs each month. Hopper is now the largest online travel agency in North America and 70% of our app customers are Gen-Z and millennials travelers. Hopper has raised over $750 million USD of private capital and is backed by some of the largest institutional investors and banks in the world. Hopper is primed to continue its acceleration as the world's fastest-growing mobile-first travel marketplace. Come take off with us!
The Tie is the leading provider of information services for digital assets. Our core offering, The Tie Terminal, is the fastest and most comprehensive platform for institutional digital asset market participants. With its unmatched breadth and depth of data coverage, combined with a suite of powerful, customizable tools, The Terminal provides an all-in-one solution to stay on top of the crypto market. Learn more about The Tie Terminal here . The Tie's clients include hundreds of the leading traditional and crypto-native hedge funds, OTC desks, MMs, asset managers, banks, and other institutional market participants. We're backed by top-tier investors and retain the capital, customers, and team required to scale. We are long crypto and play a leading role in bridging traditional finance and digital assets. The Position The Director of Business Development will serve in a multi-faceted role driving brand awareness and identifying revenue opportunities with institutions and token projects across EMEA. This role requires both experience interfacing with institutions and deep knowledge of digital assets. The ideal candidate can interface at a high level with both institutions and crypto native players. The Director of Business Development will be tasked with selling our suite of institutional data offerings (Terminal and API) to EMEA based clients and for building strong relationships with token projects and trading platforms for multi-year partnerships. The Director of Business Development has a proven track record of building and executing a sales strategy that achieves or exceeds defined metrics and goals. This position is responsible for sourcing leads, following through on all opportunities, and helping to manage our Hubspot CRM. This is a hands-on role, requires a self-starter mentality, and is ideally suited for a business development professional with experience in a growth phase business. The Director of Business Development will be expected to regularly travel to conferences throughout Europe/Middle East and occasionally Africa to drive new business growth for The Tie. As the first hire in Europe, the Director of Business Development must be a self-starter and able to work in a fast-paced environment. Responsibilities Elevate brand awareness of The Tie and its services across EMEA Help spearhead go-to-market for The Tie Terminal and APIs in EMEA Proactively reach out to token projects and trading platforms to build out a pipeline and generate new business Build relationships with blue chip protocols for multi-year six and seven-figure partnerships Develop strategy and action plan for each qualified lead Meet predetermined business development and sales KPIs Minimum 5 years of relevant sales/business development experience meetings or exceeding targets Minimum 2 years of full-time experience in crypto Extensive knowledge of the digital assets landscape, including strong personal relationships with token issues, exchanges, and/or institutions Experience in traditional financial markets is a plus Demonstrated success in building solid relationships, structuring compelling business development deals, and setting direction in the face of ambiguity Creativity and possess an entrepreneurial mindset. You're self-driven and will be able to work in both a team environment and work independently toward solutions, with the ability to manage multiple projects from inception to completion Ability to to work in a highly fast paced, cross-function environment to drive stakeholder alignment and scale objectives Exceptional communication, writing, and presentation skills Ability to attend events and travel to conferences as required Competitive compensation (salary + commission) Flexible paid time off Flexible working hours A fast-paced and exciting work environment Strong teamwork-driven culture
May 15, 2024
Full time
The Tie is the leading provider of information services for digital assets. Our core offering, The Tie Terminal, is the fastest and most comprehensive platform for institutional digital asset market participants. With its unmatched breadth and depth of data coverage, combined with a suite of powerful, customizable tools, The Terminal provides an all-in-one solution to stay on top of the crypto market. Learn more about The Tie Terminal here . The Tie's clients include hundreds of the leading traditional and crypto-native hedge funds, OTC desks, MMs, asset managers, banks, and other institutional market participants. We're backed by top-tier investors and retain the capital, customers, and team required to scale. We are long crypto and play a leading role in bridging traditional finance and digital assets. The Position The Director of Business Development will serve in a multi-faceted role driving brand awareness and identifying revenue opportunities with institutions and token projects across EMEA. This role requires both experience interfacing with institutions and deep knowledge of digital assets. The ideal candidate can interface at a high level with both institutions and crypto native players. The Director of Business Development will be tasked with selling our suite of institutional data offerings (Terminal and API) to EMEA based clients and for building strong relationships with token projects and trading platforms for multi-year partnerships. The Director of Business Development has a proven track record of building and executing a sales strategy that achieves or exceeds defined metrics and goals. This position is responsible for sourcing leads, following through on all opportunities, and helping to manage our Hubspot CRM. This is a hands-on role, requires a self-starter mentality, and is ideally suited for a business development professional with experience in a growth phase business. The Director of Business Development will be expected to regularly travel to conferences throughout Europe/Middle East and occasionally Africa to drive new business growth for The Tie. As the first hire in Europe, the Director of Business Development must be a self-starter and able to work in a fast-paced environment. Responsibilities Elevate brand awareness of The Tie and its services across EMEA Help spearhead go-to-market for The Tie Terminal and APIs in EMEA Proactively reach out to token projects and trading platforms to build out a pipeline and generate new business Build relationships with blue chip protocols for multi-year six and seven-figure partnerships Develop strategy and action plan for each qualified lead Meet predetermined business development and sales KPIs Minimum 5 