JPMorgan Chase Client Service Manager-IBOR VP in Boston, Massachusetts
About J.P. Morgan
JPMorgan Chase is a leading global financial services firm dealing with clients in over 100 countries globally. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers and many of the world's most prominent corporate, institutional and government clients.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase.
Investment Middle Office Departmental Outline:
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).
The IBOR team, specifically, 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. IBOR is not simply a data repository supporting the investment function though, it is a processing engine capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no matter what their source.
Ultimately, it is the key responsibility of the IBOR team to provide premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, the IBOR service delivery team liaises with our clients, and / or any associated financial organisations as required, to ensure any issues are resolved to the client's satisfaction.
Role & 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
Ability to influence and build strong relationships across multiple levels of the organization
Highly skilled at working cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
Experienced with Reconciliations and transaction lifecycle management
To be successful, you will need:
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
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
J.P. Morgan is an equal opportunity employer and is committed to providing a working environment that embraces and values diversity and inclusion.JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans
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