Chris Jennings
Centennial,CO
Summary
Seasoned financial professional thriving while working with clients, global partners, and executing strategies to increase productivity. Successful in utilizing this passion with help from the interpersonal, analytical and organizational skills that have been developed over years of discipline and dedication. This experience has helped in becoming adept at developing strategies and collaborating with high performance teams to enhance internal partnerships and build lasting relationships with clients.
Overview
13
13
years of professional experience
Work History
ETF Fund Operations Manager
JPMorgan Chase
11.2019 - 03.2023
- Execute the daily management of client's trading activity.
- Manage client relationships in regards to all trading capabilities and oversee orders in real time to ensure proper execution.
- Implement project plans across internal and external teams to facilitate client requests to automate and increase accuracy.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Efficiently reconcile against all core controls and procedures for all relevant Transfer Agent and ETF deliveries.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
Hedge Fund & Private Equity Analyst
JPMorgan Chase
06.2018 - 11.2019
- Responsible for full end to end process as it relates to all investor activity for the client relationships I serviced.
- Produced and reviewed client and investor level reporting, such as monthly / quarterly statements, contract notes, order acknowledgements, and regulatory reports. Took on and completed ad-hoc reporting as necessary such as preparing board reports, system extracts, K-1 distribution, audit requests, etc.
- Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents.
- Interpreted statistical, operational and financial data to optimize hedge fund management strategies.
- Built relationships as a subject matter expert to provide thoughtful dialogue with clients, investors, other third parties, as well as with other business groups across JP Morgan.
- Modified and refined processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk.
Private Client Banker
JPMorgan Chase
11.2015 - 05.2018
- Maximized client potential through advice-based approach while conducting research and analyzing financial models to provide strategic investment, tax, estate and financial planning products and services.
- Built relationships with clients in order to partner with internal specialists to provide solutions to retirement, investment and business banking needs.
- Increased Deposits and Investments AUM threefold by generating leads and optimizing my network.
- Leadership role which I delivered, exemplified and encouraged team environment and group success.
Small Business Specialist
JPMorgan Chase
02.2010 - 10.2015
- Top 5% of bankers in the nation in sales and client relationship growth.
- Actively managed small business clients to grow relationship through lending, commercial solutions, and a variety of banking services.
- Prospected for new business through networking, community outreach and customer referral generation.
- Developed ways to increase cash flow and identify areas of opportunity for expansion with business owners through consultative and analytical approach.
Education
MBA - Business & Managerial Finance
Colorado Technical University
Denver, CO2016
BBA - Finance
California State University, Fullerton
Fullerton, CA2008
Skills
- Adept at building procedures and plans to improve operations
- Organized approach to work across global and internal teams to achieve common goals
- SAP knowledge and experience
- Creative problem solving and analytical capacity
- Substantial interpersonal, analytical and communication skills
- Ability to earn trust, collaborate and negotiate with clients
Timeline
ETF Fund Operations Manager
JPMorgan Chase
11.2019 - 03.2023
Hedge Fund & Private Equity Analyst
JPMorgan Chase
06.2018 - 11.2019
Private Client Banker
JPMorgan Chase
11.2015 - 05.2018
Small Business Specialist
JPMorgan Chase
02.2010 - 10.2015
MBA - Business & Managerial Finance
Colorado Technical University
BBA - Finance
California State University, Fullerton
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