AWM - Associate - Business Management
J.P. Morgan
Mumbai, Maharashtra
JP Morgan Introduction:
J.P. Morgan is a leading global financial services firm, established over 200 years ago:

o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
o We have assets of $2.5 trillion and operations worldwide

o We operate in more than 100 markets.

o We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.

J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

Overview: J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra-high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world.

Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset & Wealth Management business is also guided by its strategic objective and business priorities.

To partner with the GF &BM AWM Leadership team in ensuring proper functioning of businesses on a day to day basis and also facilitate the implementation of local and global initiatives across business groups

Role Description:
Local Initiatives & Responsibilities

Project Management

Act as a co-ordination point for all off-shoring initiatives

Hold regular touch-point calls/meetings with the onshore and the offshore stakeholders to closely track the progress of projects per the timelines mentioned therein

Engage key parties from both the onshore and offshore location early on and continue to liaise with them throughout the lifecycle of the project

Assist in setting up the infrastructure from a technology standpoint for setting up new functions

Risk & Control

Partner with the Risk Management teams in executing various risk & control initiatives

Ensure all the BCP documentation are completed in a timely and efficient manner

To partner with Compliance to ensure adherence to PAD policies, completion of mandatory trainings etc.

Financial discipline

To coordinate with the leads and facilitate forecasting on a regular basis and ensure the expenses are in control with proper justification

To facilitate the Budgeting exercise and ensure that the budget is drilled down to the appropriate cost center levels.

Regular interaction with GF&BM Finance team and review the financials as appropriate

Control Initiatives

To partner with the Control agenda lead in executing the 2020 action plan – part of control governance framework

To facilitate the overall audit process (internal / external) with a focus on continuously improving documentation (SOPs), resiliency, adherence to CSA, etc.

Efficiency / CLS

Facilitate the tracking & reporting of Shrink & Grow on a monthly basis with HC reconciliation as necessary

To support AWM Efficiency initiatives & drive the various strategic and tactical projects


Provide business / management updates for key stakeholders (Team statistics – attrition, demographics, experience etc.)

Facilitate cross-functional forums (OBT, Town halls, Signature events etc.)

Skill Sets:
The individual needs to possess great engagement, communication skills as he/she would be constantly required to communicate with senior management and stakeholders across locations

Project management & prioritization skills - ability to work through change

Ability to deliver against tight deadlines with high quality

Customer centric and result oriented

Needs to possess great project management skills to execute various local and global initiatives

Needs to have an eye for detail and good analytical skills

Proactive, self-starter with an ability to drive things independently

Good Excel, presentation skills is a must – an added advantage will VBA skills, understanding of Macros

4-5 years of experience in project management and business controls

Understanding of the AWM business, various asset classes and investment products is desirable

Qualified professional (MBA or any post graduate degree)