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Investment Middle Office Services (IMOS) Client Operation - Associate

Full time
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JP Morgan
Banking, investment & finance
10,001+ employees
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Explore new opportunity in the Investment Middle Office Services Team!

As an Investment Middle Office Services (IMOS) Client Operation - Associate in the IMOS team, you will be responsible for dealing 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).

The IBOR provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple, dynamic views of positions for front-office functions. Your key responsibility is to provide premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, you will liase with our clients, and/or any associated financial organizations as required, to ensure any issues are resolved to the client’s satisfaction.

Job responsibilities

  • Is a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
  • Participates and leads, where required, in client service reviews and other client meetings
  • Takes ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
  • Is a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners
  • Seeks opportunities and takes ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
  • Maintains robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
  • Takes ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required
  • Builds solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
  • Works with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
  • Takes ownership and has oversight, where necessary, of Reconciliations and transaction lifecycle management

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)
  • Experience of Reconciliations and transaction lifecycle management
  • Excellent problem solving skills to identify, understand and address operational and technical issues
  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives

Preferred qualifications, capabilities, and skills

  • Ability to communicate effectively across multiple levels of the organization
  • Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
  • Self-starter with ability to learn quickly