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Investment Middle Office Services Delivery Senior Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Investment Middle Office Services Delivery Senior Associate** in London manages client relationships and data readiness for investment clients. Key responsibilities include account reference data management, successful new account setup, stakeholder coordination, and process improvement. Necessary skills involve strong communication, project management, problem-solving, and proficiency in Microsoft Office. Preferred qualifications include experience in Middle Office functions and business optimization.

Compensation
Not specified

Currency: Not specified

City
London
Country
United Kingdom

Full Job Description

Location: LONDON, United Kingdom

Discover what stakeholders value most and deliver result with confidence!
 

As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.  

The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. 

We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.  

 

Job responsibilities  

  • Manage client relationships to deliver a consistent excellent client experience 

  • Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3

    rd
    Parties and Closures  

  • Create long term value through the nurturing of client and key internal stakeholder relationships  

  • Communication Key liaison between functional teams (Client Services, Operations, Technology, Change Management  

  • Process Improvement Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model 

  • Lead client and internal calls to drive implementation deliverables and issue management 

  • Produce reporting to client and internally Toll gates, next actions and status through clear, concise, and audience specific updates 

 

Required qualifications, capabilities and skills  

  • Experience in managing projects/events to completion 

  • Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization  

  • Demonstrate excellent oral and written communication skills and a positive attitude 

  • Professional approach to escalation, prioritization and problem solving 

  • Logical analysis of complex problems to drive resolutions against daily SLAs 

  • Detail orientated and able to challenge and improve current operating practices 

  • Strong Microsoft Office skills and excellent written and oral communication skills 

 

Preferred qualifications, capabilities and skills  

  • Experience or knowledge in Middle Office functions 

  • Background of business improvement and optimisation of operating practices  

  • Demonstrated ability to work in a team environment, and ability to adapt to a changing environment 

Discover what stakeholders value most and deliver result with confidence!

Investment Middle Office Services Delivery Senior Associate

Compensation

Not specified

City: London

Country: United Kingdom

J.P. Morgan logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Investment Middle Office Services Delivery Senior Associate** in London manages client relationships and data readiness for investment clients. Key responsibilities include account reference data management, successful new account setup, stakeholder coordination, and process improvement. Necessary skills involve strong communication, project management, problem-solving, and proficiency in Microsoft Office. Preferred qualifications include experience in Middle Office functions and business optimization.

Full Job Description

Location: LONDON, United Kingdom

Discover what stakeholders value most and deliver result with confidence!
 

As an Investment Middle Office Services Delivery Senior Associate in Client Account Services (CAS) Team, you will be responsible for managing and delivering account reference data readiness for our Investment Middle Office Service clients. CAS IMOS Service Delivery team service our global and regional clients via our global footprint, coordinating end-to-end client account reference data requests, ranging from product expansion to new account launches and onboarding of new Third parties.  

The team manages external client relationships as well as partnering with key internal stakeholders within the business, operations, and technology streams to execute client business requirements. 

We continuously strive to enhance the client experience of BAU lifecycle management through straight through processing across our robust operating model and ecosystem to ensure accurate and efficient set up to market.  

 

Job responsibilities  

  • Manage client relationships to deliver a consistent excellent client experience 

  • Coordination of Client Account lifecycle events with stakeholders, manage successful new account set up -Fund launches, Seg Mandates, New 3

    rd
    Parties and Closures  

  • Create long term value through the nurturing of client and key internal stakeholder relationships  

  • Communication Key liaison between functional teams (Client Services, Operations, Technology, Change Management  

  • Process Improvement Partner with internal stakeholders to drive continuous improvement and take an active role in shaping and implementing future target operating model 

  • Lead client and internal calls to drive implementation deliverables and issue management 

  • Produce reporting to client and internally Toll gates, next actions and status through clear, concise, and audience specific updates 

 

Required qualifications, capabilities and skills  

  • Experience in managing projects/events to completion 

  • Ability to build strong, cohesive partnerships with the Client, business, operations, technology & other key stakeholders and work effectively in a matrix organization  

  • Demonstrate excellent oral and written communication skills and a positive attitude 

  • Professional approach to escalation, prioritization and problem solving 

  • Logical analysis of complex problems to drive resolutions against daily SLAs 

  • Detail orientated and able to challenge and improve current operating practices 

  • Strong Microsoft Office skills and excellent written and oral communication skills 

 

Preferred qualifications, capabilities and skills  

  • Experience or knowledge in Middle Office functions 

  • Background of business improvement and optimisation of operating practices  

  • Demonstrated ability to work in a team environment, and ability to adapt to a changing environment 

Discover what stakeholders value most and deliver result with confidence!