Join JPMorgan's Portfolio Administration Team and play a pivotal role in ensuring client satisfaction and operational excellence. Be part of a team that values precision, collaboration, and innovation.
As a Portfolio Administration Team Lead, you will work closely with a team of analysts to provide oversight and leadership for the delivery of PA services to clients. You will ensure that client needs and expectations are consistently met or exceeded, while maintaining strong controls and driving continuous improvement.
Job responsibilities:
- Work closely with a team of analysts within PERES Portfolio Administration Team to provide oversight and leadership for the delivery of PA services to clients.
- Review client reporting, such as daily/monthly/quarterly client reports; internal and external.
- Perform completeness reviews in a quality assurance capacity; ensure business is 'Always Audit Ready'.
- Drive client (internal and external) meetings pertaining to client initiatives, usually via conference call, to ensure needs and expectations are consistently met or exceeded; ensure resolution of follow-up items.
- Ensure JPMorgan's established processes and procedures are followed with the proper controls.
- Look to modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk.
- Partner within the Transformation and Cash Oversight/Cash Processing departments and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies.
- Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items.
- Provide oversight on business metrics and key performance indicators for presentation to senior management.
- Serve as the contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately.
- Act as owner on client relationships.
- Drive client meetings and quarterly service reviews.
- Build relationships and interface with other business groups across JPMorgan.
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Required qualifications, capabilities, and skills:
- Dedicated to superior service and able to remain poised under pressure.
- Team player, professional and proactive approach to work, positive attitude.
- Very strong communication skills both oral and written.
- Excellent interpersonal skills.
- Strong organizational skills with a drive for impeccable quality.
- Ability to work with a high level of precision in a fast-paced, deadline-driven environment.
- Ability to collaborate and solve problems that involve multiple stakeholders.
- Ability to work independently with strong follow-through.
Preferred qualifications, capabilities, and skills:
- Bachelor's degree required (business discipline preferred).
- Minimum 3-5 years' experience in the Financial Services industry, prior experience in alternative assets is a must.
- Extensive working knowledge of Microsoft Office products including Word, Outlook, and advanced skills in Excel (vlookups, pivot table, etc.).
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.