Asset Management
JPMorgan Chase & Co
Senningerberg, L, LU
il y a 16j

Business Description :

J.P. Morgan Asset& Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management.

Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.

The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-

asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Throughout its long and distinguished history, Asset and Wealth Management has been steadfastly committed to putting our clients' interests first.

This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset Management business is also guided by its strategic objective and business priorities.

Role Description

An opportunity has arisen for a highly motivated individual to join the Guideline Management team, working within the Investment Manager Oversight team within our Luxembourg Management Company.

The Guideline Management teams’ purpose is to safeguard the fund management process by ensuring portfolio are managed to the guidelines and providing advice on rules and such guidelines

The successful candidate will join the team to work closely with the Management Company Investment Management oversight team and will closely monitor and oversee the implementation of Fund guideline controls for the Luxembourg, Irish and French funds of the Management Company.

The candidate will work closely with investment desks, risk, compliance and the Guideline coding implementation team to ensure correct implementation of fund regulation for the JP Morgan Funds business.

The candidate will keep abreast of regulatory changes, ensuring guideline controls are effective and accurate, as well as training investment professionals and guideline experts.

The role responsibilities will include :

  • Strong understanding of European Fund regulation, specifically UCITS and AIFMD including country specific nuances
  • Ensure the implementation of fund guideline controls within Asset Management Guideline systems (Fidessa Sentinel)
  • Build framework surrounding the ongoing maintenance or regulatory rule libraries in Sentinel
  • Manage relationships with vendors providing regulatory compliance services
  • Provide training program for Investment and Guidelines professionals to ensure staff are kept up-to-speed with Regulatory change
  • Implement solutions to challenges and issues that are raised by stakeholders across the business
  • Work with colleagues in all regions to drive towards a consistent operating model
  • Produce effective and relevant management information
  • Monitor regulatory developments in European Fund regulation and work with the strategy and business implementation team in London to ensure regulatory change is tracked and solutions implemented
  • Perform due diligence oversight on behalf the Management Company on the guidelines management process implemented by the delegated investment managers
  • Work with the fund auditors for any guidelines related matter
  • Reporting line

    The role will report locally to a Conducting Officer of the Management company and functionally to the head of EMEA Guidelines Monitoring

    Qualifications :

  • Expert knowledge of the European Funds business with specific emphasis on investment guidelines
  • Broad understanding of markets and AM products. Knowledge of investment processes and portfolio construction.
  • Excellent team working and communication skills
  • Ability to multi-task and constantly prioritise workflow in a busy environment with effective decision making skills and attention to detail
  • Control focussed and detail oriented / methodical with good organisational skills
  • Ability to deal with people at all levels within the organisation and discuss complex issues in an easy-to-understand way
  • Some experience coding investment guidelines into Fidessa Sentinel or similar applications would be beneficial.
  • JPMorgan offers an exceptional benefits program and a highly competitive compensation package. JPMorgan is an Equal Opportunity Employer.

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