Cib-custody & Fund Services Resume Samples
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Cib-custody & Fund Services Resume Samples
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DD
D Davis
Delilah
Davis
9421 Pansy Summit
Phoenix
AZ
+1 (555) 739 9006
9421 Pansy Summit
Phoenix
AZ
Phone
p
+1 (555) 739 9006
Experience
Experience
Los Angeles, CA
Cib-custody & Fund Services
Los Angeles, CA
Hickle LLC
Los Angeles, CA
Cib-custody & Fund Services
- Support the identification of process improvements with subsequent ownership of improvement execution
- Provide best in class business project management for European Transfer Agency Regulatory initiatives
- Work with Senior Product Managers to position product and present key messages to external clients/prospects as well as JPMorgan senior management
- Develop and execute on client communication plan on the project
- Working with the Marketing team to develop product collateral
- Provide best in class business project management for Transfer Agency initiatives
- Assist with overflow and assistant back-up coverage
New York, NY
CIB Custody & Fund Services
New York, NY
Ernser-Kunze
New York, NY
CIB Custody & Fund Services
- Global P&L management
- Follow JPMorgan's established processes and procedures during daily work. Look to constantly improve processes, procedures, accuracy, reduce redundancy and mitigate risk
- Working with Operations to ascertain the best operating model and pricing accordingly
- Developing and driving the vision and strategy for the business
- Project Management - responsibility for and active involvement in projects within your team and the Private Equity Fund Services platform including, but not limited to, client on-boardings, system testing, etc
- Working with our partners on the product roadmap and relevant business justifications
- Acting as a SME with our product partners
present
New York, NY
CIB Custody & Fund Services Product Development Manager VP
New York, NY
Ziemann and Sons
present
New York, NY
CIB Custody & Fund Services Product Development Manager VP
present
- Leading initiatives and projects as a project manager
- Operating as a subject matter expert with respect to industry and market developments and their impact on the Global Custody product platform
- Taking responsibility for coordinating initiatives across all stakeholders (Product Management, Network Management, Client Services, Sales, Operations and Technology) to ensure that commercial benefits are realized at least in line with the business case (and to identify obstacles preventing the realization of business cases and formulate strategies to overcome said obstacles
- Working with various departments (Risk, Operations, Audit, Client Services, Relationship Management, Technology, Sales, Network Management, etc.) to assess client requests for new / enhanced functionality and recommend solutions
- Multi-task through time management and project management
- Working closely with Operations, Technology and Client Services to define, refine and improve Global Custody operating models across instrument types, processing hubs and client segments
- Drive results through people through communication, influence management and interactions
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
James Madison University
Bachelor’s Degree in Accounting
Skills
Skills
- Experience in dealing with complex, demanding client organizations and an ability to develop strong client relationships
- Knowledge of CIB products and exhibit an enthusiasm to develop their knowledge across all CIB products
- Able to demonstrate Industry/Business Knowledge
- The ability to absorb and present complex ideas quickly and accurately
- A strong team player and an ability to work in teams distributed across the globe
- Strong independent contributor who is comfortable working in a self-directed mode on multiple assignments
- Demonstrated ability to work collaboratively and develop strong partnerships
- Ability to understand and resolve or escalate issues quickly
- Ability to multi-task and prioritize workloads, strong time-management skills
- Provide financial analysis support to senior leadership to ensure product profitability
15 Cib-custody & Fund Services resume templates
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1
Cib-custody & Fund Services Resume Examples & Samples
- Manage ongoing business activity and strategic direction
- Provide strategic leadership to define and document the strategy and execution plan
- Develop product definitions supporting each function and ensure that partners are educated
- Interact with Custody Product to ensure consistency with cross product tax functions
- Define and manage product risk exposure
- Work with various departments (risk, operations, audit, client services, relationship management, technology, sales, network management, etc.) to assess new product requirements and determine platform strategy and solutions
- Supporting the Global Fund Services product strategy by designing new products and product enhancements that are in alignment with the development roadmap
- Operating as a subject matter expert with respect to industry and market developments and their impact on the tax product platform
- Representing JPMorgan at industry forums and events
- Work with Segment Leaders, Sales/RM's and Deal Engagement to solution new client requirements as part of the sales process
- Working with the Marketing team to develop product collateral
- Provide thought leadership and preparing relevant articles for publication for clients and for media release
- Developing a competitor analysis plan
- Ability to manage a global organization both directly and indirectly
- Excellent analytical skills, with complementary communications and presentation skills
2
CIB Custody & Fund Services Resume Examples & Samples
- End to end responsibility for planning, managing and delivering projects, including
- Extensive project management experience (at least 10 years)
- Experience with Alternative Investment Services (Hedge Funds Services; Private Equity & Real Estate Administration Services; Investor Relations)
- Well organized, detail oriented, ability to work independently
- Logical and works well under pressure
- Strong leadership, influence and people management skills