years of relevant sales/business development experience meetings or exceeding targets Minimum 2 years of full-time experience in crypto Extensive knowledge of the digital assets landscape, including strong personal relationships with token issues, exchanges, and/or institutions Experience in traditional financial markets is a plus Demonstrated success in building solid relationships, structuring compelling business development deals, and setting direction in the face of ambiguity Creativity and possess an entrepreneurial mindset. You're self-driven and will be able to work in both a team environment and work independently toward solutions, with the ability to manage multiple projects from inception to completion Ability to to work in a highly fast paced, cross-function environment to drive stakeholder alignment and scale objectives Exceptional communication, writing, and presentation skills Ability to attend events and travel to conferences as required Competitive compensation (salary + commission) Flexible paid time off Flexible working hours A fast-paced and exciting work environment Strong teamwork-driven culture
Job Identification Job Category Control Officers Business Unit Corporate Sector Posting Date 15/04/2024, 15:30 Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job Schedule Full time Job Shift Day JOB DESCRIPTION Digital Conduct Manager (Investments) We know that people want great value combined with an excellent experience from a bank they can trust, so we launched our digital bank, Chase UK, to revolutionise mobile banking with seamless journeys that our customers love. We're already trusted by millions in the US and we're quickly catching up in the UK - but how we do things here is a little different. We're building the bank of the future from scratch, channelling our start-up mentality every step of the way - meaning you'll have the opportunity to make a real impact. Our Digital Conduct Manager (Investments) team is at the heart of this venture, focused on getting smart ideas into the hands of our customers. We're looking for people who have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By their nature, our people are also solution-oriented, commercially savvy and have a head for fintech. We work in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. Key responsibilities Detailed understanding of FCA New Consumer Duty Regulation Oversee fair value assessments in investments products. Provide proactive advice and practical support to the business to ensure compliant processes whilst balancing operational demands To assist and support on all matters relating to Consumer Duty Establish the routine and undertake regular conduct risk reviews for new product and services for International Consumers Routinely undertake root-cause analysis of failures and near-misses to mitigate against the risk of repeat events Support conduct lead on key priority areas for digital conduct focus, including Consumer Duty, AI, data, and vulnerable customers Work closely with contact centre quality assurance and complaints root cause analysis team to understand emerging customer conduct issues Prepare papers and update for International Consumer Banking Conduct Forum on specific risk and control matters relating to management of digital conduct risk. Ensuring action plans are agreed, put in place & tracked to completion. Liaising with senior management across the IC, including the Senior Function Holders, to obtain views and input on the conduct risk environment and to provide regular assurance and updates regarding the coverage and output from monitoring reviews. Develops Digital Conduct Risk and Consumer Duty training and curriculum and delivers training to new joiners Candidate requirements Strong knowledge of CASS, Consumer Duty, UCITS and MiFID II rules. Experience of working in a conduct role in regulated environment Working knowledge of FCA regulatory requirements including consumer vulnerability guidance Experience in a relevant area (Conduct, TCF, Outcome Testing, ideally in financial services) Supporting the delivery of the FCA guidance implementation plan Strong written and verbal communication skills Strong analytical skillset, with the ability to systematically break down complex tasks into manageable, smaller units. ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
May 15, 2024
Full time
Job Identification Job Category Control Officers Business Unit Corporate Sector Posting Date 15/04/2024, 15:30 Locations 25 Bank Street, Canary Wharf, London, Greater London, E14 5JP, GB Job Schedule Full time Job Shift Day JOB DESCRIPTION Digital Conduct Manager (Investments) We know that people want great value combined with an excellent experience from a bank they can trust, so we launched our digital bank, Chase UK, to revolutionise mobile banking with seamless journeys that our customers love. We're already trusted by millions in the US and we're quickly catching up in the UK - but how we do things here is a little different. We're building the bank of the future from scratch, channelling our start-up mentality every step of the way - meaning you'll have the opportunity to make a real impact. Our Digital Conduct Manager (Investments) team is at the heart of this venture, focused on getting smart ideas into the hands of our customers. We're looking for people who have a curious mindset, thrive in collaborative squads, and are passionate about new technology. By their nature, our people are also solution-oriented, commercially savvy and have a head for fintech. We work in tribes and squads that focus on specific products and projects - and depending on your strengths and interests, you'll have the opportunity to move between them. While we're looking for professional skills, culture is just as important to us. We understand that everyone's unique - and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there's scope for you to make a huge difference - on us as a company, and on our clients and business partners around the world. Key responsibilities Detailed understanding of FCA New Consumer Duty Regulation Oversee fair value assessments in investments products. Provide proactive advice and practical support to the business to ensure compliant processes whilst balancing operational demands To assist and support on all matters relating to Consumer Duty Establish the routine and undertake regular conduct risk reviews for new product and services for International Consumers Routinely undertake root-cause analysis of failures and near-misses to mitigate against the risk of repeat events Support conduct lead on key priority areas for digital conduct focus, including Consumer Duty, AI, data, and vulnerable customers Work closely with contact centre quality assurance and complaints root cause analysis team to understand emerging customer conduct issues Prepare papers and update for International Consumer Banking Conduct Forum on specific risk and control matters relating to management