This job is now closed
Job Description
- Req#: 210428762
- The role involves updating the above information for products as mentioned below:
- Equities
- Bonds
- Money Market Funds
- Mutual Funds
- Ensure accurate and timely completion of operational procedures.
- Understand, follow and demonstrate compliance with all Risk and Control regulations.
- Monitor and chase queries to ensure timely completion based on deadlines/urgency/escalations.
- Strong analytical skills with high accuracy and attention to details.
- Excellent communication skills, both verbal and written.
- Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
- Strong team player.
- Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
- Adaptability: effectively organize and prioritize work to meet stringent deadlines.
- Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
- Assertiveness Skills: willingness and ability to challenge the status quo and express opinions.
Tax Cost is responsible for updating cost basis information at lot level on securities transferred which include acquisition cost, acquisition date and tax code. This information eventually flows into client tax forms like 1099 B as it helps in gain/loss calculation.
Job Responsibilities
Required Qualifications, Skills and Capabilities
About the company
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.
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