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**VP Fund Servicing Manager - IBOR | JPMorganChase, Boston, MA** As an **Investment Book of Record (IBOR) Vice President** in JPMorganChase's **IMOS** team, you'll lead a client service team to ensure accurate and timely IBOR delivery. You'll be the key client contact, managing escalations and building strong relationships across the organization. **Responsibilities**: - Lead regional IBOR team, manage daily operational activities, and drive client reporting (IBOR) - Partner with management to maintain 100% timeliness and accuracy in a 'follow the sun' model - Collate and analyze data, identify trends, and develop innovative solutions using market product knowledge and digital literacy - Liaise with clients, internal stakeholders, and cross-functional teams to manage service delivery and resolve issues **Required Skills and Experience**: - Proven leadership and change management experience in investment operations (IOR, cash, reconciliations) - Extensive knowledge of OTC instruments, derivatives, fixed income securities, and equity products - Excellent client-facing skills, problem-solving, and communication abilities - Experience working to tight deadlines and managing teams across multiple locations - Attested track record of working independently and demonstrating accountability

Compensation: Not specified USD
City: Boston
Country: United States

Full Job Description

Location: Boston, MA, United States

Join our team and make a significant impact on our client service teams at JPMorganChase. You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.

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 clients satisfaction

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Job 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.

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

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

Lead a client service team to deliver exceptional experiences and drive operational excellence.

Full Job Description

Location: Boston, MA, United States

.

Job 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.

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

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

Lead a client service team to deliver exceptional experiences and drive operational excellence.

Vice President - Fund Servicing Manager

Full Job Description

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