of digital conduct risk. Ensuring action plans are agreed, put in place & tracked to completion. Liaising with senior management across the IC, including the Senior Function Holders, to obtain views and input on the conduct risk environment and to provide regular assurance and updates regarding the coverage and output from monitoring reviews. Develops Digital Conduct Risk and Consumer Duty training and curriculum and delivers training to new joiners Candidate requirements Strong knowledge of CASS, Consumer Duty, UCITS and MiFID II rules. Experience of working in a conduct role in regulated environment Working knowledge of FCA regulatory requirements including consumer vulnerability guidance Experience in a relevant area (Conduct, TCF, Outcome Testing, ideally in financial services) Supporting the delivery of the FCA guidance implementation plan Strong written and verbal communication skills Strong analytical skillset, with the ability to systematically break down complex tasks into manageable, smaller units. ABOUT US J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. ABOUT THE TEAM Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
At Coinbase, our mission is to increase economic freedom around the world , and we couldn't do this without hiring the best people. We're a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they're trading, storing, staking or using crypto. Know those people who always lead the group project? That's us. There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and disrupt ourselves. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and live crypto, because those are the folks who enjoy the intense moments in our sprint and recharge work culture. We're a remote-first company looking to hire the absolute best talent all over the world. Ready to ? Who you are: You've got positive energy. You're optimistic about the future and determined to get there. You're never tired of learning. You want to be a pro in bleeding edge tech like DeFi, NFTs, DAOs, and Web 3.0. You appreciate direct communication. You're both an active communicator and an eager listener - because let's face it, you can't have one without the other. You're cool with candid feedback and see every setback as an opportunity to grow. You can pivot on the fly. Crypto is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You're not looking for a boring job. You have a "can do" attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn't scare you, but rather empowers you to take 100% responsibility for achieving our mission. You want to be part of a winning team. We're stronger together, and you're a person who embraces being pushed out of your comfort zone. The role will be based in our London office. Working closely with our London and US-based executive teams, business stakeholders and colleagues in Legal and Compliance globally, you will play a key role in advising our UK operating entity on a broad range of legal matters, including compliance with applicable e-money / payment services and financial services law and regulation, consumer protection law, product roll-outs and strategic initiatives. You will also establish and manage legal policies and procedures and assist with the smooth running of legal operations to ensure that our business receives the highest quality legal advice as we continue to expand globally. What you'll be doing (ie. job duties): Work closely as legal advisor to business executives and the Compliance team to ensure compliance of EU and international operations with applicable e-money / payment services and financial services law and regulation and digital currency exchange best practices Provide legal guidance to international operating entities. Includes responsibility for ensuring legal and regulatory compliance of new products and services, inter-company operating arrangements, commercial relationships and banking partnerships, retail and institutional terms of business, assisting the business in rolling out products and services to new jurisdictions, and co-ordinating support and advice with the U.S. based legal team as appropriate Advise business leads and other key clients of new regulatory and policy trends and developments involving digital currency in Europe and other key international jurisdictions, and help enable Coinbase's advocacy for effective regulation Continuously assess operating risks and legal needs and ensure that the legal department is equipped to provide outstanding support as Coinbase's international business continues to grow Manage outside counsel effectively where they are engaged in connection with specific projects, while establishing your own strong domain expertise. What we look for in you (ie. job requirements): Qualified solicitor in England and Wales with approximately 5 -10 years experience working in a regulated e-money / payment services or financial services institution in the UK (e.g. e-money issuer, payment service firm, broker dealer / asset manager) or in a law firm supporting such clients (ideally with some previous in-house experience) Strong familiarity with financial services regulation Experience dealing with regulators such the Financial Conduct Authority, Prudential Regulation Authority and/or other key European regulators is preferred Ability to manage complex projects involving coordination across multiple time zones, challenging legal issues and tight deadlines Ability to work closely with Compliance to deliver coordinated input to the business and other stakeholders Ability to exercise initiative and drive effective internal decision making across complex workstreams to enable Coinbase to meet its long-term goals Ability to manage a large and varied workload and exercise excellent judgment, analytical rigour and commercial pragmatism. Must be able to provide crisp and practical legal advice to business executives across a broad range of matters with limited supervision Highly driven and proactive. Must be keen to create process and structure and strive for continuous improvement Must be flexible, able to multitask, detail-oriented, and enjoy fast paced and high-intensity work Exceptional legal writing abilities and skilled at synthesizing the perspectives of various stakeholders Comfortable working independently in a fast-paced, growth-stage environment, subject to regulatory scrutiny, operating excellence and Coinbase's demanding standards to operate the world's most trusted digital currency exchange Nice to haves: Enthusiasm for and a basic understanding of digital currencies/blockchain PID: P57323 Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view Pay Transparency , Employee Rights and Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please complete this intake form to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
May 13, 2024
Full time
