Performance Business Transformation Senior Associate

JP Morgan

Location: Dorset

Job Type: Full time


Welcome to JPMorgan Chase. If you have a strong knowledge of performance, attribution and analytics products and their capabilities within the institutional client segment, this role is for you!

As the Performance Business Transformation Associate in IIS Operations Team team you will be responsible for expedited onboarding of asset owner and asset manager clients from a legacy internal platform to an external platform. You will work with closely with internal stakeholders in client operations, product technology, and product management across global operating sites

Job responsibilities

  • Establishes and maintains relationships with vendor and internal management/front line staff
  • Partners with performance operations to understand client behavior where required
  • Possesses business-level understanding of platform functions (legacy and external)
  • Works independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
  • Interprets and writes commentary on functional testing results
  • Identifies, documents, and resolves production issues pre and post migration
  • Provides concise client migration status updates and assist with prioritization
  • Presents findings, outcomes, and solutions at stakeholder meetings

Required qualifications, capabilities, and skills

  • Previous industry experience, preferably with institutional clients working with market leading performance, attribution and analytics software platforms e.g. Factset)
  • Understanding of systems/software development lifecycle
  • Proficiency with office productivity software
  • Positive attitude with a willingness to work hard and be on a steep learning curve
  • Attention to detail with demonstrated problem-solving ability
  • BA/BS/MBA or equivalent preferably in business/finance or math

Preferred qualifications, capabilities, and skills

  • Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged