At a Glance
- Tasks: Manage client queries and ensure seamless post-trade servicing in a fast-paced financial environment.
- Company: Join J.P. Morgan, a global leader in financial services with a focus on diversity and inclusion.
- Benefits: Competitive salary, professional development, and the chance to work with top-tier clients.
- Other info: Collaborative team culture with opportunities for growth and process improvement.
- Why this job: Make a real impact while building relationships in a dynamic investment operations role.
- Qualifications: Experience in finance, strong analytical skills, and a passion for client service.
The predicted salary is between 50000 - 70000 £ per year.
Are you passionate about delivering exceptional client service in a dynamic, fast-paced financial environment? This is your opportunity to be part of a growing, strategic product within JPMorganChase's Commercial & Investment Bank, supporting some of the world's leading Institutional Investment Management firms. In this role, you'll sit at the heart of post-trade operations, acting as a key partner to clients and internal teams alike. You'll gain exposure to a wide variety of asset classes and processes, from Equities and Fixed Income to Derivatives and FX. If you thrive on building relationships, driving improvements, and making a real impact, we'd love to hear from you.
As an Associate in Investment Middle Office Services (IMOS) Client Operations, you will play a central role in managing client interactions and ensuring seamless post-trade servicing for institutional investment management clients. You'll work closely with internal operational teams to meet client service commitments, while contributing to process improvement and trend analysis initiatives. We are a collaborative, client-focused team that values precision, accountability, and continuous improvement - and we're growing.
Job Responsibilities
- Manage all incoming and outgoing client queries across a broad range of products, including Equities, Fixed Income, Repo, Mutual Funds, Derivatives, FX, and Money Markets.
- Partner with operational teams to ensure all client service level agreements are consistently met.
- Perform daily oversight checks on key tasks and serve as an escalation point for processing hubs.
- Attend and contribute to regular client meetings, forums, and operational reviews.
- Conduct trend analysis to identify opportunities for process improvement and enhanced controls.
- Produce and deliver key client reporting requirements in line with service level expectations.
- Collate management information, manage incident reporting, and support client operational review deliveries.
- Build and maintain strong working relationships with internal teams and external third parties, including brokers, custodians, transfer agents, and vendors.
- Develop client relationships to understand fund structures, trading behaviours, and strategies.
- Support new fund and product launches.
- Drive and contribute to projects aimed at enhancing and improving existing processes and systems.
Required Qualifications, Capabilities, and Skills
- Experience and product knowledge across one or more of the following: Equities, Fixed Income, Repo, Cash Markets, FX, or Derivatives.
- Understanding of fund accounting, Investment Book of Records (IBOR), and NAV generation for investment funds.
- Demonstrated client service and relationship-building skills.
- Proven ability to deliver against key performance indicators and client service level agreements.
- Strong analytical and problem-solving skills with a high attention to detail.
- Ability to prioritise workloads and manage competing demands in a fast-paced environment.
- Self-motivated with a proactive approach to ownership and issue resolution.
- Proficiency in Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.
Preferred Qualifications, Capabilities, and Skills
- Experience working in a middle office or post-trade operations environment.
- Familiarity with cash management, reconciliation, and overdraft reporting processes.
- Experience liaising with external third parties such as brokers, custodians, or transfer agents.
- Exposure to client reporting and management information production.
- Experience contributing to or leading process improvement initiatives.
- Ability to challenge existing processes and influence change constructively.
- Experience participating in new product or fund launches within an investment operations setting.
ABOUT US
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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Middle Office Services (IMOS) - Client Operations - Senior Associate in Woking
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We think you need these skills to ace Investment Middle Office Services (IMOS) - Client Operations - Senior Associate in Woking
Some tips for your application 🫡
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How to prepare for a job interview at J.P. Morgan
✨Brush Up on Financial Analysis Skills
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