At Coinbase, our mission is to increase economic freedom around the world , and we couldn't do this without hiring the best people. We're a group of hard-working overachievers who are deeply focused on building the future of finance and Web3 for our users across the globe, whether they're trading, storing, staking or using crypto. Know those people who always lead the group project? That's us. There are a few things we look for across all hires we make at Coinbase, regardless of role or team. First, we look for candidates who will thrive in a culture like ours, where we default to trust, embrace feedback, and disrupt ourselves. Second, we expect all employees to commit to our mission-focused approach to our work. Finally, we seek people who are excited to learn about and live crypto, because those are the folks who enjoy the intense moments in our sprint and recharge work culture. We're a remote-first company looking to hire the absolute best talent all over the world. Ready to ? Who you are: You've got positive energy. You're optimistic about the future and determined to get there. You're never tired of learning. You want to be a pro in bleeding edge tech like DeFi, NFTs, DAOs, and Web 3.0. You appreciate direct communication. You're both an active communicator and an eager listener - because let's face it, you can't have one without the other. You're cool with candid feedback and see every setback as an opportunity to grow. You can pivot on the fly. Crypto is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You're not looking for a boring job. You have a "can do" attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn't scare you, but rather empowers you to take 100% responsibility for achieving our mission. You want to be part of a winning team. We're stronger together, and you're a person who embraces being pushed out of your comfort zone. The role will be based in our London office. Working closely with our London and US-based executive teams, business stakeholders and colleagues in Legal and Compliance globally, you will play a key role in advising our UK operating entity on a broad range of legal matters, including compliance with applicable e-money / payment services and financial services law and regulation, consumer protection law, product roll-outs and strategic initiatives. You will also establish and manage legal policies and procedures and assist with the smooth running of legal operations to ensure that our business receives the highest quality legal advice as we continue to expand globally. What you'll be doing (ie. job duties): Work closely as legal advisor to business executives and the Compliance team to ensure compliance of EU and international operations with applicable e-money / payment services and financial services law and regulation and digital currency exchange best practices Provide legal guidance to international operating entities. Includes responsibility for ensuring legal and regulatory compliance of new products and services, inter-company operating arrangements, commercial relationships and banking partnerships, retail and institutional terms of business, assisting the business in rolling out products and services to new jurisdictions, and co-ordinating support and advice with the U.S. based legal team as appropriate Advise business leads and other key clients of new regulatory and policy trends and developments involving digital currency in Europe and other key international jurisdictions, and help enable Coinbase's advocacy for effective regulation Continuously assess operating risks and legal needs and ensure that the legal department is equipped to provide outstanding support as Coinbase's international business continues to grow Manage outside counsel effectively where they are engaged in connection with specific projects, while establishing your own strong domain expertise. What we look for in you (ie. job requirements): Qualified solicitor in England and Wales with approximately 5 -10 years experience working in a regulated e-money / payment services or financial services institution in the UK (e.g. e-money issuer, payment service firm, broker dealer / asset manager) or in a law firm supporting such clients (ideally with some previous in-house experience) Strong familiarity with financial services regulation Experience dealing with regulators such the Financial Conduct Authority, Prudential Regulation Authority and/or other key European regulators is preferred Ability to manage complex projects involving coordination across multiple time zones, challenging legal issues and tight deadlines Ability to work closely with Compliance to deliver coordinated input to the business and other stakeholders Ability to exercise initiative and drive effective internal decision making across complex workstreams to enable Coinbase to meet its long-term goals Ability to manage a large and varied workload and exercise excellent judgment, analytical rigour and commercial pragmatism. Must be able to provide crisp and practical legal advice to business executives across a broad range of matters with limited supervision Highly driven and proactive. Must be keen to create process and structure and strive for continuous improvement Must be flexible, able to multitask, detail-oriented, and enjoy fast paced and high-intensity work Exceptional legal writing abilities and skilled at synthesizing the perspectives of various stakeholders Comfortable working independently in a fast-paced, growth-stage environment, subject to regulatory scrutiny, operating excellence and Coinbase's demanding standards to operate the world's most trusted digital currency exchange Nice to haves: Enthusiasm for and a basic understanding of digital currencies/blockchain PID: P57323 Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view Pay Transparency , Employee Rights and Know Your Rights notices by clicking on their corresponding links. Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please complete this intake form to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary: This role is responsible for providing regular share register analysis and client support to relevant Analytics Client Manager(s). You will also provide help and support to the other Client Managers to ensure that RD:IR is providing the best service possible to its clients Core Duties/Responsibilities Analyse the client's share registers in terms of beneficial and institutional ownership at a frequency agreed with the client Monitor where requested on a weekly basis the large transaction advices on movements on the client share register with S793 action/notice to client of unusual movements as relevant Issue where relevant Companies Act ("CA") section 793 notices on behalf of client directly or via the Analytics Administration Team Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules. Provide where requested peer company institutional ownership data for clients Ensure that client data is kept up to date on all systems within RD:IR Ensure quality control of analysed data by checking movements using approved checking procedures. Augment ShareMatch database by entering data as appropriate into this database Supporting the Client Managers with client liaison Ensure to keep up to date with important industry news /regulation changes Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity Assist in training and supervising of junior team members Attend client training sessions and review meetings with the Client Manager Assist in preparing client reports Make recommendations and participate in the planning and improvement of the overall Analytics team Skills/ capabilities and attributes One year experience as a Shareholder Analyst or similar analytical role preferred but not essential Educated to degree level or equivalent Strong financial and capital market knowledge Strong computer skills Highly numerate Good communication skills Ability to work under pressure & to deadlines What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
