JPMorgan Chase & Co
Asset Management - Managed Account Middle Office Team Leader Req #: 190017706
Location: Mumbai, MH, IN
Job Category: Asset Management
J.P.Morgan Asset Management is one of the largest asset and wealth managers in the world, with assets under management of $2.1 trillion (as of 30 Sep 2018). J.P. Morgans investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.
J.P.Morgan provides its investment services via several distribution channels, including acting as investment adviser for SMA Programs offered through financial intermediaries. Overseeing client assets of $18 billion,
the Managed Accounts Group manages the relationships with these financial intermediaries and designs investment strategies for clients in their Programs.
The Middle Office Operations Group supports this business, performing these primary functions: (a) delivering model portfolios to sponsoring intermediaries for non-discretionary strategies, (b) implementing portfolio trades for discretionary strategies, (c) ensuring the accuracy of investment data used within the portfolio implementation applications, and (d) overseeing the broader Operations team in their support of the Managed Accounts Groups strategies and portfolios. While the Middle Office Operations Group resides within the Operations organization, it is tightly integrated with the Front Office Portfolio Managers and Product Specialists.
J.P.Morgans Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firms operations regionally and globally. Our employees in these GSCs provide comprehensive strategic support across technology and business operations to all of J.P.Morgans lines of business and corporate functions. They are integrated within our businesses, and are a critical part of our operations.
The incumbent is responsible for providing ongoing operational support to The Business by performing such tasks as:
Overseeing the data environment and system readiness of Middle Office systems
Ensuring data integrity of these systems by performing ongoing data validation tests
Opening new accounts in the systems
Reconciling positions, transactions, and indicative data across systems
Entering clients portfolio requests into a workflow tool
Running, preparing, and distributing MIS Reports of business and operational data
Maintaining client and security static data within the systems
Maintaining user configurations and entitlements within the systems
Partnering with the Front Office, Operations, and Technology teams to resolve issues
Managing deliverables while servicing all ad hoc queries and requests.
The role requires attention to detail, an awareness of the risks involved and an ability to work under pressure and strict adherence to deadlines.
Successful candidates will have these skills and qualifications:
Strong academic background with a minimum of 4-6 years relevant industry experience
Excellent interpersonal, and written and oral communication skills
Fluent in English, both written and oral
Excellent analytical, problem solving, and trouble-shooting skills
Ability to produce and interpret results from internal clients, especially the ability to foresee issues and prevent their occurrence
Excellent time management skills
Excellent attention to detail
Ability to work independently and to proactively seek guidance from others when needed
Strong team player and ability to build strong relationships globally
Adaptable to a changing environment
Ability to manage multiple concurrent initiatives effectively and efficiently
Ability to navigate a complex organization involving numerous groups and individuals
Proficiency with Microsoft products Excel, Word, PowerPoint
Knowledge of investment products
Highly organized and able to work to tight deadlines
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