- Demonstrates excellent analytical and logical thinking to understand, analyze and solution complex projects
- Strong Microsoft Office products (Word, Excel, Project, PowerPoint) skills
- Bachelor's degree, professional project certification, or equivalent work experience preferred
3
Cib-custody & Fund Services Resume Examples & Samples
- Manage ongoing business activity and strategic direction for the Americas
- Work with internal partners in Sales and Pricing to define standard rate cards for Fund Services Products; create infrastructure for standard rate cards
- Work with business partners in Finance, Sales and Operations to understand and manage product P&L
- Provide financial analysis support to senior leadership to ensure product profitability
- Manage Investment Initiative pipeline and budget to assure priorities are aligned with investment spending
- Collaborate with global product groups to prepare monthly, quarterly and semi annual reviews for senior management
- Advanced degree or advancement toward one preferred (MBA, CFA, CPA)
4
Cib-custody & Fund Services Resume Examples & Samples
- Alternative Investment Fund Managers Directive (AIFMD)
- Foreign Account Tax Compliance Act (FATCA)
- UK FATCA
- EC European Markets Infrastructure Regulation (EMIR)
- 5 to 8 years project management experience
- Proven ability to manage multiple projects/workstreams, managing resources and addressing issues in a timely manner ensuring least impact on project timelines and overall risk
- Experience managing complex, cross-product programs, requiring the coordination of multiple teams with competing views
- Proven initiative and creativity to ensure successful and timely execution of projects
- Demonstrable enthusiasm to manage remote, virtual teams
- Excellent verbal & written communication skills. Must be able to communicate regulatory impact, delivery progress and issues to the project team, sponsors and senior management regularly, thoroughly and clearly throughout the project
- Strong inter-personal skills to inspire/motivate the project team and to instill confidence and trust within the business, operations and technology teams
- Proven leader such that all participating and impacted groups have confidence and trust that the project is being well managed and will meet its deliverables in a timely manner
- Advanced Excel, Word, Powerpoint skills; knowledge of Projects and Visio would be an advantage
- Experience with regulatory or risk-driven projects is strongly recommended
- Familiarity and experience with Custody, Fund Accounting and Alternative Investment Services products is a plus
- Organized, structured work style; execution focused
- Strategic thinker with proven analytical abilities
- Open attitude towards sharing ideas and knowledge
- The ability to absorb and present complex ideas quickly and accurately
- Excellent prioritization and time management skills
- Influencing and leadership abilities
- Proactive approach to problem solving, taking ownership of issue and demonstrating the determination to follow things through
- High energy levels combined with a flexible approach to work
- Experience and comfort working with all-levels of seniority in the organization (analyst through senior-MD)
5
CIB Custody & Fund Services Resume Examples & Samples
- Developing and driving the vision and strategy for the business
- Global P&L management
- Proven track record of developing product strategies and managing a global P&L
- In depth knowledge of multiple fund services product offerings (IOS, GDS, accounting, etc)
- Exceptional leadership and staff development skills with proven experience in managing a large scale, complex business across multiple global locations
- Excellent communication, influencing and negotiation skills with the ability to establish and communicate the strategic vision
- Proven ability to develop collaborative relationships with internal partners across TSS, the Investment Bank and external clients
- Ability to maintain close working relationship with sales, customer service and product delivery managers to ensure customer satisfaction and product profitability
- Ability to think outside of the box with the vision, energy and practical execution skills to define the business strategy and deliver accordingly
- Change agent with the ability to swiftly and effectively execute
- Laser focus in understanding and articulating customer needs and turning needs into business cases
- Ability to develop product strategy and go-to-market programs to support solution launches, defining and developing new solutions offerings
- Demonstrated strong industry leadership in client experience, product expertise, development of appropriate solutions/bundles, and ability to identify and take advantage of trends and opportunities
- Ability to work effectively in a matrixed environment
- Graduate degree (or similar experience) preferred
6
CIB Custody & Fund Services Product Solutions Analyst Resume Examples & Samples
- Work within a virtual team environment spanning across Core Product, Sales, Operations, Technology & Risk
- Gain a comprehensive understanding of existing IS product capabilities
- Support an understanding of the client’s business model and current operating model pain points to identify gaps and propose solutions
- Develop, design and document operating models (using MS PowerPoint and MS Visio) to support strategic business opportunities for both new and existing clients
- Develop, design and document operating models (using MS PowerPoint and MS Visio) to support strategic clients as they request changes to their model based on external factors (i.e. regulatory impacts) or client driven factors (i.e. their own product development)
- In addition to operating model design / development, participate in the strategy and execution of all components of the client sales cycle
- Minimum of one to three years of hands on product management, operational or technology experience
- High energy level, enthusiasm, flexibility and helpful attitude; solution and partnership orientation; ability to perform well under pressure
- Strategic Thinking: ability to think from the client’s position
- Project Management: ability to set, manage and achieve milestones
