Global Fund Services - Performance and Analytics Transformation - Vice President

Posted Yesterday
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Sydney, New South Wales, AUS
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead end-to-end platform onboarding and client migration initiatives for investment performance, attribution, and risk analytics products. Responsibilities include delivery planning, dependency and stakeholder management, readiness assessments, cutover planning, testing, change management, issue resolution, reporting, and post-release performance monitoring. The role partners with operations, product, technology, vendors, and institutional clients to modernize legacy platforms and improve delivery quality, controls, and transparency.
Summary Generated by Built In

Drive meaningful change in how complex investment data products reach clients. You’ll lead high-impact migrations from legacy platforms to modern vendor solutions, improving speed, quality, and transparency along the way. We’ll rely on you to bring structure to ambiguity, align global stakeholders, and keep delivery moving when priorities shift. You’ll grow your leadership through visibility with product, operations, and technology partners and through ownership of end-to-end outcomes.

As a Vice President within the Investment Information Services team, you lead end-to-end delivery for platform onboarding and client migration initiatives. You’ll translate client and operational needs into clear plans, coordinate dependencies across functions, and ensure releases are ready to run in production. You’ll help improve delivery performance through better tooling, reporting, and repeatable processes. You’ll work closely with operations, product management, and technology teams across global sites to deliver an organized, client-centric experience.

Our team focuses on improving how investment performance, attribution, and risk analytics products are implemented and supported for institutional clients. You’ll collaborate across operations and technology to strengthen controls, streamline workflows, and reduce delivery friction while maintaining a high bar for quality.

Job responsibilities

  • Lead end-to-end product delivery from intake through release readiness, operationalization, and post-release performance reporting
  • Drive client onboarding and migration plans, including milestones, cutover approach, and progress tracking
  • Manage dependencies, timelines, and resourcing needs; surface risks and remove blockers through active stakeholder management
  • Assess platform and operational readiness for migration, including functional requirements, quality controls, and reporting needs
  • Partner with product and technology teams to plan and execute roadmap deliverables that support client migration outcomes
  • Gather requirements, coordinate functional testing, and enable user training to support adoption of new workflows and tooling
  • Lead change management activities across functional partners, ensuring alignment to risk, controls, compliance, and regulatory expectations
  • Establish and maintain effective working relationships with vendor partners and internal leaders
  • Identify, document, and coordinate resolution of production issues before and after migration, including investigation and validation
  • Validate performance and risk analytics outputs across platforms using available tools and agreed controls
  • Provide concise status updates and recommendations, and present findings, outcomes, and options in stakeholder forums

Required qualifications, capabilities, and skills

  • At least 5 years of experience in product delivery, implementation, program management, or operations within financial services 
  • Demonstrated experience leading cross-functional delivery, dependency management, and release planning across multiple stakeholders
  • Proven ability to run change readiness activities and support adoption of new operating models and processes
  • Experience executing platform or client migrations, including readiness assessment, cutover planning, and issue triage
  • Strong understanding of the systems development life cycle and how to partner effectively with engineering teams
  • Experience supporting institutional clients and/or investment analytics workflows (performance, attribution, risk)
  • Ability to produce clear delivery reporting (status, risks, decisions, and outcomes) for senior stakeholders
  • Strong problem-solving skills with attention to detail and comfort working through ambiguity
  • Proficiency with Microsoft Excel, PowerPoint, and Word

Preferred qualifications, capabilities, and skills

  • Hands-on experience with performance and analytics platforms (for example, FactSet)
  • Experience with data analytics and metrics-driven delivery performance management
  • Professional certifications such as Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or Certificate in Investment Performance Measurement (CIPM)
  • Bachelor’s degree in business, finance, mathematics, or a related field (or equivalent practical experience)
About UsJ.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 TeamJ.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. 

Skills Required

  • At least 5 years of experience in product delivery, implementation, program management, or operations within financial services
  • Experience leading cross-functional delivery, dependency management, and release planning across multiple stakeholders
  • Experience running change readiness activities and supporting adoption of new operating models and processes
  • Experience executing platform or client migrations, including readiness assessment, cutover planning, and issue triage
  • Strong understanding of the systems development life cycle and effective partnership with engineering teams
  • Experience supporting institutional clients and/or investment analytics workflows, including performance, attribution, or risk
  • Ability to produce clear delivery reporting covering status, risks, decisions, and outcomes for senior stakeholders
  • Strong problem-solving skills, attention to detail, and comfort working through ambiguity
  • Proficiency with Microsoft Excel, PowerPoint, and Word
  • Hands-on experience with performance and analytics platforms such as FactSet
  • Experience with data analytics and metrics-driven delivery performance management
  • Professional certification such as CFA, CAIA, or CIPM
  • Bachelor’s degree in business, finance, mathematics, or a related field, or equivalent practical experience

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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