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Prime Finance Transition Management - Associate

Req #: 180017779
Location: New York, NY, US
Job Category: Investment Banking
Job Description:

J.P. Morgan is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. Information about J.P. Morgan is available at


About J.P. Morgan Corporate & Investment Bank


J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


J.P. Morgan is a market leader in Securities Prime Brokerage.  The Transition Manager is responsible for translating a sales mandate into an operational account by coordinating across Risk, Legal, Sales, Credit, Technology, Operations, KYC/AML, and requested asset-classes in a lead Transition capacity.  The role is product aligned, with the individual specializing in Securities Prime Brokerage (primarily equity/fixed income securities and equity derivatives), as well as exposure to other products areas (F&O, FX, and OTC Clearing) in order to deliver a seamless multi-asset class on-boarding.  


Client focus:  Ensure that client requirements and sales mandate are delivered with a sense of urgency.  Act as single point of contact for client while facing-off internally on their behalf across internal support groups and business partners.  Transition will also encompass third-parties involved such as client vendors, ECN's, Fund Administrators and other authorized interests.

Project management:  End-to-end project management accountable to client and business owners.  Accountable for delivering fully operational account to client in a timely manner.  Ability to identify potential differences between current JPM offering and client requirements from the onset of on-boarding, and work with client and internal partners to solve.

Internal Partner Coordination:  Coordination across JPMorgan teams globally throughout the transition process. In particular, building strong relationships with Sales and Trading, Client Solutions, Credit, Risk, Legal, Client Service and Technology teams in order to facilitate client timelines.  Serve as initial point of escalation for internal support teams.

Required Skills:
Client Focus Related
•    Excellent interpersonal and communication skills.
•    Very strong client management skills.
•    Problem solving ability - can listen to client requirements and anticipate possible issues and seek to eliminate, mitigate, escalate as appropriate.
•    Sense of ownership and accountability to client and business leadership.
•    Appreciation of industry landscape an advantage.
•    In depth understanding of hedge funds and legal structures.
Project Management Related
•    Excellent project management and organizational skills.  Can focus a team to help attain end goal.
•    Demonstrated ability to prioritize, multi-task and work within tight and changeable timeframes.
•    Confident, driven, self-starter with an ability to work independently.
•    Inquisitive, tenacious and investigative; able to follow through on all aspects of complicated workflows.
•    Excellent attention to detail with intent to provide high level of accuracy.
Internal Partner Focus
•    Hands-on approach, having confidence to escalate when required.
•    Comfortable with technology, workflows and systems.
•    Perform pre and post live checks on account to confirm completion of on-boarding.
•    Ability to act with urgency using powers of persuasion and good judgment to get things done.

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