- Communication: strong verbal and written skills with high attention to detail
- Interpersonal Skills: excellent cross-functional collaboration; polished and professional manner appropriate for working with existing and prospective clients
- Resourcefulness: seek out people and data to formulate solutions
- Technical: proficient in Microsoft Office
7
Cib-custody & Fund Services Resume Examples & Samples
- Advanced Excel skills (e.g. table functions, SUMIF, Vlookup, Macros)
- Previous financial modelling experience
- Previous experience presenting and articulating financial results to senior management
- Prior role as a team manager
8
CIB Custody & Fund Services Product Development Manager VP Resume Examples & Samples
- Enhancing the SWIFT messaging between J.P. Morgan, its clients and its sub custodians
- Enhancing reporting for Global Custody clients
- Enhancing asset servicing capabilities for clients investing in the US market
- Enhancing position and settlements capabilities for clients investing in the US market
- Researching the anticipated needs of clients; this will be achieved by a combination of “own” research as well as coordination across a number of key partners
- Understanding the competitive landscape; understanding the features and functions of competitor offerings and, where possible, pricing dynamics
- Researching into the commercial benefits of any proposals to build out capabilities in a market, be it new sales / revenue opportunities or revenue protection
- Understanding the risk profile of each initiative and ensuring that it is compliant with group guidelines
- Understanding the evolution of the markets in which we operate and incorporating change into the product roadmap(s)
- Taking responsibility for coordinating initiatives across all stakeholders (Product Management, Network Management, Client Services, Sales, Operations and Technology) to ensure that commercial benefits are realized at least in line with the business case (and to identify obstacles preventing the realization of business cases and formulate strategies to overcome said obstacles
- Working with various departments (Risk, Operations, Audit, Client Services, Relationship Management, Technology, Sales, Network Management, etc.) to assess client requests for new / enhanced functionality and recommend solutions
- Working closely with Operations, Technology and Client Services to define, refine and improve Global Custody operating models across instrument types, processing hubs and client segments
- Gaining a comprehensive understanding of existing product capabilities and designing innovative solutions to new opportunities
- Operating as a subject matter expert with respect to industry and market developments and their impact on the Global Custody product platform
- Leading initiatives and projects as a project manager
- Drive and measure business results through strategy development, business planning, general knowledge and skills
- Drive results through people through communication, influence management and interactions
- Ensure market-drive direction by performing market research and competitive intelligence; be the client advocate
- Guide product development through requirement development, development oversight, product testing and release management; deliver on-time and under-budget
- Multi-task through time management and project management
- Initiative: be able to move product initiatives forward in a cross-functional and matrixed organizational model
- Facilitation: be able to lead design workshops and brainstorming sessions
- Self-Directed: be an independent contributor who is comfortable working in a self-directed mode on multiple assignments
- Teammate: be a strong team player and an ability to work in teams distributed across the globe
- Client-focused: be a strong client advocate; the success of our business depends upon the retention of existing clients as well as attracting new ones
- Language: local language skills would be advantageous
9
Cib-custody & Fund Services Resume Examples & Samples
- Partnership with the Sales and Client Service teams to provide expertise in establishing the service requirements for prospective client business
- Consult with internal parties e.g. Product, Operations, Technology, clients as well as external market participants to analyse new multi-product service delivery requirements, across the full range of products provided by Custody and Fund Services, establish efficient and scalable operating models that support the needs of our top tier prospective and existing clients
- Collaborate with Sales, Client Services and Product to respond to complex multi-product RFP’s, represent JPMorgan at client pitches and leading in JPMorgan’s response in meeting the delivery demand on strategic high-impact opportunities
- Accountable for overseeing the executing of agreed operating solutions by partnering with the assigned Implementation Managers and other downstream parties through to go-live
- Provide representation at CFS governance forums e.g. NDA, Deal Review etc. Set and create deal governance for assigned complex activity that supports communication, escalation and activity review with internal stakeholders
- Contribute to ‘Best Practice’ for the integrated Solutions and Implementation function, aiming to achieve consistency across all other segments both in region and beyond, whilst flexing for specific segment demand
- Collaborate with other business partners e.g. Pricing, Regulatory Solutions, Legal for effective deal execution, identify segment trends, promote product/market strategy, work with Product and Development to sponsor product initiatives/roll-outs
- Partner with other senior segment leads in Sales, Client Services etc. to influence and define JPM’s overall segment strategy whilst working closely with the Regional Head for Solutions and Implementations to deploy the strategic change agenda for our business
- Participate in industry forums to ensure JPMorgan remains aware of changing trends in the market and adapts its execution strategy accordingly
- Reviews segment Post Implementation Reviews (PIRs), assesses analysis of results and proposes segment remediation
10
CIB Custody & Fund Services Resume Examples & Samples
