CIB OPERATIONS - Investment Middle Office Services (IMOS) Client Operations - Bournemouth

JP Morgan

Location: Dorset

Job Type: Full time


Middle Office Services are responsible for a wide variety of processes which offers the right candidate opportunities to cover and experience the following products as part of the role:

  • Equities, Fixed Income, Repo & Mutual Funds
  • IBOR (Investment Book of Records) Management & Reconciliation
  • OTC & ETD Derivatives & CFDs
  • Cash Processing, FX & Money Markets
  • Market Claims Investigations, Overdraft Reporting
  • Cash Management & Reconciliation

Key responsibilities of the role:

  • Management of all incoming and outgoing client queries across a varied range of products (as above).
  • Partner with operational teams to ensure that all client SLAs are met.
  • Perform daily oversight checks on key tasks and act as escalation for processing hubs.
  • Contribute to / attend regular client meetings.
  • Perform trend analysis to identify opportunities for process improvement and enhanced control.
  • Produce key client reporting requirements against SLA’s and client expectations.
  • MI Collation, Incident Reporting and Client Operational Review deliveries.
  • Building strong working relationships with JPM internal teams and external third parties.
  • Liaise with external third parties daily – brokers, custodians, transfer agents and vendors.
  • Attendance and participation in forums hosted and run by third parties.
  • Monitoring market change and developments
  • Developing client relationships to understand their fund structure trading behaviour and strategies
  • Involvement in new fund and product launches.
  • Involvement in driving projects designed to enhance and improve existing processes and systems.

Desired Key Skills/Experience Requirements:

  • Some experience of working with banking products such as Securities, Repo, Cash, FX or Derivatives
  • Experience in client services and relationship building
  • Can demonstrate ability to deliver against KPI’s and SLA’s.
  • Flexible, organized attitude towards work with the ability to prioritize workloads while under pressure
  • Attention to detail alongside with strong analytical and problem-solving skills.
  • Self-motivated character, willing to take responsibility of issues and resolution.
  • Microsoft Knowledge essential – Primarily Excel, Outlook, PowerPoint & Word.
You’ve got this!