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Asset Managament - Product Delivery Group - Product Delivery Specialist - Associate (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 $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of December 31, 2015) 

 

Global Business Principle

 

Throughout our long and distinguished history, we have been steadfastly committed to putting our clients' interests first. 

 

This fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies to generate excess returns and provide world-class client solutions. 

 

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

  • Nearly 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 Business Function  

 

The UK Product Delivery team is responsible for the on-boarding (and managing other initiatives, including asset transition) impacting Institutional Clients and JPMorgan Funds, primarily in EMEA but also globally.  The Team consists of Product Delivery Managers, Analysts, Project Managers and the Client Information Group. The purpose of the team is to provide a dedicated and professional Operations product solution and delivery on to our operating platforms. The team interface directly with senior representatives from Product Development, Investment Desks, Client Account Managers, Overseas Offices, Third Party Vendors, Risk and Control functions.

 

 

 

The Role 

 

Product Delivery Specialist

 

As a Product Delivery Specialist you will be responsible for providing a dedicated and professional Onboarding analysis and implementation function for the business. Working closely with the Product Delivery Managers and other Analysts, you will be tasked with supporting the design and implementation of operational models and solutions for new business opportunities and mandatory requirements through regulatory change.  This is a key role with daily interaction to representatives from the Equity, Fixed Income, GMAG & Currency Investment Desks, Product Development Groups (globally), Global Trading Agreement Group and Operations Team Managers and their appointed Subject Matter Expert’s (SME).

 


 

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 any other related onboarding 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)

  • Maintain and update functional procedures, plans and checklists

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

  • In specie activity planning preparation, coordination, ownership and distribution

  • Complete account closure processes and track status

  • Sub Fund transfer request coordination

  • Custody Account Changes

  • Weekly meetings/conference calls with all key stakeholders  involved in onboarding 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 

 

Key Internal Relationships 

 

  • Product DeliveryManager

  • Client Information Group

  • Client Account Managers

  • Product Development Managers

  • Funds Delivery and Control Managers

  • Investment Desks (including Client Portfolio Managers)  

  • Operational workstreams (including Middle Office functions)

  • Global Trading Agreement Group

  • Technology

  • Risk Teams

  • Compliance Teams

  • JPMorgan Asset Management International offices 

 

Key External Relationships 

 

  • JPMorgan IOS

  • JPMorgan CIB – Fund Accounting, Custody, Valuations, Collateral, Liquidity, Global Derivatives Services

  • Client appointed Custodians

  • Transfer Agents

  • Incumbent/receiving Transition Managers/Asset Managers

  • Client consultants

  • Prime Brokers

 

 

 

 


 

 

Personal Profile

  • Ability to influence change

  • Excellent communication skills at all levels

  • Methodical and self-disciplined

  • Excellent team participant

  • Demonstrate Risk awareness and escalation

  • Awareness of Regulatory change and impact to business

  • Excellent coordination and time management 

  • Flexible approach

  • Attention to detail

  • Willingness to take on additional tasks as required

PLEASE NOTE: ALL INTERNAL MOVES WILL NORMALLY TAKE PLACE ON THE SAME GRADE AND SAME SALARY. SALARIES ARE REVIEWED ANUALLY IN FEBRUARY. EXCEPTIONS TO THE RULE REGARDING TRANSFER ON CURRENT SALARY MAY INCLUDE A MOVE BETWEEN GEOGRAPHIC LOCATIONS.

 

 

 

 

 

Req #: 160040898
Location: London, ENG GB
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: Pound Sterling (GBP)

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