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AM, GWM - PMO Manager -Foreign Account Tax Compliance Act/Common Reporting Standard Project, VP (Newark, DE)

Job Description

About JP Morgan Asset Management

J.P. Morgan Asset 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.


Our Business

The Global Wealth Management (GWM) FATCA and CRS projects are a multi-year initiative to comply with the Foreign Account Tax Compliance Act (FATCA) as well as the Common Reporting Standard (CRS).  Both are rules aimed at tax transparency enacted by the U.S. and the OECD, respectively. The project oversees the global strategy across Wealth Management to ensure domestic and international compliance with both FATCA and CRS. 

Position Summary:

The PMO Manager will be responsible for supporting the program lead and work with project managers in the regions to report on progress on key milestones and escalate risks and issues early. Interaction is expected to be with leaders across several functional and corporate areas including LOB business stakeholders, Technology partners, Corporate Tax and cross-LOB project managers. 

The candidate will be expected to provide thought leadership and input into various angles/impact of the program, and identify areas to improve and rationalise the reporting across multiple business forums. The candidate will be expected to become a subject matter expert on the regulations and GWM business mode/products. Your responsibilities will include:


Key Responsibilities

  • Working closely with worksteam leads on tracking and updating program scorecards;
  • Coordinating multiple weekly Project Control Committee (PCC) meeting / take minutes;
  • Preparing weekly and ad-hoc program communication to send to all stakeholders;
  • Maintaining program office SharePoint;
  • Monitoring cross workstream dependencies and highlight any risk to program delivery;
  • Liaison with LOB business stakeholders to maintain and track key program metrics.
  • Coordinate communications with various global stakeholders (ie. Know who to reach out to and connect)

Key Expectations

  • Become a subject matter expert in the tax regulations
  • Demonstrate understanding of issues/the drivers behind those issues and how it impacts various stakeholders
  • Develop working relationships with stakeholders especially with global counterparts
  • Lead calls/small group discussions
  • Provide ongoing support and thought leadership to the Program Manager
  • Identify opportunities to rationalize and consolidate reporting across other tax programs

· Series 99 or equivalent required within 120 days
· Experience working on a multi-year global program as either a Project Manager or PMO Manager
· Strong communication skills is essential given the role will be required to interact with senior business leaders
· Detail oriented, significant experience with Power Point preferred
· Strong analytical and problem solving skills
· Good team player and interpersonal skill.
· Ability to manage multiple tasks with flexible working style
· Positive can-do attitude and control mindset
· Strong experience producing related documentation including status reports, detailed schedules (MS Project), polished presentations (PowerPoint), risk lists, action items and meeting minutes. Microsoft SharePoint, Access and Excel experience required
Req #: 160026613
Location: Newark, DE US
Job Category: Operations
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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