JPMorgan Chase Asset Management - US ETF Platform - Vice President in New York, New York
JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
The US ETF Platform Management Team sits within the Client Service and Business Platform organization and is entirely dedicated to the Exchange Traded Funds business within Asset Management. The team oversees and develops the exchange traded fund operating model, sets and monitors policies and procedures, sponsors and manages strategic initiatives, monitors and proactively responds to industry and regulatory changes, manages the exchange traded fund governance process, identifies and mitigates risks, oversees the ETF creation / redemption process, supports new fund launches and supports ETF Board administration. Members of the team work very closely with ETF Capital Markets, Portfolio Managers, Portfolio Administration, Legal, Compliance, ETF Product Development, Fund Implementation, Tax, Operations and Technology groups.
We are seeking a seasoned, highly motivated, driven and committed individual to join our rapidly expanding ETF business. The ETF Platform Management Vice President will partner with Product Development, Portfolio Management, Capital Markets, Product Administration, Product Implementation, Investment Specialists, Legal, Risk, Compliance, Operations and Technology groups to manage and expand our product offering.
Develop and maintain the end to end operating model for the U.S. ETF business across Portfolio Management, Product Administration, Fund Accountant, Order Taker, Distributor and the Stock Exchanges.
Support and train portfolio management teams in unique ETF roles and responsibilities; including intraday valuation, portfolio composition file, creation and redemption (primary market) process, including custom baskets.
Create and maintain each fund's primary market creation and redemption policies and procedures, including setting and monitoring of fixed and variable fees.
Maintain Authorized Participant Handbook, prospectus disclosures, Authorized Participant Agreements, Authorized Participant Representative and other ETF specific agreements.
Project manage initiatives to support new types of exchange traded funds.
Identify and initiate projects to ensure control and quality of operating model.
Assist with setting and monitoring ETF accounting and tax policies.
Monitor ordinary income and capital gain distribution requirements and support portfolio managers with tax management decisions.
Lead process to select third party vendors.
Manage process to obtain approval for new fund launches.
Support governance with regulatory requirements impacting ETFs.
Produce reports for management and ETF Board of Trustees.
Support internal and external audits impacting ETF business.
10 years of Exchange Traded Fund / Mutual Fund experience preferred.
Ability to work in a large organization across cross-functional teams.
Excellent communication skills (written, verbal, and presentation).
High attention to detail, quality and accuracy with no tolerance for error.
High energy and work ethic, responsible, self-starter.
Strong team player and must have the capability to build good working relationships with cross-functional/geographical teams.
Proactive, creative and flexible and exhibits a "no job too big or too small" attitude.
Highly organized and strong follow-up skills.
Ability to drive results and effectively manage competing deliverables simultaneously and meet tight deadlines in a high pressure environment.
Ability to effectively multi-task, work independently and escalate when necessary.
Strong problem solving and critical thinking skills.
Ability to effectively prioritize and to take complete ownership of assigned tasks.
Ability to manage stakeholder expectations and build strong governance model.
Control orientated mindset and Risk awareness is essential.
Comprehensive working knowledge of Microsoft Office (including Excel, PowerPoint, Project and Visio skills).
Ability to learn complicated systems and how they interact to ensure the operating model is working in a controlled environment.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
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