Asset Management Operations Job Description

Asset Management Operations Job Description

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Asset management operations provides applicable training to Underwriting and Support staff on underwriting and operational procedures, troubleshooting techniques and systems.

Asset Management Operations Duties & Responsibilities

To write an effective asset management operations job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management operations job description templates that you can modify and use.

Sample responsibilities for this position include:

Utilize various applications (MS Excel, Access, Cognos reports) to facilitate ad-hoc analytical / information inquiries, to serve as testing tools
Analysis of current processes and controls providing ideas for implementation of enhancements
Manages a team of support analysts across Equity Investors and Trading (Multi-Asset Investors at a future date)
Assigns support analysts to required tasks
Keep business informed of progress and resolution
Handles post mortem and analysis of root cause
Handles the escalation rota to support Level 1 (L1) during overnight and week-ends
Minimal code changes expected within this stream
Creation of pro-active monitoring and alerting for our applications
Work to help L1 increase their efficiency

Asset Management Operations Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Asset Management Operations

List any licenses or certifications required by the position: PMP, ITAM, ITIL, PRINCE

Education for Asset Management Operations

Typically a job would require a certain level of education.

Employers hiring for the asset management operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, Business/Administration, MBA, Education, Financial Services, Engineering, Management

Skills for Asset Management Operations

Desired skills for asset management operations include:

Excel
Quality control techniques/procedures
Risk management techniques from both a detection mitigation perspective
Downstream pass through systems and General ledger processing
ECI workflow
Fixed income
JPMC operational units
Operational functions of banking
Custody businesses
Developing queries and procedures in SAS and SQL

Desired experience for asset management operations includes:

Coordinate the IT Risk & Technical Audit agenda
Create an IT Risk & Audit roadmap to share with all Product Owners
Responsible for Applications risk assessment, MAS regulatory requirements and actions
First point of call for audit requests
Handles the CSA agenda (self assessment against IT Risks and Controls standards)
Oversight of key global control initiatives

Asset Management Operations Examples

1

Asset Management Operations Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of asset management operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset management operations
  • Involved in testing where possible
  • Create TRAP recovery documents
  • Support UAT environment, get help from developers where required
  • Facilitate the definition and agreement of project scope with internal and external stakeholders
  • Develop and maintain overall project and workstream plans from initiation through migration
  • Ensure status is communicated and well understood by project team, internal and external stakeholders
  • Identify, document and communicate risks, issues and dependencies
  • Prepare and maintain project staffing forecast
  • Maintain accurate and timely budget forecast and actual spend
  • Manage change control process to ensure impact of decisions are communicated and well understood by internal and external stakeholders
Qualifications for asset management operations
  • Minimum of 10 years experience in project management, within financial services a plus
  • Technical fluency in various technologies, architectures and messaging standards including Oracle and Sybase databases, SQL, Unix scripts, Java/ JXB and .NET
  • Ideally, experience of working on agile or scrum projects
  • Series 7 and/or 63 a plus, not required
  • A strong communicator, able to interact successfully and deliver results amongst all levels of employees
  • Experience in managing global financial industry regulatory reform initiatives (Dodd Frank, CFTC, EMIR, ) preferred
2

Asset Management Operations Job Description

Job Description Example
Our company is searching for experienced candidates for the position of asset management operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset management operations
  • Evaluate the accuracy and completeness of Control Self Assessments (CSA)
  • Have the primary responsibility to identify optimal operational workflow to support new instruments/products and engage with industry peers to identify industry wide operational issue and look for improvement opportunities
  • Responsible to partner with the business and internal teams on operational readiness to comply with regulatory reforms and market driven events
  • Manage Operational Risk in aligned functions
  • Represent Risk as subject matter expert on cross-functional risk and regulatory initiatives/projects
  • Assist with the timely and accurate preparation and/or review of the quarterly invoices for the Institutional Client business
  • Assist with the planning of billings process to ensure completeness and timeliness are maintained
  • Liaise with administrators to ensure adequate supporting documentation on file for client invoices and co-ordinates the review process with them ensuring appropriate authorization is obtained before collection and invoice mail-out occurs
  • Performs monthly/quarterly analysis of various general ledger accounts as required
  • Assist Accounts Payable Clerk with filing and any ad-hoc tasks
Qualifications for asset management operations
  • Background experience in Finance preferred
  • Program / Project Management preferred
  • Two to four years of financial/operational experience
  • 3 - 5 years post-secondary experience
  • Service orientation, sense of urgency, ability to manage clients’ expectations professionally
  • Three to five years of financial/operational experience
3

