JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset and Wealth Management, and Consumer and Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset and Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.
A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and custody services, employing more than 800 people at both its Geneva headquarters and Zurich branch.
The Portfolio Analysis Group (PAG) within Asset and Wealth Management comprises a number of teams responsible for investment performance measurement for both client portfolios and investment strategies including, but not limited to, rates of return, contribution, attribution, risk analytics and investment reporting. In addition the Group is responsible for the construction and maintenance of performance composites. Wealth Management PAG in Geneva provides performance analytics for client portfolios and strategies across the International Private Bank (IPB).
As a Performance Operations Manager you will be responsible for managing a team focused on ensuring the quality of client investment performance returns across IPB, as well as the production of monthly hedge fund advisory client performance reporting. You will be expected to develop a close working relationship with your Operations and Technology counterparts to identify and resolve performance data quality issues and to develop and implement process improvements to enhance the overall accuracy of investment performance measurement in IPB.
Key Responsibilities Include:
Oversight of monthly return validation processes including completion of performance outlier controls
Oversight of daily performance loss monitoring and reporting
Oversight of the production of monthly Hedge Fund Advisory client performance reporting, completion of checker and supervisory reviews and supporting team members to resolve reporting issues
Partner with Operations and Technology managers to ensure timely resolution of data issues and drive process improvements to enhance the quality of performance information
Partner with our offshore teams to ensure consistent policies and practices, adherence to expected standards of quality and ensure activities are completed in appropriate locations
Design and implement processes to ensure efficient and accurate collection of monthly metrics information. Present metrics to the Global Head of PAG and to oversight committees
Represent the department in relevant international and global initiatives
Ownership of inter affiliate service agreements ensuring maintenance of up to date documentation and service level agreements
The role is suited to an experienced Operations or Performance Analysis manager with a proven track record of managing a team to meet challenging production deadlines and with an exceptional focus on risk and control.
You must be able to:
Develop production plans, track issues to resolution and escalate as appropriate
Develop methods to track production metrics, issues, trends and capacity, and report effectively to management
Interact and communicate at all levels within the organization, drive change and implement process improvements
Understand and manage operational risks, identify gaps and enhance controls
- Bachelor or Masters Degree in Finance, Economics, Mathematics, Engineering or Science
- Minimum 5-7 years relevant experience in a securities operations, portfolio analysis or similar role in Banking/Asset Management
- Excellent understanding and experience in managing operational risks
- Excellent leadership, interpersonal, and relationship management skills
- Superior quantitative & qualitative analytical aptitude
- Strong attention to detail and solid organizational skills
- Ability to problem solve and implement process improvements
- Comfortable presenting to an audience
- Highly committed with an ability to work under pressure
- Strong proficiency with MS Excel, Word, PowerPoint
- Fluent in English
- CIPM certificate is a plus
- GIPS compliance knowledge a plus
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
If you would like to pursue a career with JPMorgan Chase & Co.’s Legal Department in Switzerland, please apply online providing a cover letter and CV in English.
Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.