Looking for an opportunity to support the diverse ways Investment Management products are delivered to clients? Join our team!
As a Trading Services Manager - Vice President within the Asset Management Operations Distribution Middle Office team, you will be responsible for Event Management (Launches, Restructures, Terminations and Transitions), Funds Oversight and New Business review. You will support the diverse ways Investment Management products are delivered to clients; including funds, separately managed accounts, and retirement plans. You will act as a liaison between Operations and Internal Business teams including Product Delivery, Client Service, Funds Treasury, and Intermediary Services. In addition, you will work closely with the US Equity business team on new initiatives. In this role, you will promote innovation and scalability to improve future business outcomes in parallel to managing the successful migration of the back office.
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Job responsibilities:
- Liaison between Client Services, Business Platform and Operations. Coordinating with various teams within Operations for operational support and providing sign off in partnership with appropriate teams for New Business review and Fund Life-Cycle Events.
- Manage and coordinate transitions, interactions with transition manager, middle office teams and custodian to facilitate transitions processing.
- Understand operation functions and infrastructure to be able to have a meaningful seat at the table.
- Oversee fund level monitoring including oversight of pre-trade requirements for investor subscriptions and redemptions, as well as implementation of restrictions at fund level based on underlying investors for ERISA funds monitoring and commingled funds.
- Managing issues, escalation and stakeholder management.
Required qualifications, capabilities, and skills:
- 7+ years of experience in asset management industry and at least 2 years of experience in Fund/Client Onboarding and implementation experience.
- Effectively messaging priorities, initiatives, and updates to senior management, as well as knowledge of multi-asset markets, products and processes required.
- Excellent analytical and logical thinking to understand and analyze complex business processes.
- Ability to manage complexity, juggle multiple projects and deliver solutions to a tight deadline, and demonstrated ability in dealing with different stakeholder groups to drive the agenda.
- Strong organizational and prioritization skills, strong people skills, ability to collaborate, show commitment and dedication, and maintain a positive attitude and prominent level of performance on high-profile and time-sensitive initiatives.
- Proficient to advanced experience with Excel, PowerPoint, One Note and Word, excellent written and verbal communication skills, and ability to articulate complex solutions.
Preferred qualifications, capabilities, and skills:
- Knowledge of intelligent automation platforms such as Alteryx, Tableau, Signavio are a plus.
- Investment management expertise/experience and proven history of delivering projects, complex products and/or new business initiatives preferred.
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.