- Defining and documenting the standard product definition and ensuring the product stays within the agreed product definition
- Ensuring the product definition supports the goal of maximum automation, minimized operational risk and optimized margin
- Working with Operations to ascertain the best operating model and pricing accordingly
- Managing the product P&L
- Working with our partners on the product roadmap and relevant business justifications
- Self-starter with a proven track record in fund administration (3+ years)
- A pragmatic problem solver and "out-of-the box" analytical thinker that is capable of challenging the operating norm and making recommendations
- Ability to generate support from a wide-range of stakeholders and create a strong network of relationships among peers, and internal partners
- An ability to work in teams distributed across the globe
- Current and practical knowledge of the hedge fund space
- Specific experience in fund administration, and/or operations
11
CIB Custody & Fund Services Agent Lending Portfolio Analyst Associate Resume Examples & Samples
- Management of designated client relationships, ensuring that a high level of service quality is maintained
- Subject Matter Expert for VPR (Views Portfolio Reporting) the online tool used by clients
- Identify client training opportunities and assist in the client in being able to self serve through the available tools
- Co-ordinate the sharing of client service/relationship information
- Ensure that all inquiries (internal and external) are entered into Service Desktop, looking for opportunities to proactively improve the client experience
- Instruct on client requests related to amending program parameters including but not limited to; asset restrictions, lending limits and borrower limits/restrictions
- Instruct and monitor client initiated loan recalls and follow-up with appropriate Ops personnel until complete
- Responsible for delivery and accuracy of all clients reporting
- Respond to client/auditor requests for reporting as it relates to their periodic audit of their securities lending program
- Organize service reviews with top tier clients, reviewing the operational aspects of their program
- Strong Communication Skills
- Financial Services experience and a working knowledge of the Agent Lending product
- Ability to work to multiple deadlines and prioritize appropriately
- Proficient in using MS PowerPoint, Excel and Word
- Experience in a client relationship management/service environment is highly preferred
12
Cib-custody & Fund Services Resume Examples & Samples
- Proven experience in delivering on commitment to clients
- Knowledge of CIB products and exhibit an enthusiasm to develop their knowledge across all CIB products
- An understanding of Regulatory regime and impact on the industry
- Able to demonstrate Industry/Business Knowledge
- Able to demonstrate influencing skills
- Able to demonstrate strategic thinking
- Able to demonstrate executive management and communication experience/skills
- Ability to adapt and demonstrate flexibility in a dynamic environment
- Demonstrated ability to work collaboratively and develop strong partnerships
13
Cib-custody & Fund Services Resume Examples & Samples
- Asset Servicing
- Positions & Settlement
- Foreign Exchange, Cash & Liquidity
- Partner with stakeholders to deliver effective solutions, on time, and on budget
- Ensure product investment is clearly aligned to commercial business objective
- Identify & deliver profitable, efficient, and effective product enhancements
- Regionally lead development of product strategy and product development plans for Core Cash and Liquidity capability
- Understand and analyze industry trends, regulatory developments and competitive landscape
- Build business cases and drive execution of new product capabilities and/or entering new markets or target segments
- Provide technical product support to sales team
- Work with Senior Product Managers to position product and present key messages to external clients/prospects as well as JPMorgan senior management
- Influencing and negotiation skills across a globally distributed model to support the product strategy
- Team player with the ability to lead and motivate people across the bank
- Results orientated: Drive results through people, communication, influence management and interactions
- Strong Analytical/Quantitative skills, using programs such as Microsoft Office( particularly EXCEL and Powerpoint)
- Communication: Confident communicator in all mediums across varied audiences combined with the ability to interact with senior executives
- Multi-tasker: Ability to multi-task, effectively prioritize workloads, and manage multiple streams of work concurrently
- Initiative: be able to move initiatives forward in a cross-functional, multi-location model
- Ability to maintain close working relationship with Product Management, Client Service and Technology managers to ensure customer satisfaction and product profitability
- Ability to think outside of the box with the vision, energy and practical execution skills to help define the business strategy and deliver accordingly
- Strong organizational skills with the ability to handle multiple initiatives/projects/work streams simultaneously
14
Cib-custody & Fund Services Business Manager Associate Resume Examples & Samples
- Business Performance and Planning
- Assume leadership role in the coordination of the annual business budget process (in conjunction with Product Controllers, and P&A)
- 4+ years’ experience in wholesale / corporate / investment banking; experience with Custody and/or Fund Services products a plus
- Excellence in execution – “self-starter” demonstrates a willingness to take initiative and work independently, a problem solver
- Builds good relationships with the ability to influence business leaders and partner well, particularly as part of a global business
- Commercial acumen – ability to understand and grow the strategic business vision; focus on improving the bottom line
- Effective communicator – managing and coordinating across functions
- Ability to create logical and conclusive presentations
- Demonstrate sound judgment, professional maturity and personal integrity with strong work ethic