May 13, 2024
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary: This role is responsible for providing regular share register analysis and client support to relevant Analytics Client Manager(s). You will also provide help and support to the other Client Managers to ensure that RD:IR is providing the best service possible to its clients Core Duties/Responsibilities Analyse the client's share registers in terms of beneficial and institutional ownership at a frequency agreed with the client Monitor where requested on a weekly basis the large transaction advices on movements on the client share register with S793 action/notice to client of unusual movements as relevant Issue where relevant Companies Act ("CA") section 793 notices on behalf of client directly or via the Analytics Administration Team Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules. Provide where requested peer company institutional ownership data for clients Ensure that client data is kept up to date on all systems within RD:IR Ensure quality control of analysed data by checking movements using approved checking procedures. Augment ShareMatch database by entering data as appropriate into this database Supporting the Client Managers with client liaison Ensure to keep up to date with important industry news /regulation changes Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity Assist in training and supervising of junior team members Attend client training sessions and review meetings with the Client Manager Assist in preparing client reports Make recommendations and participate in the planning and improvement of the overall Analytics team Skills/ capabilities and attributes One year experience as a Shareholder Analyst or similar analytical role preferred but not essential Educated to degree level or equivalent Strong financial and capital market knowledge Strong computer skills Highly numerate Good communication skills Ability to work under pressure & to deadlines What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Macquarie Asset Management's Client Solutions Group is looking to hire a Senior Vice President (SVP) / Associate Director (AD) level team member who will focus on co-investments and strategic partnerships within our infrastructure equity business. With a focus on our global infrastructure equity platform, you will assist with co-investment related equity fundraising (both building bidding consortia and equity syndications), investor relations and the development of our global co-investment framework. Furthermore, you will work on due diligence materials for existing and potential co-investors whilst working closely with our global co-investment director, investment teams, product specialists and relationship managers. You will also be closely involved in the negotiation of equity documentation including shareholders agreements. You will also work on the creation and execution of strategic partnerships with some of our largest clients. A solid understanding of the acquisition lifecycle, infrastructure equity funds, equity documentation and investments across all sectors are key to being able to respond to our investor's queries and investment teams requirements for co-investment capital. You will be someone who can work dynamically across multiple workstreams whilst managing multiple stakeholder interests. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in the infrastructure equity sector, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief.
Sep 24, 2022
Full time
Macquarie Asset Management's Client Solutions Group is looking to hire a Senior Vice President (SVP) / Associate Director (AD) level team member who will focus on co-investments and strategic partnerships within our infrastructure equity business. With a focus on our global infrastructure equity platform, you will assist with co-investment related equity fundraising (both building bidding consortia and equity syndications), investor relations and the development of our global co-investment framework. Furthermore, you will work on due diligence materials for existing and potential co-investors whilst working closely with our global co-investment director, investment teams, product specialists and relationship managers. You will also be closely involved in the negotiation of equity documentation including shareholders agreements. You will also work on the creation and execution of strategic partnerships with some of our largest clients. A solid understanding of the acquisition lifecycle, infrastructure equity funds, equity documentation and investments across all sectors are key to being able to respond to our investor's queries and investment teams requirements for co-investment capital. You will be someone who can work dynamically across multiple workstreams whilst managing multiple stakeholder interests. Our Client Solutions Group is responsible for Macquarie Asset Management's investor interface across product development, capital raising, investor relations and co-investment. We have a globally diverse investor base, and the team covers the world's largest and most sophisticated institutional investors globally, including Pension Funds, Insurance Companies, Sovereign Wealth Funds, UHNW individuals and Foundations. We attract and select high-calibre individuals, while numerical or analytical degrees are favourable, it is not a requirement if you are able to demonstrate the required skill-set. Our employees are diverse, motivated, and collaborative and are all committed to Macquarie's key principles of integrity, accountability and opportunity. If you have experience in the infrastructure equity sector, ideally through transactions, in fund management, investment banking or strategy consulting, we want to hear from you. About Macquarie Asset Management Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2021, Macquarie Asset Management had $A562.2 billion of assets under management. Our commitment to Diversity and Inclusion The diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including colour and ethnic or national origins), religion or belief.
