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Asset Management - UK Product Delivery Group - Onboarding Specialist - Professional (Based in London)

Job Description

J.P. Morgan is a global leader in asset and wealth management services. The Asset Management line of business serves institutional, ultra high net worth, high net worth and retail clients through its Global Investment Management and Global Wealth Management businesses. With client assets of $2.4 trillion and assets under management of $1.7 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2015)
Throughout its long and distinguished history, Asset Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset Management business is also guided by its strategic objective and business priorities.
Global Investment Management
J.P. Morgan Asset Management (Investment Management) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
  • Clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

The Role - Product Delivery – On-boarding Specialist

As a Product Delivery On-boarding Specialist you will be responsible for design and coordinating the implementation of on-boarding related activities for our clients and funds. Requiring a self-motivated individual, the role will need to balance the demands of the business and time to market, versus implementing change in a controlled and auditable manner.


The role exists as part of a wider product delivery team with varied requirements.  There will also be the need to support and lead additional projects and new business initiatives where demand dictates.  Examples include on-boarding investment accounts, new operating model design, account structure changes and any necessary coordination requirements for liquidations, closures and end service provider changes (i.e. Custodian changes).


Key Responsibilities 

  • To provide operational and transitional support/coordination services for new business initiatives as proposed by Product Developers, Client Account Managers and Investment Desks

  • Produce relevant initiative documents, including but not exclusive to: on-boarding checklists, account opening data, product specifications, project plans and any other related on-boarding documents as required.

  • Issue resolution – undertake effective issue management practice, look to resolve initiative delivery issues and escalate to the Product Delivery Manager as appropriate

  • Co-ordinate and deliver relevant operational tasks and functions required for successful delivery of the initiative

  • Effective communication and regular reporting to the Product Delivery Manager

  • Wishlist coordination and distribution – Pre-trade compliance checks, and interaction with internal investment teams and external teams (e.g. Third party Transition Managers as appointed by Client)

  • Coordinate and chair Front Office/transition meetings, duly documented and actions followed to completion

  • Complete account closure processes and track status

  • Coordinate custody account changes

  • Weekly meetings/conference calls with all key stakeholders  involved in on-boarding activities

  • Work within a flexible manner, willingness to undertake additional ad hoc operational tasks as required for the successful delivery of an initiative

  • Liaise with external parties as appropriate for the successful delivery of the initiative, such as (list is not exclusive to) Consultants, Custodians, Transfer Agents, Outsourced service providers, Incumbent/Receiving Transition Managers/Asset managers and other external parties as required


Personal Profile

  • Works with stakeholders to clarify and articulate key requirements

  • Self-motivated and capable of working autonomously

  • Ability to influence change

  • Understand and manages to project lifecycle

  • Works with stakeholders to clarify and articulate key requirements

  • Seeks and is able to demonstrate solutions

  • Flexible, creative and feels capable to implement innovative ideas

  • Identification and ownership of issues and risks, tracking through to resolution or escalation where appropriate

  • Excellent coordination and communication skills at all levels, both written and oral

  • Self disciplined, maintaining project standards

  • Confidence to challenge, and be challenged, whilst retaining a positive ‘can-do’ outlook


Req #: 160038417
Location: London, ENG GB
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: Pound Sterling (GBP)

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