- Proactive and results-oriented outlook, willing to ask tough questions and challenge the status quo
- Strong attention to detail
15
CIB Custody & Fund Services Collateral Management Product Development Manager VP Resume Examples & Samples
- Working knowledge of the full range of the Collateral Management product features and functions
- Good communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients; executive presentation skills
- Leadership: be personally accountable for achieving key milestones on the product development roadmap
- Detailed: diligent attention to detail and accuracy
16
Cib-custody & Fund Services Resume Examples & Samples
- Provide best in class business project management for European Transfer Agency Regulatory initiatives
- Oversight of global Regulatory impacts on European business
- Project management of virtual teams comprised of representatives from various organizational disciplines, including various business and technology groups
- Communicate clearly and effectively with Senior Sponsors and stakeholders
- Actively manage the project progress by use of project plans, issues logs and status reports
- Adoption and evolution of global project management processes and procedures
- Identify and manage the escalation and resolution of issues and risks
- Sustain the project direction
- Ensure business transitions seamlessly into BAU with zero issues
- Support the identification of process improvements with subsequent ownership of improvement execution
- Ensure product and regulatory knowledge is current
- Proven and demonstrable track record in Project Management, including management of virtual teams and complex projects
- Experience or aptitude to deal with external customers and 3rd party vendors
- Significant experience as a Project Manager, ideally in a Fund Services / Regulatory environment
- PRINCE2 / PMI Certification a distinct advantage
- Experience within Transfer Agency / Investor Relations Operations
- Experience with Transfer Agency Investor Relations systems a distinct advantage
- Self-starter with the ability to work in a pressurized environment
- Highly structured and methodical in execution
- Clear, articulate and concise verbal and written communication
- Ability to multi-task and prioritize workloads, strong time-management skills
- Ability to understand and resolve or escalate issues quickly
- Understanding of the Fund Services industry and regulatory environment
17
Cib-custody & Fund Services Resume Examples & Samples
- Provide best in class business project management for Transfer Agency initiatives
- Ensure product and knowledge is current
- Significant experience as a Project Manager, ideally in a Fund Services / environment
- Experience working with Transfer Agency / Investor Relations Operations
- Experience with Transfer Agency / Investor Relations systems a distinct advantage
- Understanding of the Fund Services industry environment
18
CIB Custody & Fund Services Alternatives Product VP Dublin Resume Examples & Samples
- A technically strong and astute individual who has a proven history of building/implementing value add change initiatives
- Product innovation, robust and compliant end to end operations with a strong focus on operational risk and regulations
- Team player, professional and proactive approach to work, positive attitude with an ability to communicate across multiple sites
- Very strong communication skills both oral and written
- Ability to collaborate and solve problems that involve multiple stakeholders
19
Cib-custody & Fund Services Resume Examples & Samples
- Serve as the main contact for a portfolio of clients and their investors; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve queries timely and accurately
- Build relationships with clients, investors, other AIS teams, third parties, as well as with other business groups across the wider JPMorgan organisation
- Perform completeness reviews in a quality assurance capacity as it relates to investor or fund activity/ changes
- Partner within the IR department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies
- Take on and complete ad-hoc reporting as necessary such as the preparation of board reports, system extracts, audit requests, etc
- Review the transactional workflow including maker/checker activities for investor transactions and resolve any outstanding documentation, including KYC/AML documents
- Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundant processes, create efficiencies and mitigate risk
- Engage in projects within your team and the IR department including, but not limited to, client on-boardings, system testing, etc
- Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items
- Dedicated to superior client service and able to remain poised under pressure
20
CIB Custody & Fund Services Resume Examples & Samples
- Closely manage daily processes to ensure all deliverables are met timely and accurately and that exceptions are appropriately noted
- Highly motivated, self-starter and able to work independently
- Result oriented with proactive approach to resolving problems
- Partner across the Alternative Investor Relations Operations team to ensure the end-to-end process is completed appropriately
- Serve as main contact for escalation of client deliverables. Ability to communicate and work directly with the offshore teams and answer all queries in a timely manner
- Identify and action priority items within appropriate timeframes; Escalate issues as necessary
- Ability to own and complete ad-hoc projects such as the maintenance and clean-up of investor data in applicable systems
- Attend and drive internal client meetings to ensure client needs and expectations are consistently met or exceeded
- Follow JPMorgan's established processes and procedures during daily work. Look to constantly improve processes, procedures, accuracy, reduce redundancy and mitigate risk
- Project Management - responsibility for and active involvement in projects within your team and the Private Equity Fund Services platform including, but not limited to, client on-boardings, system testing, etc
- Extended hours may be required during conversions/deconversions of new business or systems, as well as during peak cycles (year-end, month-end, tax season, etc.)