Private Banking Client Service Specialist (CSS) are the primary contact for all service related needs of a Private Banking client. CSS work with bankers, investors, various products specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products. CSS are regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: affecting cash movements, monitoring overdrafts, cash balances, foreign exchange; tax bookings and tax documents inquires; performing account maintenance (account opening and closing, change of address, stop payments and fees billing. The IPB Client Service Tax Support team is responsible in supporting CSSs in various tax related matters, from tax documentation to tax bookings/withholding and tax reporting. Including but not limited to: Support CSSs in the yearly FATCA W8 Solicitation or any other tax remediation - ensuring the CSS are clear on their role and responsibilities in the process, training on tax tools and support with any client queries and requests Assist CSS in answering to client tax documents, reporting and withholding queries, without giving tax advice Deliver Tax Training and Communication Agenda for the region in close consultation with the Client Service Training Team and in coordination with Corporate Tax, Tax Operations and Onboarding Tax Work closely with business partners on system and process improvements impacting Client Service Conduct needs analysis with staff, management and business partners to identify areas for additional tax training opportunities Document and maintain detailed procedure and job aid resources related to tax activities to assist end users in day-to-day functions Translate Subject Matter Expert knowledge into effective learning solutions Project coordination and implementation. Represent Client Service in various forums. Assist managers in development and coaching of staff in tax related matters Participate on projects related to tax whose outcomes have signification impact to business results as requested by the manager Independent contributor with minimum supervision, able to drive tax topics on their own with stakeholders IPB2021 About Us J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Jan 04, 2022
Full time
Private Banking Client Service Specialist (CSS) are the primary contact for all service related needs of a Private Banking client. CSS work with bankers, investors, various products specialists and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products. CSS are regionally aligned to bankers and their client base. Some examples of CSS daily responsibilities include: affecting cash movements, monitoring overdrafts, cash balances, foreign exchange; tax bookings and tax documents inquires; performing account maintenance (account opening and closing, change of address, stop payments and fees billing. The IPB Client Service Tax Support team is responsible in supporting CSSs in various tax related matters, from tax documentation to tax bookings/withholding and tax reporting. Including but not limited to: Support CSSs in the yearly FATCA W8 Solicitation or any other tax remediation - ensuring the CSS are clear on their role and responsibilities in the process, training on tax tools and support with any client queries and requests Assist CSS in answering to client tax documents, reporting and withholding queries, without giving tax advice Deliver Tax Training and Communication Agenda for the region in close consultation with the Client Service Training Team and in coordination with Corporate Tax, Tax Operations and Onboarding Tax Work closely with business partners on system and process improvements impacting Client Service Conduct needs analysis with staff, management and business partners to identify areas for additional tax training opportunities Document and maintain detailed procedure and job aid resources related to tax activities to assist end users in day-to-day functions Translate Subject Matter Expert knowledge into effective learning solutions Project coordination and implementation. Represent Client Service in various forums. Assist managers in development and coaching of staff in tax related matters Participate on projects related to tax whose outcomes have signification impact to business results as requested by the manager Independent contributor with minimum supervision, able to drive tax topics on their own with stakeholders IPB2021 About Us J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Do you want to play a key role in an organisation which stands up for children? Join us as a UK Practice Development Adviser in our Manchester office and work closely with local communities and partners to support the development of innovative, effective and evidence-informed practice approaches that better support children and families living in poverty. At Save the Children we believe that every child has the right to ensure that their basic needs are met, and to receive the encouragement and help which enables them to reach their full potential. The greatest barrier to this in the UK is poverty and inequality. Our mission is to secure a sustainable reduction in the number of children growing up in poverty and work to narrow the learning gap between those children and their better off peers. We fight for children every single day. We work with local and national partners to drive systemic and lasting change, and build partnerships with institutional donors, including governments, multi-laterals and trusts. This role sits within the North of England Team and you will be expected to work with local partnerships and to travel within the country. As a UK Practice Development Adviser you will work together with Partnership Leads on the key priorities agreed in our local partnerships and country strategies. With the support of a Senor Partnership and Practice Manager, you will play a key role in shaping local and national practice. You will identify opportunities for innovation and change (including systems change), adaptation, or improvement. Working with partner organisations, you will generate the learning and evidence required to fulfil the national change strategy, and influence practice at a national level. In addition you will: Support and facilitate innovation and practice development, assisting work with external partners and other members of the UK team Engage with children and families in the joint development of this work ensuring that it promotes and reflects their voices and experiences Support and deliver training for early years professionals Ensure work is delivered in line with agreed quality standards To be successful you will be a strong team player, with excellent verbal and