Job Description

Description-

Designation : Process Manager-Associate

This role includes responsibility for updating acquisition cost, acquisition date and tax code to securities transferred at lot level. In addition team is responsible for applying specified lots to sales & transfers. Tax Cost is responsible for updating acquisition cost, acquisition date and tax code to securities transferred at lot level. In addition team is responsible for applying specified lots to sales & transfers.

Qualification -

• 8-10 years of relevant work experience.
• Prior experience with Private Banking Operations will be added advantage
• Candidate should possess in depth knowledge US Tax and Securities
  
• High proficiency in Microsoft Office
  
  

Educational Qualification -Desired- Post Graduate, Minimum - Graduate Role Purpose: Tax Cost is responsible for updating cost basis information at lot level on securities transferred which include acquisition cost, acquisition date and tax code. This information eventually flows into client tax forms like 1099 B as it helps in gain/loss calculation.

The role involves updating the above information for products as mentioned- Equities, Bonds, Money Market Funds and Mutual Funds Key Responsibilities:

• Ensure accurate and timely completion of operational procedures.
• Understand, follow and demonstrate compliance with all Risk and Control regulations.
• People management including managers
• Work Allocation and monitoring.
• Escalation management
• Active involvement in and contribution to Global Projects / Local Initiatives.
• Assist and ensure a competitive and transparent work culture.
• Identify, evaluate and deliver process improvement initiatives.
• Manage and lead discussions on exceptional cases.
• Propose and create efficiencies

Key Competencies:

• Strong analytical skills with high accuracy and attention to details.
• Excellent communication skills, both verbal and written.
• Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
• Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
• Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
• Strong team player.
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.
• Aid in the development and management of an innovation driven work 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.