Investment Middle Office Services - Client Operations Vice President

JP Morgan

Location: Midlothian

Job Type: Full time


JPMorgan Chase’s Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDs. IMOS deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Job responsibilities:

The role focuses specifically on Investment Middle Office Services (IMOS) Investment Book of Record (IBOR)

  • Play a lead role within the Global/Regional IBOR team and act as the client facing point of escalation
  • Participate, represent and implement on the continued IMOS global strategy as required.
  • Oversee large components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
  • Day to day management oversight of the team, including work allocation and capacity management, talent management as required
  • Building solid relationships with Client teams including Front Office, Performance & Risk, and Compliance teams
  • Work with management of global IBOR teams to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
  • Partner with Relationship Management and help lead client service and due diligence meetings

Required qualifications, capabilities and skills:

  • Demonstrated leadership experience across process, risk and control within Investment Operations (preferably, but not necessarily, Middle Office), including managing change.
  • Excellent client facing skills & communication style, comfortable dealing with key clients
  • Proven ability to lead teams across multiple locations
  • Extensive understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments
  • Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
  • Experience of Investment Operations (Trades, Cash and Reconciliations) and transaction lifecycle management.
  • Excellent problem solving skills to identify/ Strong communication skills/ Ability to be flexible.
You’ve got this!