written communication skills and an in-depth knowledge of the practice development, innovation and systems change approaches. A creative and flexible worker, you will have experience of working with families and supporting them to share their experiences. You will have knowledge of co-design, co-production and participation methodologies and experience of co-developing approaches with practitioners and other stakeholders. Additionally, you will have: Understanding and experience of innovation and practice development skills, tools and techniques Experience of the implementation of projects to develop and test new practice approaches Experience in engaging children and families Experience of supporting monitoring and evaluation activity Understanding of the impact of poverty on children, families and neighbourhoods and the barriers that communities face in seeking to bring about positive change The ability to travel occasionally within the UK, including some overnight stays. At Save the Children we are committed to the safeguarding and protection of children in our work. We will do everything possible to ensure that only those who are suitable to work with children are recruited to work for us. This post is subject to a range of vetting checks including a criminal records disclosure. Save the Children UK is committed to diversity and equality of opportunity in all aspects of our work both external and internal. We strive to be an inclusive employer and particularly encourage applications from under-represented groups such as returning parents or carers who are re-entering work after a career break, people who are LGBT+, from Black, Asian and Minority Ethnic backgrounds, with a disability, impairment, learning difference or long-term condition, with caring responsibilities, from different nations and regions, and from less advantaged socioeconomic backgrounds. If you share our belief in the power of children, join the fight. It takes relentless determination, creativity and a real commitment to real change. Because every child should be able to make their mark on their world, and help to build a better future. We look forward to hearing from you. To apply please visit our website.
Nov 04, 2021
Full time
Do you want to play a key role in an organisation which stands up for children? Join us as a UK Practice Development Adviser in our Manchester office and work closely with local communities and partners to support the development of innovative, effective and evidence-informed practice approaches that better support children and families living in poverty. At Save the Children we believe that every child has the right to ensure that their basic needs are met, and to receive the encouragement and help which enables them to reach their full potential. The greatest barrier to this in the UK is poverty and inequality. Our mission is to secure a sustainable reduction in the number of children growing up in poverty and work to narrow the learning gap between those children and their better off peers. We fight for children every single day. We work with local and national partners to drive systemic and lasting change, and build partnerships with institutional donors, including governments, multi-laterals and trusts. This role sits within the North of England Team and you will be expected to work with local partnerships and to travel within the country. As a UK Practice Development Adviser you will work together with Partnership Leads on the key priorities agreed in our local partnerships and country strategies. With the support of a Senor Partnership and Practice Manager, you will play a key role in shaping local and national practice. You will identify opportunities for innovation and change (including systems change), adaptation, or improvement. Working with partner organisations, you will generate the learning and evidence required to fulfil the national change strategy, and influence practice at a national level. In addition you will: Support and facilitate innovation and practice development, assisting work with external partners and other members of the UK team Engage with children and families in the joint development of this work ensuring that it promotes and reflects their voices and experiences Support and deliver training for early years professionals Ensure work is delivered in line with agreed quality standards To be successful you will be a strong team player, with excellent verbal and written communication skills and an in-depth knowledge of the practice development, innovation and systems change approaches. A creative and flexible worker, you will have experience of working with families and supporting them to share their experiences. You will have knowledge of co-design, co-production and participation methodologies and experience of co-developing approaches with practitioners and other stakeholders. Additionally, you will have: Understanding and experience of innovation and practice development skills, tools and techniques Experience of the implementation of projects to develop and test new practice approaches Experience in engaging children and families Experience of supporting monitoring and evaluation activity Understanding of the impact of poverty on children, families and neighbourhoods and the barriers that communities face in seeking to bring about positive change The ability to travel occasionally within the UK, including some overnight stays. At Save the Children we are committed to the safeguarding and protection of children in our work. We will do everything possible to ensure that only those who are suitable to work with children are recruited to work for us. This post is subject to a range of vetting checks including a criminal records disclosure. Save the Children UK is committed to diversity and equality of opportunity in all aspects of our work both external and internal. We strive to be an inclusive employer and particularly encourage applications from under-represented groups such as returning parents or carers who are re-entering work after a career break, people who are LGBT+, from Black, Asian and Minority Ethnic backgrounds, with a disability, impairment, learning difference or long-term condition, with caring responsibilities, from different nations and regions, and from less advantaged socioeconomic backgrounds. If you share our belief in the power of children, join the fight. It takes relentless determination, creativity and a real commitment to real change. Because every child should be able to make their mark on their world, and help to build a better future. We look forward to hearing from you. To apply please visit our website.
