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AWM - Business Management Associate

JP Morgan

Location: Greater London

Job Type: Full time


Primary responsibilities and duties

  • Support the Company Secretary to manage the board paper production process effectively, ensuring that papers are sent to Directors in a timely manner.
  • Preparation & Oversight of Diligent Board and Committee Packs and Board management papers (involving monthly, quarterly and annual board schedules)
  • Investment Trust Client Reporting - Responsible for checking figures within the board packs, and the completion of certain schedules (e.g., attribution & performance checks).
    • Familiar with running reports from internal & external performance systems
    • Calculating monthly NAV performance returns for our Investment Trust range and reconciling to Morningstar Peer Reports.
    • Preparing various performance related client reports for board packs
    • Preparing performance attribution analysis for board packs
    • Responding to ad-hoc performance queries and data requests – some of which are included in public circulars and Annual Report & Accounts
    • Restating client reports where applicable to align with audited financial statements
  • Perform Board pack query resolution.
  • Maintaining internal stakeholder relationships with CIB, CRG, PAG, Portfolio Managers and Client Directors
    • Ability and confidence to engage with stakeholders when reporting is challenged
    • Delivery of client communications
  • Oversight of offshore processing activities.
  • Review of documentation, agreements & Report & Account Management.
  • Maintain authorized signature lists and Diligent Resource Centre’s.
  • Report & Account deliverables.

Candidate skills, experience and knowledge

  • Client focused- Essential to have a client centric mindset with a commitment to integrity, fairness, and responsibility. Flexible can do attitude with ability to support others and work across teams.
  • Communication, influencing and interpersonal skills – Must have excellent written and verbal communication skills with an ability to articulate complex ideas, concepts, and solutions at a level appropriate to the recipient. Ability to multi task, identify, research and resolve unfamiliar and/or complex issues. Individuals must demonstrate company core values.
  • Document management – Must have a keen attention to detail with excellent organizational / time management skills which can be competently utilised to manage a large agenda.
  • Previous roles – Experience in Funds, Company Secretary Support and Board Reporting, preferably within an Asset Management environment.
  • Relationship management – Essential to have the ability to develop partnerships with key business partners, including product development, operations, investment desks, compliance
  • Team Player - Ability to execute workloads on time and proactively support others.
  • Technical knowledge – Open Ended Fund/Investment Trust knowledge. Advanced Microsoft Office. Familiarity with Morningstar reporting tool and Diligent. Accounting knowledge advantageous.