JP Morgan Chase & Co.

Asset Management - US Client Onboarding Management

JP Morgan Chase & Co. • $80K — $95K *
Columbus, OH 43230In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial services, preferably in Asset Management
  • Experience in Client Service, Operations, or Business Management is advantageous
  • Strong understanding of various investment vehicle types, including mutual funds and ETFs
  • Familiarity with complex instruments like derivatives and alternatives is a plus
  • Knowledge of institutional operating platforms and client service provider interfaces is beneficial
  • Excellent analytical and quantitative skills
  • Effective interpersonal and communication capabilities
  • Strong project management and organizational skills
  • Proficiency in MS Office, particularly Excel, PowerPoint, and Word.

Responsibilities

  • Lead and coordinate cross-functional teams to design and implement investment solutions for new business and changes
  • Execute on project plans and onboarding checklists to ensure timely deliverables
  • Manage and resolve issues efficiently, escalating when necessary
  • Enhance operational models to improve scalability and mitigate risks
  • Collaborate with external stakeholders for successful initiative delivery
  • Communicate initiative status to client-facing stakeholders effectively
  • Oversee New Business Initiative Approval processes to ensure scalable models.

Benefits

  • Collaboration with key stakeholders across departments
  • Engagement with a global network of investment professionals
  • Opportunities for professional growth within a leading asset management organization
  • Hands-on experience with complex investment solutions and client service dynamics
  • Access to industry-leading resources and expertise.
Full Job Description
Job Description

As a Client Onboarding Management associate, you will partner with key cross-functional stakeholders to lead the implementation of key deliverables to support the on-boarding of investment solutions for Institutional clients or within Fund/ETF vehicles (non-US domiciled) on the US platform. The role requires interaction across internal global partners (ie. product teams, operations, client service) as well as external client service providers (ie. Custodians, record keepers). In addition to on-boardings, the role will be responsible for leading the implementation of client/fund lifecycle changes (ie. liquidations, investment strategy changes, etc.) impacting the existing account set up or operating model.

Job Responsibilities
  • Lead and influence cross-functional teams across Institutional Client Service, Product teams, Operations, Product Development, Global Trade Agreements Group, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models
  • Implement against established project plans, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables
  • Issue resolution - undertake effective issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate
  • Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk
  • Liaise with external parties, as appropriate, for successful delivery of the initiative. Key contact points may include client-appointed consultants, custodians, transfer agents, record keepers, outsourced service providers, and transition managers/asset managers
  • Ensure effective and timely communication of initiative status, particularly with client-facing stakeholders to keep them abreast of key developments
  • Lead New Business Initiative Approval (NBIA) initiatives and obtain required Committee sign-offs to ensure new operating models can be effectively support by the business in a controlled and scalable manner

Preferred Qualifications:
  • 3+ years financial services (preferably Asset Management) experience in analyzing and delivering against complex business strategies
  • Prior experience in Client Service, Operations, or Business Management a plus
  • Strong product knowledge and understanding of vehicle types including separate accounts, mutual funds, ETFs, and commingled pension trust funds
  • Knowledge of complex instruments including derivatives and alternatives a plus
  • Understanding of Institutional operating platforms including experience interfacing with Client service providers such as custodians, transfer agents, and record keepers a plus
  • Solid critical thinking, analytical, and quantitative skills
  • Strong interpersonal and communication skills
  • Disciplined project management, organization, and execution skills
  • Highly collaborative - history of delivering results through organizational partnership with cross-functional teams
  • Demonstrated proficiency in MS Office (Excel, PowerPoint, Word)


About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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