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. Operations Overview Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world. The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: Advising on documentation requirements to external and internal partners. Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. Documenting clients on due diligence and related systems and updating these profiles periodically. Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/ KYC background or a relevant degree such as law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. Undertake quality review of clients' KYC records Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities Serve as point of contact for KYC and reporting issues for designated clients Act as a KYC and AML subject matter resource for KYC due diligence teams Act as a subject matter resource on the KYC/AML policies and procedures Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues For all candidates we look for : Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. Attention to detail Strong written and oral communication skills, able to influence internal and external stakeholders Strong analytical, prioritization and organizational skills Logical, structured approach to planning, problem solving and decision-making Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Strong client focus and ability to partner with various internal groups and client coverage Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions Ability to work under pressure and to fixed deadlines Independent, self-motivated, with an ability to adapt and be flexible in a team environment A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would welcome applications from candidates speaking these languages (B2 level or above) who meet our other criteria. JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer. If you would like to pursue a career with JPMorgan Chase & Co.'s Operations in Edinburgh, please apply online providing a CV in English. IPB2021 About Us J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Sep 14, 2021
Full time
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in more than 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset Management, Consumer & Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world. Operations Overview Operations are uniquely positioned at the heart of all that we do. We impact the business we undertake from end to end - involved in almost all major steps of the transaction lifecycle as well as new initiatives (account opening and KYC, products and services) and vendor management. We work in collaboration with counterparts from all areas across Lines of Business, Technology, Finance and Corporate Functions. Our role is all about maintaining the efficient processes our people rely on every day to do first-class business, whilst constantly striving to achieve the improvement that makes the firm one of the most respected financial institutions in the world. The global focus on Anti Money Laundering (AML) and Know Your Client (KYC) is increasing and leading to new roles and opportunities within JP Morgan. The firm is establishing within Operations a market-leading function to help manage the regulatory risks involved in Onboarding clients with special attention to meeting the regulatory AML and KYC requirements. We are offering you an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area. Key Responsibilities: The team's key responsibilities are: Advising on documentation requirements to external and internal partners. Review of legal, account opening and tax documentation as to whether it meets regulatory and internal policies to open or maintain an account. Documenting clients on due diligence and related systems and updating these profiles periodically. Taking responsibility for the end-to-end onboarding process. Team members in Edinburgh will undertake some or all of these roles depending on their role within the team. We prefer candidates with prior AML/ KYC background or a relevant degree such as law. The Client Onboarding Officer will support all aspects of client onboarding to include the fulfilment of Anti Money Laundering (AML) and Know Your Client (KYC) requirements. The Client Onboarding Officer will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The Client Onboarding Officer will own the end to end Onboarding of new clients and subsequent periodic renewal process of all clients. The Client Onboarding Officer will assist with the drafting and gathering of client documents and make independent recommendations regarding AML risk at a client level prior to final review by the client-facing team. The Client Onboarding Specialists are expected to stay current with all regulatory changes and requirements around client KYC, Suitability and Documentation. Analysing and understanding complex client structures and explaining them to colleagues across the business, and able to escalate appropriately any risks identified during the documentation review process. Partnering with the client facing teams to collect required legal documents and associated information to meet all regulatory and internal polices Act as a subject matter expert on required legal documents and process to onboard a client to PB platforms, reviewing clients' constitutional documentation, having consideration for relevant tax, regulatory and corporate law issues, as applicable. Once trained, the successful candidate will be expected to deal with a wide range of jurisdictions and entity types. Full training is provided to all new joiners. Undertake quality review of clients' KYC records Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities Serve as point of contact for KYC and reporting issues for designated clients Act as a KYC and AML subject matter resource for KYC due diligence teams Act as a subject matter resource on the KYC/AML policies and procedures Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues For all candidates we look for : Previous experience in AML or KYC advantageous, but training will be provided to the successful candidate. Attention to detail Strong written and oral communication skills, able to influence internal and external stakeholders Strong analytical, prioritization and organizational skills Logical, structured approach to planning, problem solving and decision-making Strong risk and controls awareness Capacity to think laterally and convey an understanding of the big picture Maintains a sense of urgency and ability to prioritize/multi-task Strong client focus and ability to partner with various internal groups and client coverage Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions Ability to work under pressure and to fixed deadlines Independent, self-motivated, with an ability to adapt and be flexible in a team environment A strong sense of ownership and responsibility Fluency in English is required. The team reviews documentation in English, French, German, Spanish, Italian and Dutch, and we would welcome applications from candidates speaking these languages (B2 level or above) who meet our other criteria. JPMorgan Chase & Co. offers extensive training and development opportunities, an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer. If you would like to pursue a career with JPMorgan Chase & Co.'s Operations in Edinburgh, please apply online providing a CV in English. IPB2021 About Us J.P. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.