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Product Delivery Global Account Information Group Senior Analyst - 502

Req #: 180036770
Location: Mumbai, MH, IN
Job Category: Asset Management
Job Description:

Business Function – Asset and Wealth Management, Client Service and Business Platform, UK Product Delivery

 

The Product Delivery team is responsible for the end-to-end solutioning, facilitation and implementation of investment strategies for our Institutional Clients and JPMorgan Funds globally.  The Team consists of Product Delivery Managers, Project Managers, Analysts and the Account Information Group. The team interface directly with representatives from Product Development, Investment Desks, Client Account Managers, Operations, Overseas Offices (US, UK, Asia), Third Party Vendors, Risk and Control functions.

 

The Role - Product Delivery Initiative Coordinator

 

As a Product Delivery Initiative Coordinator you will be responsible for coordinating the implementation of account related activities for our clients and funds. Requiring a self-motivated individual, the role will need to balance the demands of the business, versus implementing change in a controlled and auditable manner.

 

The role exists as part of a wider product delivery team with varied requirements.  There will also be the need to support and lead additional projects and new business initiatives where demand dictates.  Examples include on-boarding investment accounts and any necessary coordination requirements for liquidations, closures and other account changes.

 

Primary Responsibilities

 

  • Work in partnership with the UK Product Delivery team, ensuring implementation of allocated project work to agreed deadlines
  • To provide coordination services for new business initiatives as proposed by Product Developers, Client Account Managers and Investment Desks
  • Produce relevant initiative documents, including but not exclusive to: on-boarding checklists, account opening data, product specifications, project plans and any other related on-boarding documents as required
  • Issue resolution – undertake effective issue management practice, look to resolve initiative delivery issues and escalate to the Product Delivery Manager as appropriate
  • Co-ordinate relevant operational tasks and functions required for successful implementation of the initiative
  • Effective communication and regular reporting to the Product Delivery Manager
  • Coordinate and chair meetings, duly documented with actions followed to completion
  • Complete account closure processes and track status
  • Manage meetings/conference calls with all key stakeholders involved in event activities
  • Work within a flexible manner, willingness to undertake additional ad hoc operational tasks as required for the successful delivery of an initiative

 

Key relationships

 

Internal

 

·         Product Delivery Managers

·         Account Information Group

·         Client Account Managers

·         Product Developers

·         Operational work streams (including Middle Office functions)

 

 

Personal Profile

 

  • Post Graduate, MBA with 3-5 years of experience in Financial Services industry or Graduate with 6-8 years of experience
  • Works with stakeholders to clarify and articulate key requirements
  • Self-motivated and capable of working autonomously
  • Ability to influence change
  • Is able to take ownership and manage a project end to end
  • Ability to identify process improvements and implement appropriate changes
  • Flexible, ability to adapt to change
  • Identification and ownership of issues and risks, tracking through to resolution or escalation where appropriate
  • Excellent coordination and communication skills at all levels
  • Self-motivated and able to use own initiative
  • Confidence to challenge, and be challenged, whilst retaining a positive ‘can-do’ outlook
  • A knowledge of Fund Accounting, TA and Custody is preferable

Business Function – Asset and Wealth Management, Client Service and Business Platform, UK Product Delivery

 

The Product Delivery team is responsible for the end-to-end solutioning, facilitation and implementation of investment strategies for our Institutional Clients and JPMorgan Funds globally.  The Team consists of Product Delivery Managers, Project Managers, Analysts and the Account Information Group. The team interface directly with representatives from Product Development, Investment Desks, Client Account Managers, Operations, Overseas Offices (US, UK, Asia), Third Party Vendors, Risk and Control functions.

 

The Role - Product Delivery Initiative Coordinator

 

As a Product Delivery Initiative Coordinator you will be responsible for coordinating the implementation of account related activities for our clients and funds. Requiring a self-motivated individual, the role will need to balance the demands of the business, versus implementing change in a controlled and auditable manner.

 

The role exists as part of a wider product delivery team with varied requirements.  There will also be the need to support and lead additional projects and new business initiatives where demand dictates.  Examples include on-boarding investment accounts and any necessary coordination requirements for liquidations, closures and other account changes.

 

Primary Responsibilities

 

  • Work in partnership with the UK Product Delivery team, ensuring implementation of allocated project work to agreed deadlines
  • To provide coordination services for new business initiatives as proposed by Product Developers, Client Account Managers and Investment Desks
  • Produce relevant initiative documents, including but not exclusive to: on-boarding checklists, account opening data, product specifications, project plans and any other related on-boarding documents as required
  • Issue resolution – undertake effective issue management practice, look to resolve initiative delivery issues and escalate to the Product Delivery Manager as appropriate
  • Co-ordinate relevant operational tasks and functions required for successful implementation of the initiative
  • Effective communication and regular reporting to the Product Delivery Manager
  • Coordinate and chair meetings, duly documented with actions followed to completion
  • Complete account closure processes and track status
  • Manage meetings/conference calls with all key stakeholders involved in event activities
  • Work within a flexible manner, willingness to undertake additional ad hoc operational tasks as required for the successful delivery of an initiative

 

Key relationships

 

Internal

 

·         Product Delivery Managers

·         Account Information Group

·         Client Account Managers

·         Product Developers

·         Operational work streams (including Middle Office functions)

 

 

Personal Profile

 

  • Post Graduate, MBA with 3-5 years of experience in Financial Services industry or Graduate with 6-8 years of experience
  • Works with stakeholders to clarify and articulate key requirements
  • Self-motivated and capable of working autonomously
  • Ability to influence change
  • Is able to take ownership and manage a project end to end
  • Ability to identify process improvements and implement appropriate changes
  • Flexible, ability to adapt to change
  • Identification and ownership of issues and risks, tracking through to resolution or escalation where appropriate
  • Excellent coordination and communication skills at all levels
  • Self-motivated and able to use own initiative
  • Confidence to challenge, and be challenged, whilst retaining a positive ‘can-do’ outlook
  • A knowledge of Fund Accounting, TA and Custody is preferable
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