WM includes both the Private Bank ("PB") and JPMorgan Securities ("JPMS").WM offers investment advice and wealth management services, including investment management, capital markets and risk management, trust and estate planning, banking, lending, custody, mortgage, and specialty wealth advisory services.WM offers these services to high-net-worth and ultra-high-net-worth individuals, families, money managers, business owners, trusts, personal holding companies and corporations worldwide, including law firms, private equity and hedge funds where the principals of such firms also maintain individual relationships with WM.WM also provides services to charities, foundations and endowments, as well as structures associated with each of the above such as personal holding companies, trusts and corporations.AWM Finance and Business Management is responsible for financial planning and analysis, regulatory reporting, strategy, capital stress, business management and internal control on a global basis.The Internal Control & Program Management team is part of AWM Finance and Business Management and is responsible for several control initiatives and works closely with many support functions across AWM.

The team manages the following control initiatives:

Sarbanes-Oxley (SOX) Control ProgramQuality Assurance over Regulatory Reporting (e.g., CCAR, Risk Appetite, etc.)Resolution and Recovery Planning Program ManagementCoordination and documentation of AWM s quarterly Management Representation Letter and Control Affirmation processMonthly preparation of Risk Reporting for Seed Capital, Co-Investments and Principal Risk ReportingPreparation and analysis of legal entity Reorganization and Capital Actions (RCA) and inter-company guaranteesLegal Entity Structure / Reg-W Reporting (Metrics / EMRs)Legal entity reporting and analysis as it relates to the Global Enterprise Management System ( GEMS ), rationalization and other business programs (i.e., FATCA);Roles & Responsibilities for Program Management - Resolution Planning, Recovery Planning and ExecutionThe candidate must be an experienced professional, good knowledge of the private bank / wealth management and / or asset management businesses, financial instruments and products, and a strong understanding of internal control and support systems within a financial institution;Provide management with support for a complex reporting process to ensure complete, accurate and timely reporting of the Resolution Planning and Recovery Planning documentation for the lines of business, legal entities and in-scope critical operations;Update and maintain documentation to support the individual plans, and other appendix related information;Assist with the administration of the AWM Resolution and Recovery Planning PMO, and underlying programs; andInteract with line of business contacts in Finance and Business Management, Legal Entity Controllers, O&C, Technology, Operations, Real Estate, Compliance, Legal and the Firm PMO team.7 + years experience in global financial servicesPrior experience with Business Management, Financial Reporting and/or BudgetingProject Management experience along with a working knowledge of Financial products (e.g., Equity, Credit, Derivatives, Collateral, etc.

);The ability to:
Develop, clearly present and draw conclusions from relevant data;Learn quickly, be flexible and think strategically;Multi-task in order to complete projects on time while being able to adapt to changing priorities;Work individually and in teams, shares information, supports colleagues and encourages participation;Possess thoughtful analytical skills along with strong skills in time management, problem solving, written and verbal communication;Enthusiastic, self motivated, effective under pressure;Strong work ethic with keen attention to detail and accuracy;Strong PowerPoint and Excel skills required

contact seller Read More

Copyright © 2018 Americanlisted.com, All Rights Reserved.
Designated trademarks and brands are the property of their respective owners.