- Team player; Positive attitude
- Very strong communication skills, both oral and written; excellent interpersonal skills
- Professional and proactive approach to work
- Strong organizational skills with a heightened concern for quality & accuracy
- Extensive working knowledge of Microsoft Office products including Word, Excel, Access, Visio and Outlook Express (or similar email program)
- Prior knowledge of Private Equity/Hedge Funds Investor Relations systems desired
21
CIB Custody & Fund Services Data Quality Program Manager Associate Resume Examples & Samples
- Design and implement a long-term sustainable Data Quality Strategy/Program across all Lines of Business (LOBs x13) that make up Custody and Fund Services
- Establish a Data Quality Operating Model that adheres to and leverages best practices, policies and procedures as defined by both Firmwide Data Management (FDM) and Chief Data Office (CDO)
- Collaborate with Business/Information Owners and Data Stewards to establish and maintain 1) Data Ownership Directories, 2) Data Sourcing Catalogs, 3) Data Sourcing Contracts (Publisher vs. Consumer) and 4) Data Quality Management (DQM)
- Participate in and contribute to the broader CIB Data Strategy with specific emphasis upon the Data Quality work stream
- Identify opportunities for improvement, presenting them to senior management and helping to affect change
- Oversee the technology team in the development of the build of the Interactive Data Layer (IDL) for reporting, providing guidance and follow up where necessary
- Manage effective working group meetings across Product, Operations and Technology to deliver the data and reporting strategy
- Ownership of the work stream plan, RAID Log and action list
- 2-3 years’ experience within a product development or business change role
- Custody & Fund Services experience or Master Data Management (MDM) preferred
- Strong collaboration skills, able to work with many different individuals and partner effectively with different groups, driving teams to delivery
- Must be detail orientated, highly responsible and work within aggressive deadlines and possess excellent written and verbal communication skills
22
Cib-custody & Fund Services Instruction Capture Product Development Lead ED Resume Examples & Samples
- Product Development lead for all instruction capture specs by asset (client and downstream requirements) and input channels with focus on simplification and standardization to enable clients’ ease of instruction. Includes scope and high-level requirement (minimal viable product) definitions for instruction capture (by asset, by channel from instruction to downstream settlement/accounting functions)
- Strategy – Drive current 3-year roadmap and evolve strategy appropriately via annual investment planning process. Current strategy moves CFS from bespoke instruction platforms to one front door w. strategy technology solution
- Matrix Leadership and Partnering
- Minimum 10-15 years experience within Banking / Financial Services in product development or associated change leadership. Must have experience driving large, global product development programs ideally within investor services with emphasis on trades, cash, and asset servicing
- Broad-based business knowledge within Custody Fund Services, with preferred deeper knowledge in one of following lines of business – Custody, Fund Services, Prime Brokerage
- Experience and knowledge with industry wide instruction standards like SWIFT, FPML, etc
- Ability to lead, influence and achieve sustainable results in global matrix organization
- Proven ability to lead client and prospect discussions on CFS IC strategic agenda
- Excellent written and oral communication; proven ability to lead senior stakeholder updates
- Experience with process design including target operating models and associated systems leveraging MS Office and Visio tools
23
Cib-custody & Fund Services F&bm-business Manager Resume Examples & Samples
- Significant experience of working within a business management environment, supporting a technology team is required
- Excellent working knowledge of MS Office — Excel Pivot tables, application of financial formulas, macros and PowerPoint
- Must have experience/familiarity with the following
- Communicating with internal clients on technology allocations
- Ability to interrogate and interpret financial reports
- Excellent multitasking and prioritizing skills
24
CIB Custody & Fund Services Master Data Management Lead Associate Resume Examples & Samples
- Lead and drive the Master Data Management (MDM) Strategy including the full adoption of enterprise System-of-Record (SOR) golden sources across Instrument and Pricing reference data domains (and provide backup to Client/Party, Account and Entitlement data domains)
- Liaise with Reference Data Technology (RDT), Reference Data Operations (RDO) and C&FS Technology partners to share updates on overall adoption progress, best practices, and tools/capabilities to support adoption
- Partner with the Data Quality Program Manager to implement the Data Quality (DQ) across the Instrument and Pricing reference data domains, inclusive of establishing attribute level Terms/Definitions, identification of Critical Data Elements (CDEs), definition of DQ rules across 6 DQ dimensions, Key Performance Indicators (KPIs) and DQ lifecycle remediation
- Implement the Strategy for how Instrument and Pricing reference data will be structured, maintained, distributed and consumed, and associated with data flowing from the transaction processing/product systems, to present standardized data set(s) inclusive of Client overrides, Client contributed data and just-in-time remediation
