Job Description
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Investment Private Banking
JPMorgan Chase & Co.
Mumbai, Maharashtra
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14 hours agoFull–time
Job Responsibilities
• Reconciling the banking/accounting system with the tax system for client and Tax Authority for multiple jurusdictions like as US, UK, German, Indonesia, FATCA, CRS, etc.
• Reviewing transaction feed across product/security types and tax withholding review and remittance to tax authority for various markets like Belgium,US, German, Sweden etc.
• Liaising with various upstream operations team like Asset Servicing, middle office trade Support and Derivatives, Securities transfers, Hedge Funds etc. for transaction corrections etc.
• Liaising with Tax Tech, Tax Projects and Business for system enhancement and support tax reporting for new products
• Maintain high standards and follow all process controls with no lapses.Pre empt process gaps and implement controls
• Handle issues independently and escalate to management if required
• Interact with different stakeholder to resolve process issues and play key role in adding process controls
• Suggest process enhancements, possible automations for better controls, perform periodic risk and controls analysis with the team for process risk valuation
• Ensuring connect with the team including periodic check in and performance discussions.
Required Qualifications
• 7-8 years of relevant work experience
• Knowledge of securities, trade settlement, tax and MS Excel
• Understanding US Tax jurisdiction (1042/10++ reporting, FATCA/NRA)
• Knowledge of corporate actions, security transfers would be preferred.
• Candidate with some understanding of tax & gain/loss reporting are preferred
• Team management
• Performance Management
• Have strong communication skills (written and verbal). Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
• Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
• Result oriented, accepting responsibilities and challenges that take them outside their comfort zone.
• Proficient with JIRA, Visio and MS Office Tools (Excel & Powerpoint)
• Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
• Challenges processes and finds better ways of doing things
• Creates an environment orientated to trust, open communication, creative thinking & cohesive team effort.
• Motivates & inspires team members
• Led by setting a good example (role model) – behavior consistent with words
• Coaches, trains and grooms team members for growth
Investment Private Banking
JPMorgan Chase & Co.
Mumbai, Maharashtra
Apply
14 hours agoFull–time
Job Responsibilities
• Reconciling the banking/accounting system with the tax system for client and Tax Authority for multiple jurusdictions like as US, UK, German, Indonesia, FATCA, CRS, etc.
• Reviewing transaction feed across product/security types and tax withholding review and remittance to tax authority for various markets like Belgium,US, German, Sweden etc.
• Liaising with various upstream operations team like Asset Servicing, middle office trade Support and Derivatives, Securities transfers, Hedge Funds etc. for transaction corrections etc.
• Liaising with Tax Tech, Tax Projects and Business for system enhancement and support tax reporting for new products
• Maintain high standards and follow all process controls with no lapses.Pre empt process gaps and implement controls
• Handle issues independently and escalate to management if required
• Interact with different stakeholder to resolve process issues and play key role in adding process controls
• Suggest process enhancements, possible automations for better controls, perform periodic risk and controls analysis with the team for process risk valuation
• Ensuring connect with the team including periodic check in and performance discussions.
Required Qualifications
• 7-8 years of relevant work experience
• Knowledge of securities, trade settlement, tax and MS Excel
• Understanding US Tax jurisdiction (1042/10++ reporting, FATCA/NRA)
• Knowledge of corporate actions, security transfers would be preferred.
• Candidate with some understanding of tax & gain/loss reporting are preferred
• Team management
• Performance Management
• Have strong communication skills (written and verbal). Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
• Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
• Result oriented, accepting responsibilities and challenges that take them outside their comfort zone.
• Proficient with JIRA, Visio and MS Office Tools (Excel & Powerpoint)
• Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
• Challenges processes and finds better ways of doing things
• Creates an environment orientated to trust, open communication, creative thinking & cohesive team effort.
• Motivates & inspires team members
• Led by setting a good example (role model) – behavior consistent with words
• Coaches, trains and grooms team members for growth
💡 Quick Summary
Seeking a career-building opportunity? The Investment Private Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
