Sourced directly from JPMorgan Chase & Co.'s own careers page
Asset Management, Client Onboarding Funds, Associate, London
JPMorgan Chase & Co.
City of London, England, United Kingdom["Full time"]
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You will join the EMEA Client Onboarding Management team who are responsible for
project managing the end-to-end implementation of new JPM internal Fund launches
and Life-Cycle events on the respective investment accounting platform(s). The
team, 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.
As an Onboarding Specialist, you will manage the end-to-end implementation of
internal JPM fund mandates. You will successfully collaborate across our global
business to support Client and business growth to provide an exceptional Client
experience. This opportunity will allow you to leverage your project management
expertise, operational knowledge, strong Client service skills and analytical
acumen.
Job Responsibilities
• Project managing new account onboardings for Internal JPM funds mandates
including ETFs, SICAVS, OEIC’s, Global Unit Trusts. Additionally manage
lifecycle events such as Mergers, Liquidations and Closures, In Species and
Custody Changes.
• Act as the point of contact with and for working group stakeholders during
the end-to-end onboarding timeline. At the point of new initiatives, you will
be introduced as the onboarding specialist lead, and you will be responsible
for end-to-end coordination and management until funding.
• Leading internal stakeholder meetings to ensure events are effectively
scoped, managed and delivered within agreed timeframes providing an excellent
level of Client service.
• Completing and maintaining event documentation, including onboarding
checklists, account opening information, product specifications, project
plans and any other related documents. Additionally, perform control
checkpoints and authorization of Client mandates prior to launch.
• Collaborate effectively across internal teams to leverage expertise, products
and service delivery. Lead on wider business support initiatives including
New Business Initiatives (NBIA).
• Demonstrate strong communication skills through regular status reporting to
key stakeholders and proactively identify risk and control issues to prevent
and mitigate risks.
• Support the global client onboarding teams to develop best practice standards
and consistency and Identify ways to improve processes/procedures to enhance
the Client experience.
Required qualifications, capabilities, and skills
• Project Management Proficiency: Strong project management skills with the
ability to work independently and demonstrate self-motivation.
• Inclusive Leadership: Demonstrated inclusive leadership skills with the
ability to effectively collaborate across diverse groups and regions.
• Alternatives, Derivatives and ETF Experience/knowledge is favoured.
• Team Player and Multitasker: Strong team player with the ability to multitask
and perform well under pressure.
• Interpersonal and Problem-Solving Skills: Excellent interpersonal skills
coupled with strong problem-solving abilities.
• The ability to quickly and effectively resolve issues or concerns is
important. This requires critical thinking and the ability to find creative
solutions.
• Strong verbal, written and interpersonal communication skills to build
relationships with senior business stakeholders and Clients. Excellent time
management skills.
• A solid level of financial product knowledge including Equity, Fixed Income,
Currency, Derivatives and Funds Investment.
• The ability to adapt to different client personalities and changing
situations is important in a dynamic work environment.
• 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 can work
independently where required.
• Adaptive Problem Navigation: Skilfully navigate unexpected situations to
achieve positive outcomes for both the firm and its clients. Use innovation
and negotiation whenever required.
Preferred qualifications, capabilities, and skills
• Excellent time management skills.
• Asset Management or relevant Investment Banking, Wealth Management
experience.
• Ability to identify process improvements and implement appropriate changes
using digital tooling e.g. Python, Tableau
• Team Player and Multitasker: Strong team player with the ability to multitask
and perform well under pressure.
J.P. Morgan is a global leader in financial services, providing strategic advice
and products to the world’s most prominent corporations, governments, wealthy
individuals and institutional investors. Our first-class business in a
first-class way approach to serving clients drives everything we do. We strive
to build trusted, long-term partnerships to help our clients achieve their
business objectives.
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. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment
management and private banking solutions. Asset Management provides individuals,
advisors and institutions with strategies and expertise that span the full
spectrum of asset classes through our global network of investment
professionals. Wealth Management helps individuals, families and foundations
take a more intentional approach to their wealth or finances to better define,
focus and realize their goals.