J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Business Function
The UK Product Delivery team is responsible for the on-boarding of Institutional Clients mandates and JPMorgan Funds, primarily in EMEA but also globally. Responsibilities also include lifecycle events such as in specie asset transitions, mergers and closures. The Team consists of Product Delivery Managers, Analysts, Strategic Project Managers and the Account Information Group. The purpose of the team is to provide a dedicated and professional Operations product solution and delivery on to our operating platforms. The team interface directly with senior representatives from Product Development, Investment Desks, Client Account Managers, overseas offices, third party vendors and Risk and Control functions.
Product Delivery Specialist (Associate)
As a Product Delivery Associate you will be responsible for providing a dedicated and professional onboarding analysis and implementation function for the business. Working closely with the Product Delivery Managers and other Analysts, you will be tasked with supporting the design and implementation of operational models and solutions for new business opportunities and mandatory requirements through regulatory change. This is a key role with daily interaction to representatives from the Equity, Fixed Income & Currency, and Multi-Asset Solutions Investment Desks, Beta Strategies, Product Development Groups (globally), Global Trading Agreement Group, Operations Team Managers and their appointed Subject Matter Expert’s (SME).
To provide operational and transitional support/coordination services for new business initiatives as proposed by Product Developers, Client Account Managers and Investment Desks including the launch of European Exchange Traded Funds
Produce relevant initiative documents, including but not exclusive to: on-boarding checklists, account opening data, product specifications, project plans any other related onboarding 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 and deliver relevant operational tasks and functions required for successful delivery of the initiative
Effective communication and regular reporting to the Product Delivery Manager
Wish list coordination and distribution – Pre-trade compliance checks, and interaction with internal investment teams and external teams (e.g. Third party Transition Managers as appointed by Client)
Maintain and update functional procedures, plans and checklists
Coordinate and chair Front Office/transition meetings, duly minute and actions followed to completion
In specie activity planning preparation, coordination, ownership and distribution
Complete account closure processes and track status
Custody Account Changes
Weekly meetings/conference calls with all key stakeholders involved in onboarding activities
Work within a flexible manner, willingness to undertake additional ad hoc tasks as required for the successful delivery of an initiative
Liaise with external parties as appropriate for the successful delivery of the initiative, such as (list is not exclusive to) Consultants, Custodians, Transfer Agents, outsourced service providers, Incumbent/Receiving Transition Managers/Asset managers and other external parties as required
Key Internal Relationships
Key External Relationships
JPMorgan CIB – Fund Accounting, Custody, Valuations, Collateral, Liquidity, Global Derivatives Services
Client appointed Custodians
Incumbent/receiving Transition Managers/Asset Managers
Ability to influence change
Excellent communication skills at all levels
Methodical and self-disciplined
Excellent team participant
Demonstrate risk awareness and escalation
Awareness of Regulatory change and impact to business
Excellent coordination and time management
Attention to detail
Willingness to take on additional tasks as required
Understanding / background in ETFs beneficial
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase& Co. is an Equal Opportunity Employer.
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