Investment Middle Office Services (IMOS) - Client Operations - Senior Associate

Posted 6 Hours Ago
Be an Early Applicant
2 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage client queries and post-trade servicing across equities, fixed income, derivatives, FX and cash products. Ensure SLAs, perform oversight checks, escalate issues, produce client reporting, conduct trend analysis, support fund/product launches, and drive process improvements while building strong client and vendor relationships.
Summary Generated by Built In

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
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

  • Product knowledge across 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 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
  • 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

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 Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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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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