Vice President – Client Operations 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).

As a Vice President within the IMOS Client Global Operations team, you will play a pivotal role in leading efforts to implement our new strategic Middle Office Infrastructure. You will work closely with clients, project teams, and technology partners to ensure a seamless rollout and provide exceptional support to our clients. Your primary responsibility will be to manage the Client Operations team, ensuring premier service delivery and the accurate, timely delivery of the IMOS service to our end clients. Additionally, you will act as a liaison with clients and associated financial organizations to resolve any issues to the client’s satisfaction.

Job Responsibilities

• Play a lead role within the Global Client Operations team and act as a client-facing point of escalation, including overseeing our processing teams to ensure any issues requiring client attention are quickly resolved and working with the teams to ensure high levels of straight-through processing.
• Establish dashboards and metrics to demonstrate progress and high quality of support to clients and senior management with clear and consistent statistics and commentary.
• Oversee large components of the daily operational activities essential to premier service delivery, including day-to-day management oversight of the team, work allocation, capacity management, and talent management as required.
• Build solid relationships with Client teams, including Front Office, Performance & Risk, and Compliance teams, and attend and participate in forums hosted and run by third parties.
• Work with management of the client operations team to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model, developing client relationships to understand their fund structure, trading behaviors, and strategies.
• Partner with Relationship Management and help lead client service and due diligence meetings.
• Collaborate cross-functionally with technology, service, product, and other operations teams to manage the entire service delivery.
• Liaise with external third parties daily, including brokers, custodians, transfer agents, and vendors, while monitoring market changes and developments.
• Utilize experience with reconciliations and transaction lifecycle management.
• Drive projects designed to enhance and improve existing processes and systems, and participate in new fund and product launches.
• Manage teams to ensure the creation of diverse, high-performing teams and manage them effectively with clear objectives, goals, and targets to ensure continuous learning and development.

Required qualifications, capabilities, and skills

• Product knowledge particularly of Equities, Fixed Income, Cash Markets, FX, OTC instruments, Exchange Traded Derivatives, other financial instruments, and general trade lifecycle. Knowledge of industry and vendor products.
• Client service / relationship building skills with the ability to build strong relationships with a wide variety of diverse groups, both internally and externally.
• Demonstrated leadership experience across process, risk, and control within Investment Operations  including managing change. Self-starter with ability to learn quickly.
• Excellent client facing skills & communication style, comfortable dealing with key clients.
• Proven ability to lead teams across multiple locations. Strong influencing skills, Ability to challenge existing processes and controls.
• 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.

Preferred qualifications, capabilities, and skills

• Demonstrate leadership (preferably, but not necessarily, Middle Office)

About Us

PMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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