- Participate in and contribute to the broader CIB Data Strategy with specific emphasis upon the Reference Data work stream
- Coordinate the user testing and rollout of the IDL, managing feedback and implementing additional enhancements based on priorities
- Ownership of the work stream plan, RAID Log and action
- Energetic self-starter that takes initiative and has demonstrated effectiveness working independently and in multi-disciplinary team
- Strong Project Management skills, must be organized and able to deconstruct 1) a project into achievable deliverables and 2) complex issues into constituent parts inclusive of recommendations/solutions
- Ability to drive an agenda, influence and build consensus across multi-functional, cross-regional and diverse teams
- Ability to quickly understand a complex matrix of systems across the infrastructure and their interdependencies and relationships
- Adaptable to change and/or ability to maximize opportunities presented through change
25
CIB Custody & Fund Services Head of Private Equity Fund Services Resume Examples & Samples
- Responsible for managing the PERES fund administration product and client service across North America
- Strategic planning and direction of the PERES business, staff leadership and process management
- Development of performance metrics and client management
- Maintain thorough knowledge of industry standards in order to most effectively serve and communicate with clients
- Ensure compliance with internal policy and external regulations
- Close collaboration with product management support functions
- Minimum 15 years of operations, product management and sales experience
- Experience in administering close ended private equity funds
- Experience with various private equity legal and investment structures
- Must be innovative and analytical, with excellent verbal and written communication skills
- Must have team player instincts with the ability to see a project to conclusion with little follow-up
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CIB Custody & Fund Services Product Development VP Resume Examples & Samples
- Deliver against the strategic On boarding and Entitlements roadmap through the full project life cycle, including analysis, design of the client experience and service model, and testing / migration of the components for delivery
- Perform role of POP (Product Owner Proxy) on cross functional scrum huddles across the sub streams
- Process mapping/modelling for revised Target Operating Models
- Partner with the technology team in the development of the toolset, providing guidance and follow up where necessary
- Identify opportunities for improvement, presenting them to management and helping to affect change
- Day to day management of migration and remediation’s undertaken
- Proactive escalation of issues/risk in partnership with operations and technology
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CIB Custody & Fund Services Core Cash Product Management Resume Examples & Samples
- Support the implementation of the strategic program to deliver payment and cash management services in the Americas for CFS clients
- Support, development, implementation, and management of the cash management operating model and account structure for non-treasury supported markets including supporting free cash, 3rd party FX, and other payment products
- Collaborate the team to help drive the investment initiative, NBIA and OCC processes for emerging markets
- Ensure client service issues around cash management processes in emerging markets are prioritized and resolved
- Support the ongoing development of the cash strategy and requirements for infrastructure required for both the global custody business and the sub-custody business
- Requires close coordination with the Treasury Services, Banking Operations, CFS Middle Office divisions of CIB, which are responsible for the cash management and cash payments infrastructure for the firm, including all investments and development efforts related to that infrastructure
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Cib-custody & Fund Services Resume Examples & Samples
- Responsibility to provide ‘Best in Class’ Implementation client experience
- Full responsibility for the implementation of deals, from start to completion
- Project management of virtual teams comprised of representatives from various organizational disciplines (e.g. Portfolio Advisors, Sales, Product, Legal, Operations, Technology, Portfolio Analysts )
- To communicate clearly and effectively with Senior Sponsors, Stakeholders, Operational departments and Implementation Deal Teams
- Control and ensure approvals to model changes, contracts and impact to the business
- Act as the face to the client, agreeing structure, requirements and operating models, meeting on a regular basis and providing updates and handling client concerns
- Partner with the sales teams and Portfolio Advisors to provide support and consultancy during the sales process, including support for RFPs and performing pre-win client pitches and pre –win operating model design where required
- Flexibility to manage the project implementation or design and agree the operating with the client and all relevant internal partners, or a combination of both roles
- Documentation of operating models via the Solutions document, managing version control and ensuring sign off from the relevant product areas and clients on proposed operating models
- Proven track record in client facing roles
- Detailed knowledge of CIB Products, preferably HFS and PERES Products
- Ability to influence key project stakeholders
- Microsoft office including, Excel, Word, Visio and Powerpoint
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Cib-custody & Fund Services Resume Examples & Samples
