Fund Servicing Manager - Transformation and Performance Optimization
Join our dynamic Performance Business Transformation team as a Product Delivery Associate where you'll play a pivotal role in transforming our client onboarding process. We are seeking a proactive individual contributor to expedite the transition of asset owner and asset manager clients from a legacy internal platform to an innovative external platform. You'll also provide insightful portfolio performance analysis to institutional clients, including investment managers and superannuation funds. This role offers a unique opportunity to collaborate with global teams and make a significant impact on our business transformation journey.
As a Product Delivery Associate within the Performance Business Transformation team, you will expedite the transition of asset owner and asset manager clients from a legacy internal platform to an innovative external platform. You will provide insightful portfolio performance analysis to institutional clients, including investment managers and superannuation funds, and collaborate with global teams to drive business success.
Job responsibilities:
- Conduct in-depth performance analysis of investment portfolios, including attribution analysis, benchmarking, and performance measurement against objectives.
- Develop and maintain performance and risk reporting frameworks, dashboards, and models to deliver timely and accurate insights to clients.
- Build and nurture strong relationships with vendors and internal management/front-line staff to ensure seamless operations.
- Collaborate with performance operations to gain insights into client behavior and tailor solutions accordingly.
- Demonstrate a comprehensive understanding of both legacy and external platform functions to drive business success.
- Work autonomously and collaboratively to verify performance/risk analytics across multiple platforms using advanced tools.
- Identify, document, and resolve production issues before and after migration to ensure smooth transitions.
- Lead the implementation of performance measurement and risk analytics systems and tools, including data validation and testing.
- Provide clear and concise client migration status updates and assist in prioritizing tasks to meet client needs.
- Present findings, outcomes, and innovative solutions at stakeholder meetings to drive informed decision-making.
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Required qualifications, capabilities and skills:
- Bachelor's degree in banking, business management, or a related field.
- Minimum 7 years of experience working with institutional clients, demonstrating a deep understanding of their needs.
- Minimum of 5 years of experience with leading performance, attribution, and analytics software platforms, such as Factset.
- Minimum 2 years of experience in performance analysis, risk analytics, or investment analytics within the financial services industry.
- Strong analytical skills with a solid understanding of investment products, asset classes, and financial markets.
- Familiarity with the systems/software development lifecycle to support technology-driven solutions.
- Proficiency with office productivity software to enhance efficiency and collaboration.
- Positive attitude and willingness to embrace challenges and continuous learning.
- Meticulous attention to detail and proven ability to solve complex problems.
Preferred qualifications, capabilities and skills:
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
Additional Information:
- Shift Schedule: will follow either EMEA or Night Shift
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion