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Asset Management - Relationship Manager and TA Oversight and Control Representative - Professional/Associate (Based in Luxembourg)

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.

 

Overall purpose of the position
The TA Service Delivery team (SD) oversees the delivery of the delegated services and manages the relationship with the appointed TPAs. In that context, the team is responsible to act as escalation point for service-related issues in general as well as first point of contact for both the TPA and internal AM teams. Ensuring that clients/shareholders experience an outstanding service for any delegated TA activity, across all TA vendors, is the main objective.


Key responsibilities
• Relationship management
o Build/maintain sound relationships with all TPAs to drive our client/change agenda
o Work in partnership with different stakeholders while focusing on our business strategy
o Identify opportunities for service improvement and drive them until implementation
• Vendor oversight
o Ensure delegated services are delivered in accordance with agreed standards
o Escalate trends/performance issues
o Reflect issues and errors in KPIs
o Contribute to service review meetings and monthly management reporting
o Propose and implement KPI/SLD changes as required
• Change management
o Coordination and prioritization of TA related projects while working in partnership with internal stakeholders
o Coordination of regulatory requirements/change with TPA and internal parties
o Understand TPA change agenda and how this impacts our business
• Control and quality management
o Build/maintain a robust and efficient oversight model across different TPAs, principally oriented at regulatory aspects and our business change agenda
o Quality assurance controls, i.e. check activities the vendor carried out
o Support trade restriction controls, e.g. below minima/share class eligibility/soft-closed
o Align controls to changing requirements, e.g. prospectus/product changes
o Support procedure reviews
• Communication/support
o Act as escalation point for internal stakeholders as well as TPAs
o Resolution of escalated queries and issues, ensure in-time/appropriate escalation upwards and resolution
o Be the approachable expert in regards the TA operating model and TPA systems
o Act as an advisor for TA best practices
o Ensure good communication within the team to keep everybody up to date
o Identify and escalate issues to management without delay
• Represent JPMAME within TA forums/user groups
• Team
o Work as one team, be an excellent team player
o Support and cover for team colleagues during periods of extensive volumes, holiday and cross training
o Actively seek to understand day to day activities
o Support the cash projection process incl. fund manager contact
o Support different daily controls 



 

 

• Excellent communication skills (written and spoken English, additional languages preferred)
• Ability to easily build strong relationships internally/externally
• Ability to multitask, be stress resistant, remain calm and flexible under pressure
• Strong organizational skills
• Confidence in dealing with senior members of the organization
• Leadership and change management skills
• Demonstrate responsibility, dependability and strong team spirit
• Work independently
• Focus on results, thinks conceptually and strategically, negotiation skills
• Strong analytical skills, advanced Excel level, ability to link data
• Positive attitude to compliance and controls, show strong accuracy and attention to detail
• Risk/control awareness
• Problem solving skills and change management ability

Experience
• TA experience
• Strong product understanding is essential
• Experience in TA control/monitoring team advantageous
• Relationship management experience advantageous
• Good network outside JPMC advantageous


 

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 #: 160035531
Location: Senningerberg, L LU
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: Euro (EUR)

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