- Organize and proactively maintain complex calendars, including scheduling meetings across multiple time zones and preparing corresponding deliverables
- Arrange and coordinate conferences and meetings. Handle routine and non-routine logistics (i.e., contact participants and coordinate responses, prepare or edit meeting materials, coordinate catering)
- Arrange conference calls and video conferences, often involving a global audience
- Coordinate complex travel arrangements, both domestic and international (air, hotel, ground transportation and other travel-related needs); prepare detailed itineraries, ensuring accuracy and timely delivery to the traveler
- Professionally field phone calls, addressing issues or redirecting as appropriate, and distribute messages in a timely and appropriate manner
- Distribute incoming mail, prepare and send packages via mail, messenger and federal express
- Prepare expense reports in a timely manner, while adhering to the company’s expense policies and procedures
- Assist with overflow and assistant back-up coverage
- Ad hoc projects, as directed
- Previous experience as an Administrative Assistant, preferably within the financial sector
- High punctuality
- Professional and positive demeanor at all times
- Strong interpersonal abilities; excellent listening, verbal and writing skills; ability to act diplomatically and respectfully when communicating with key internal and external clients and colleagues of varying levels of seniority
- Ability to anticipate problems and find solutions
- Highly organized with an ability to demonstrate a keen attention to details, adaptability, flexibility, resourcefulness and efficiency
- Initiative and confidence to complete projects with limited supervision; escalate when appropriate and in a timely manner
- Absolute tact and discretion when dealing with confidential matters; proven experience interacting with senior management
- Analytical and problem-solving skills; takes initiative and drives for results
- Thorough knowledge and understanding of travel logistics
- Motivated by a collaborative environment and are always willing to go the extra mile
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Cib-custody & Fund Services Client Change VP Resume Examples & Samples
- Programme/Project management & delivery of complex client change projects in Custody and Fund services – those of significant scale and complexity (across multiple CFS products)
- Analytical /Complex change solutions: Robust analytical skillset enabling the assessment and articulation of requirements, then gaining consensus on solutions with varied stakeholders from Product, Operations and Technology
- Commercial Awareness: To understand commercial opportunities and identify service offerings through maintaining a high level of awareness of the client change landscape and themes
- Strategic Awareness: identify overlap/synergies with the product change agenda so as to advance the strategic goals of the business
- Accountability: Ultimately accountable for project delivery – programme definition, planning and execution – but also needs to hold others to account for their components of delivery
- Design - delivering well-designed end to end solutions, automated, simple and stable, from first point of instruction capture through to integrated rate card adjustments and billing system updates
- Governance: To instill clear governance models for change programmes, across business lines and functional partners, leveraging best practice in place
- Client-facing: Ability to be the ‘face of the firm‘ to clients on joint JPM/Client Programmes of work
- Client Change Program Champion: To provide support to the Americas Client Change Segment Lead in terms of ‘Front Door’ demand management, change delivery and trend analysis
- Proactive Strategic Thinking: Identify, then propose solutions to enhance the throughput of change delivery via analysis into trends, high volume changes and integration of fast to market configurable technologies
- Minimum 8 years’ experience of Banking and Financial Services
- Broad-based business knowledge across the full CFS product suite, with deeper knowledge in one of Custody or Fund Services
- A problem solver with the ability to see the big picture across lines of business, as well as being able to step in to understand the detail to help resolve issues as and when required
- Strong analytical / quantitative skills, using programs such as Microsoft Office (particularly EXCEL and PowerPoint)
- Proven good judgment , particularly on prioritizing your own and others’ workloads – including managing multiple deliveries simultaneously
- Being able to build relationships across teams
- Ability to multi-task, effectively priorities workloads, and manage multiple streams of work concurrently
- A strong understanding of and appreciation for operations and technology, how it supports product development, ideally with experience of working in a related support role
- Alternative Investments knowledge
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CIB Custody & Fund Services Private Equity Product Manager VP Resume Examples & Samples
- Responsible for managing the PERES fund administration product across EMEA
- Executing the Product strategy across operations, technology and sales
- Drive change through the organization to improve risk profile, increase automation and efficiency
- Management of the PERES business P&L, staffing and operating model
- Significant and demonstrable experience in operations, product management and sales
- Experience in administering or auditing close ended private equity funds
- Investran experience preferred
- Bachelor’s degree in Accounting or Finance preferred
- Chartered Accountant a plus
