As an IMOS Senior Associate, you'll manage client relationships, oversee investment operations, and lead service initiatives to enhance client satisfaction.
Job Description
Join our team to drive premier service delivery and enhance client satisfaction in Investment Middle Office Services.
As an Investment Middle Office Services (IMOS) Senior Associate in Investment Book of Record (IBOR) Client Operations Team you will play a pivotal role in delivering accurate and timely investment portfolio records to our clients. You will build strong relationships and drive service excellence in a dynamic environment. You will be also a key point of contact within the Global/Regional IBOR team, supporting client interactions and ensuring premier service delivery. You will lead client service reviews, manage daily operational activities, and drive initiatives to improve service levels and efficiency.
Job Responsibilities
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills
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. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our team to drive premier service delivery and enhance client satisfaction in Investment Middle Office Services.
As an Investment Middle Office Services (IMOS) Senior Associate in Investment Book of Record (IBOR) Client Operations Team you will play a pivotal role in delivering accurate and timely investment portfolio records to our clients. You will build strong relationships and drive service excellence in a dynamic environment. You will be also a key point of contact within the Global/Regional IBOR team, supporting client interactions and ensuring premier service delivery. You will lead client service reviews, manage daily operational activities, and drive initiatives to improve service levels and efficiency.
Job Responsibilities
- Serve as a communication source for escalation of issues and service updates.
- Lead client service reviews and meetings to enhance client satisfaction.
- Oversee daily operational activities essential to client reporting (IBOR).
- Drive initiatives to improve service levels and efficiency for J.P. Morgan and clients.
- Maintain standard operating policies to meet corporate risk and control standards.
- Participate in key projects to support the IMOS global strategy.
- Build interactive relationships with global operations partners and other teams.
- Achieve 100% timeliness and accuracy in a 'follow the sun' model.
- Communicate effectively across multiple levels of the organization.
- Work cross-functionally with technology, service, product, and operations teams.
Required Qualifications, Capabilities, and Skills
- Leadership experience in Investment Operations, including managing change.
- Excellent client-facing skills and communication style.
- Ability to lead teams across multiple locations.
- Understanding of OTC instruments, Exchange Traded Derivatives, Fixed Income Securities, and Equity products.
- Proven track record of working to deadlines with accountability.
- Experience in Investment Operations (Trades, Cash, and Reconciliations).
- Problem-solving skills to address operational and technical issues.
- Strong written and verbal communication skills.
- Ability to meet tight deadlines and prioritize work.
Preferred Qualifications, Capabilities, and Skills
- Experience in Reconciliations and transaction lifecycle management.
- Self-starter with the ability to learn quickly.
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. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Equity Products
Exchange Traded Derivatives
Fixed Income Securities
Investment Book Of Record
Otc Instruments
Similar Jobs at JPMorganChase
Financial Services
As a Software Engineer II, you will design, develop, and troubleshoot software solutions mainly using Python within an agile environment.
Top Skills:
Ci/CdCloud TechnologiesPython
Financial Services
As an Infrastructure Engineer III, you will apply technical and problem-solving skills to improve systems, monitor applications, and manage infrastructure projects, ensuring effective collaboration with various teams.
Top Skills:
Apache AirflowCloud TechnologiesDatabasesDatabricksHardwareNetworkingPythonStorage Engineering
Financial Services
As a Product Manager, you'll drive product strategy, manage stakeholder relationships, define requirements, and enhance client experiences through effective product development and execution of the roadmap.
Top Skills:
JIRAJSONExcelVisioXML
What you need to know about the Edinburgh Tech Scene
From traditional pubs and centuries-old universities to sleek shopping malls and glass-paneled office buildings, Edinburgh's architecture reflects its unique blend of history and modernity. But the fusion of past and future isn't just visible in its buildings; it's also shaping the city's economy. Named the United Kingdom's leading technology ecosystem outside of London, Edinburgh plays host to major global companies like Apple and Adobe, as well as a growing number of innovative startups in fields like cybersecurity, finance and healthcare.
