Our Client Onboarding Management team is in charge of end-to-end implementation of new Institutional client mandates, JP Morgan internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). You will work cross-functionally with senior representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third-Party vendors.

Job Responsibilities

• New account on-boarding’s for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates
• Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes
• Account related projects including:
  • Investment and Operational Solutions for new business opportunities
  • Design and implementation of new operating models
  • Implementation of new markets
  • Support of regulatory driven programs
• Completion and maintenance of event documentation, including on-boarding checklists, account opening information, product specifications, project plans and any other related documents
• Schedule, lead and drive regular stakeholder meetings ensuring concurrent projects are managed and delivered within agreed timeframes
• Coordinate Client meetings where required, providing a seamless Client experience
• Escalation of issues in a timely manner and undertake necessary steps to ensure resolution and root cause analysis
• Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review.
• Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion.
• Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks
• Provide effective communication and regular status reporting to key stakeholders
• Proactively identify risk and control issues to prevent and mitigate risks
• Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate
• Ensure the development of end-to-end operating models that are strategic and scalable where possible
• Develop, review and maintain functional procedures and project management tools
• Review the effectiveness of implementation and endeavor to identify ways to improve the way we work
• Support the global team to develop best practice standards and consistency.

Required qualifications, capabilities, and skills

• Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory.
• A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
• Trade flow knowledge from event inception, trade execution through to operational settlement.
• An understanding of Fund Accounting, Transfer Agency and Custody.
• Project Management experience with the ability to manage initiatives concurrently end to end.
• Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.
• Excellent time management skills.
• Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
• Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required.
• Ability to identify process improvements and implement appropriate changes.
• Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners.
• A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/time-sensitive situation