Asset Management Operations Job Description

Job Description Example
Our company is growing rapidly and is looking for an asset management operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management operations
  • Work with other staff members to ensure processes are set-up efficiently and adequate internal controls are in place
  • Assist the Business Operations Manager with ad-hoc projects, as required
  • Partner with various clients and business partners to define solutions to business needs
  • Troubleshoot production and test issues
  • Perform address and account maintenance functions for Private Banking clients across PB systems
  • Perform address and account maintenance verification, identifying errors training opportunities
  • Provide business user support on various technological developments to the Institutional Client Reporting systems
  • Responding promptly to client inquiries, committing to deliverables undertaking ad hoc investigation and analysis, where this is appropriate
  • Perform fund valuations for pooled and institutional funds
  • Process qualified custodian requests from auditors and investment advisors to confirm adherence regulatory obligations pertaining to statement delivery
Qualifications for asset management operations
  • Strong working knowledge of products with an emphasis on Subscription, Redemption, Conversion and Transfer processing
  • Experience in FX hedging execution, settlement and monitoring
  • Business Management experience required
  • Strategic thinking and desire to work both at a strategic and on a detailed-analysis level
  • Demonstrated success leading investment management front or middle office implementation projects including investment operations outsourcing, portfolio accounting, order management, data management, reporting and analytics
  • Minimum 2 years financial industry experience in Operations or any type of reporting functions
4

Asset Management Operations Job Description

Job Description Example
Our innovative and growing company is hiring for an asset management operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset management operations
  • Execute complex Investments in and out of underlying Hedge Fund Managers (both USD and FX)
  • Daily Interaction with Compliance and Legal on all aspects of investment documentation
  • Working directly with clients, clients support teams, and internal working teams on new product launches and new business initiatives
  • Offering guidance/support/knowledge to various clients, client support teams and JPM teams on product services and processes
  • Establish efficient workflow processes between JPMAAM and our client’s Fund Administrators/custodians
  • Proactively look for means of automation, efficiencies - consistently work with business groups to make enhancements to current systems and processes
  • Provides end-to-end coordination for all aspects of training and development programs
  • Day-to-day planning and execution of classroom and virtual instructor-led programs eLearning programs - Includes managing nomination/participant list, sending communications, producing training materials (name tags, manuals, profile books, ) and sitting in on selected sessions
  • Establish and maintain training vendor relationships, contracts and logistics
  • SharePoint administration, development and maintenance
Qualifications for asset management operations
  • Focus on teamwork and client service
  • Degree educated within a business / analytical field
  • Minimum 7 years’ experience within a Global Investment bank
  • Understanding of the regulatory initiatives prescribed by FCA (previously FSA), Dodd Frank and Basel III
  • Understanding of common process improvement methodology such as Six Sigma
  • Ability to forge strong rapport with a Financial Services Clients
5

Asset Management Operations Job Description

Job Description Example
Our company is searching for experienced candidates for the position of asset management operations. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management operations
  • Back up Communications Associate
  • Serve as a strategic business partner to the CIO and Head of Operations for Asset Management
  • Act as a single point of contact for Global Technology and Operations for any information, requests, deliverables associated with the functions
  • Manage budgets, results and outlooks
  • Responsible for production and investment costs and understanding the primary drivers
  • Partner with the AM P&A team
  • Drive team to meet corporate strategic targets in areas such as location strategy, employee/contractor ratios, preferred vendors and contractor tenure
  • Manage external vendor spend and partner with sourcing & management to identify efficiencies
  • Partner with legal entity controllers ensure that accounting entries are accurate, timely, appropriately reconciled and substantiated and that Tech and Ops are capitalizing internally-developed software accordance with GAAP and bank policy
  • Partner with overall corporate teams to continue to look for standards and efficiencies in areas such as reporting and financial support
Qualifications for asset management operations
  • In-depth knowledge of risk management techniques from both a detection mitigation perspective
  • Minimum of 10-year experience and strong expertise in asset management operations, with significant experience in team supervision and in project management
  • Familiar with regulatory frameworks and on-going evolutions in North Asia, especially Hong Kong and China (QFII, RQFII, QDII )
  • Minimum 2nd year university student
  • Relationship Management with key stakeholder groups including the Customer Partner Experience team
  • Measure delivery success against key Operational success criteria (Key Performance Indicators) that include voice of the field/satisfaction indicators (internal and external)

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