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
