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CIB - Head of the Fund Services Wellington - Vice President

Req #: 180020288
Location: Wellington, N, NZ
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 Australian Dollar (AUD)
About J.P. Morgan Corporate & Investment Bank:
J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. It provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries.
The global businesses of the Corporate & Investment Bank is organised into two main groups: Banking and Markets & Investor Services. Banking includes Investment Banking, Corporate Banking and Treasury Services, and Markets & Investor Services includes Fixed Income, Equity Sales & Trading, Prime Services and Securities Clearing.
Department Summary:

J.P. Morgan Investor Services (IS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. IS leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world. Locally, the IS business has a strong market position, ranking first in most valuable cross border assets and second by total assets under custody.

Team Summary:

Fund Accounting and Middle Office is part of Investor Services and provides audited investment valuations, accounting and related reporting such as tax, compliance and performance to its clients, it is also responsible for the calculation and release of daily unit prices in conjunction with performance figures to clients & financial markets. Clients include large industry superannuation funds, investment management unit trusts based in Australia as well as other locations within Asia Pacific such as New Zealand.

Position Summary:

The Head of the Fund Services Wellington is responsible for the overall management of the group. The individual is responsible for all aspects of staff management and development for their respective team, client management & change, daily unit pricing delivery & monthly fund accounting reporting.

The team support a number of Superannuation Funds (unitized or a non-unitized) & managed investment schemes/unlisted unit trusts. From an operational perspective the responsibilities include strategic production management, quality control, adherence to JPM internal control standards, maintaining a robust risk management framework, liaising with external auditors. From a client management perspective the responsibilities include strategic client service, planning & approval of new services and first point of escalation for servicing issues. From a leadership perspective the individual must be a figurehead for the demonstration of all JPMorgan values and also be responsible for ensuring that all staff follow the JPMorgan values.
Qualifications & Experience Required:
  • Experience leading a Fund Administration and Unit Pricing Team, with proven staff management/leadership skills 
  • Demonstrated experience in forming, building and leveraging internal and external client relationships 
  • Excellent understanding of the custody business 
  • Current working knowledge of financial markets and instruments, both domestic and global – includes investment fundamentals and investment management/objectives
  • Proven ability to lead, influence and manage change effectively 
  • Ability to execute and follow through to completion by taking firm ownership of tasks 
  • Completion of, or currently studying towards, a relevant post graduate qualification (e.g. CA, CPA, CFA or Masters of Applied Finance) highly regarded 
  • Degree level qualification in Accounting, Mathematics, Economics or similar discipline preferred
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