Job Description:
This role provides you a unique opportunity to gain an in-depth knowledge of all operational, tax, and regulatory aspects of the Wealth Management business.
As an Analyst within the Wealth Management team in Madrid, you will be working in conjunction with our Front Office teams such as Bankers, Investors, and Client Service Specialists, as well as with our internal partners including operations teams and technology stakeholders in other geographic locations worldwide. In addition, in this position, you will review Regulatory and Tax reporting obligations which will involve interaction with third-party entities and Official Authorities.
Job responsibilities:
Works on trade processing, monitoring, and reconciliation:
Processes, monitors, and reconciles distributed Mutual Funds trades to ensure that they are captured accurately and in a timely manner.
Reconciles daily Private Bank clients' positions.
Maintains Know Your Client documentation.
Supports Tax reporting: generates, reconciles, and submits monthly and annual reports to Tax Authorities and Private Bank clients.
Works on regulatory reporting: generates, reconciles, and submits monthly, quarterly, and annual reports to the Spanish Regulators and Private Bank clients.
Supports Front Office: provides support to the local business, coordinates resolution of queries and issues with other operational teams.
Required qualifications, capabilities, and skills:
Business degree education or equivalent financial qualifications.
Fluency in Spanish and English.
In-depth knowledge of Excel, PowerPoint, and Internet technologies.
Proactive, highly disciplined, ability to execute on assignments independently, work under pressure, and multi-task.
Team player, execution-focused, and strong attention to detail.
Strong organizational and time management skills, effective communication, judgment, and problem-solving.
Please note this is a fixed-term contract for 1 year.
About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals, and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our website for more information about requesting an accommodation.
About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus, and realize their goals.
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