Investment Middle Office Services - Client Operations - Associate

Reposted 11 Days Ago
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Sydney, New South Wales
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves managing client queries about various financial products, ensuring service level agreements are met, conducting trend analysis for process improvement, and participating in client meetings.
Summary Generated by Built In
Job Description
J.P. Morgan Securities Services provide Institutional investors access to markets worldwide for the settlement, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange and Liquidity Solutions. This product suite, along with our Markets business, helps us service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives. We are committed to delivering investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets.
Investment Middle Office Services (IMOS) provides a complete suite of investment operations outsourcing services for institutional asset managers. Our services encompass all asset management activities post-trade execution, allowing asset managers to focus on their core competencies of managing assets and client relationships. The Client Operations team is the single-point-of-contact for all client interactions including query management, escalations and projects to help clients navigating the firm. The team also partners with our internal stakeholders to ensure all client SLA's are met with high standard of services, monitoring resiliency and focusing on trend analysis and process improvement.
Job responsibilities
  • Management of all incoming and outgoing client queries across a varied range of products including but not limited to equities, fixed income, FX, cash, money markets, derivatives and investment book of records (IBOR).
  • Partner with offshore teams to ensure that all daily, weekly, monthly client SLA's are met.
  • Perform daily oversight checks on key tasks performed by offshore processing hubs and assist with escalations.
  • Host and/or attend client meetings both in person and on the phone. Attendance and participation in forums hosted and run by third parties. Involvement in new client and product launches to ensure operational readiness for support.
  • Perform trend analysis to identify opportunities for process improvement and enhanced control. Monitoring market changes and partner with internal/external stakeholders to adapt to these changes.
  • Improve operational efficiency and effectiveness by automating the processes when applicable.
  • Produce key client reporting requirements against SLA's and client expectations, MI Collation, Incident Reporting and Client Operational Review deliveries.

Required qualifications, capabilities, and skills
  • University degree or above
  • Minimum 3 years' experience in markets as trade/marketing support or related securities services business line with a focus on client service
  • Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody and/or
  • Subject matter expertise in Equities, Fixed Income, Cash Markets, OTCs, Exchange Traded Derivatives and general trade lifecycle
  • Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
  • Candidate must have a control focused agenda, and a thorough understanding of program/project risk
  • As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients. Fluency in English, strong oral and written communication and presentation skills are required.

Preferred qualifications, capabilities, and skills
  • Comprehensive understanding of APAC markets

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.

What the Team is Saying

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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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