Demo

Associate II - Investment Middle Office Services - Client Operations

JPMorganChase
Boston, MA Full Time
POSTED ON 4/28/2025
AVAILABLE BEFORE 6/26/2025
JOB DESCRIPTION


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. If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase.

As a Client Operations Associate within the Investment Middle Office team, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients. You will deal with all stages of the lifecycle for each product, from broker matching to management of the client’s custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).

Job responsibilities

  • Be a point of contact within the Global IBOR team for a client, or clients, and internal partners
  • Build strong relationships in order to support key interactions and continued premier service delivery
  • Own and/or oversee various components of the daily operational activities essential to the construction and delivery of middle office services
  • Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
  • Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
  • Participate and/or own key projects or tasks to ensure the continued IMOS global strategy is maintained as required, including new client onboarding.
  • 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 cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
  • Own and oversee the IBOR, Reconciliations and transaction lifecycle management
  • Work with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
  • Be able to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

Required qualifications, capabilities, and skills

  • Bachelor degree or prior work experience
  • Strong technical skills including accounting principles and theories
  • Understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments
  • Ability to be effective in a global operating environment and a matrix management organizations
  • Ability to build and maintain effective working relationships with clients and counterparties
  • Self-motivated with a flexible approach to working hours

Preferred qualifications, capabilities, and skills

  • Quick learner both technical knowledge and systems
  • Results orientated; ability to create and sustain a target driven environment

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.

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