The role involves onboarding asset owner and asset manager clients, collaborating across teams, and ensuring smooth migration processes while managing performance analytics and resolving issues.
Job Description
Welcome to JPMorgan Chase. If you have a strong knowledge of performance, attribution and analytics products and their capabilities within the institutional client segment, this role is for you!
As a Performance Business Transformation Senior Associate within the IIS Operations Team, you will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to an external one. Collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites will be a significant part of your role.
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.
Welcome to JPMorgan Chase. If you have a strong knowledge of performance, attribution and analytics products and their capabilities within the institutional client segment, this role is for you!
As a Performance Business Transformation Senior Associate within the IIS Operations Team, you will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to an external one. Collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites will be a significant part of your role.
Job responsibilities
- Assists senior department leadership with project staffing and governance decisions
- Trains others in the use of applications
- Leads/influences less experienced members of the team in matrix reporting environment
- Establishes and maintains relationships with vendor and internal management/front line staff
- Partners with performance operations to understand client behavior where required
- Possesses business-level understanding of platform functions (legacy and external)
- Works independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
- Interprets and writes commentary on functional testing results
- Identifies, documents, and resolves production issues pre and post migration
- Provides concise client migration status updates and assists with prioritization
- Presents findings, outcomes, and solutions at stakeholder meetings
Required qualifications, capabilities, and skills
- Previous industry experience with institutional clients (working with market leading performance, attribution and analytics software platforms e.g., FactSet)
- Deep understanding of systems/software development lifecycle
- Proficiency with office productivity software
- Positive attitude with a willingness to work hard and be on a steep learning curve
- Attention to detail with demonstrated problem-solving ability
- BA/BS/MBA or equivalent preferably in business/finance or math
Preferred qualifications, capabilities, and skills
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
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
Analytics
Attribution
Factset
Office Productivity Software
Performance
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