Producing Weekly Sales Performance report, EMR for APAC Sales & Marketing teamĭriving Sales coverage agenda for Equities and Fixed incomeĪnalysis and reporting of Allocated Franchise Revenue (AFR), headcount, expenses and product sales allocations for various reviews and management reports Working with Business Managers (Sales and Product) and other P&A colleagues for AFR or Sales-related queriesĪssisting in the annual planning process for Sales AFR information, working closely with the Sales Business Managers and assisting with the tie-back to product LOB AFR plans Working closely with a Mumbai reporting team to deliver scheduled and ad-hoc reports, to ensure that output is correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process Reporting, Coverage, AFR Control & investigations - Analysis and reporting of Allocated Franchise Revenue (AFR) Strong MS Office skills (especially Excel and PowerPoint)Ĭonfident personality with the ability to interact well with senior management Morgan control and policy framework would be advantageousĮxperience with technology development projects (from a business perspective) would be beneficial Good internal network or an ability to develop internal networks would be advantageousįamiliarity with J.P. Good understanding of deal processing front to back audit, compliance, legal, etc.)Ĭoordinate data harvesting globally in response to regulatory data requestsĮxceptional organisation and execution skills Maintain the APAC Sales & Marketing Policy Guide web pages and other documentsĬonduct ad-hoc projects and analysis for Sales & Marketing managementĬoordinate responses to data requests from other control functions (e.g.
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Write TPD PC meeting minutes or conference call summary notesĬoordinate enhancements to the Transaction Approval Database (“TAD”) with Technology and the Middle Office Respond to queries from APAC Sales & Marketing related to the Appropriateness and reputational risk processes and policiesĬoordinate the logistics for Third Party Distribution Committee (“TPD PC”) meetings Quality control of standard Middle Office tasks
Participate in and/or own projects aimed at improving and standardizing globally the internal reputational risk control environmentĪssist in the set up of and oversee and manage activities of Middle Office support team based in Mumbai Partner with global groups to ensure consistency with regards to the controls and governance framework of appropriateness and reputational risk across regionsĬoordinate the interaction of the APAC Business Control team with equivalent teams in other regions
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