Asset Management- Junior Emea Client Onboarding - London, United Kingdom - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Description

New account onboarding's for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates.
Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
Account related projects including:
Investment and Operational Solutions for new business opportunities
Design and implementation of new operating models
Implementation of new markets
Support of regulatory driven programs
Completion and maintenance of event documentation, including onboarding checklists, account opening information, product specifications, project plans and any other related documents.
Schedule, lead and drive regular stakeholder meetings ensuring concurrent projects are managed and delivered within agreed timeframes.
Coordinate Client meetings where required, providing a seamless Client experience.
Escalation of issues in a timely manner and undertake necessary steps to ensure resolution and root cause analysis.

Key Responsibilities

Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review.
Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion.
Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks.
Provide effective communication and regular status reporting to key stakeholders.
Proactively identify risk and control issues to prevent and mitigate risks.
Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate.
Ensure the development of endtoend operating models that are strategic and scalable where possible.
Develop, review and maintain functional procedures and project management tools.
Review the effectiveness of implementation and endeavor to identify ways to improve the way we work.
Support the global team to develop best practice standards and consistency.

Qualifications / Personal profile

Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory.
A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment.
Trade flow knowledge from event inception, trade execution through to operational settlement.
An understanding of Fund Accounting, Transfer Agency and Custody.
Project Management experience with the ability to manage initiatives concurrently end to end.
Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.
Excellent time management skills.
Strong MS Office skills including Excel, Word and PowerPoint and ability to use webbased technology effectively.
Disciplined, selfmotivated, and deliveryfocused individual who is able to work independently where required.
Ability to identify process improvements and implement appropriate changes.
Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners.
A team player who is flexible and can maintain both a positive attitude and high level of performance in demanding/timesensitive situation

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.

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.