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Investment Operations Specialist

2 months ago


Edinburgh, Edinburgh, United Kingdom JP Morgan Chase Bank, National Association Full time
About the Role

We are seeking a highly skilled and experienced professional to join our Investment Middle Office Services team as a Client Service Associate. This is an exciting opportunity to work with a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals, and institutional investors.

Key Responsibilities
  • Provide premier service delivery and ensure the accurate and timely delivery of the Investment Book of Record (IBOR) to our end clients.
  • Build strong relationships with clients and internal partners to support key interactions and continued premier service delivery.
  • Participate and lead, where required, in client service reviews and other client meetings.
  • Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR).
  • Communicate effectively with clients and internal partners to escalate issues, provide service updates, and progress updates.
  • Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the Client.
  • Maintain robust standard operating policies (SOPs), procedures, and guidelines to meet corporate risk and control standards and principles.
  • Take ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required.
  • Build solid and interactive internal relationships with our global operations partners, client service, and other products, including Front Office, Performance & Risk, and Compliance teams.
  • Work with management to achieve 100% timeliness and accuracy and seamless integration in a 'follow the sun' model.
  • Take ownership and have oversight, where necessary, of Reconciliations and transaction lifecycle management.
Requirements
  • Demonstrated leadership experience across process, risk, and control within Investment Operations, including managing change.
  • Excellent client-facing skills and 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.
Preferred Qualifications
  • Ability to communicate effectively across multiple levels of the organization.
  • Ability to work cross-functionally with technology, service, product, and other operations teams to manage the entire IBOR service delivery.
  • Ability to be flexible, follow, and meet tight deadlines, organize, and prioritize work, and meet the clients' expectations.
  • Self-starter with the ability to learn quickly.