Vice President - Fund Servicing Manager

JPMorgan Chase & Co.Boston, MA

About The Position

As an Investment Book of Record (IBOR) Vice President in the Investment Middle Office Services (IMOS) team, you will be responsible for providing a premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, you will liaise with our clients, and / or any associated financial organizations as required, to ensure any issues are resolved to the client’s satisfaction.

Requirements

  • Experienced with Reconciliations and transaction lifecycle management
  • Demonstrated leadership experience across process, risk and control within Investment Operations including managing change.
  • Excellent client facing skills & communication style, comfortable dealing with key clients
  • Proven ability to lead teams across multiple locations
  • Extensive understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments
  • Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
  • Experience of Investment Operations (Trades, Cash and Reconciliations)
  • Experience of Reconciliations and transaction lifecycle management
  • Excellent problem solving skills to identify, understand and address operational and technical issues
  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

Nice To Haves

  • Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
  • Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions for complex situations.
  • Focused on continuous improvement, identifying opportunities for process enhancements, and implementing changes to improve client experiences.
  • Ability to apply cultural intelligence to engage effectively with diverse clients and utilize data and tech literacy for innovative solutions.
  • Experience in mentoring team members and leading projects to achieve client and business goals.
  • Demonstrated leadership experience across process, risk and control within Investment Operations preferably, but not necessarily, Middle Office

Responsibilities

  • Play a lead role within the Global/Regional IBOR team and act as the client facing point of escalation
  • Participate, represent and implement on the continued IMOS global strategy as required.
  • Oversee large components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
  • Manage day to day of the team, including work allocation and capacity management, talent management as required
  • Build solid relationships with Client teams including Front Office, Performance & Risk, and Compliance teams
  • Work with management of global IBOR teams to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
  • Partner with Relationship Management and help lead client service and due diligence meetings
  • Influence and build strong relationships across multiple levels of the organization
  • Be effective in working cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements.
  • Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes.

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
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