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Wealth Management, Investment Product Middle Office Project Management, Vice President

Req #: 180037451
Location: New York, NY, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

 

Firm Introduction: J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Description: The IPMO Project Manager, Vice President is responsible for a variety of functions supporting our Brokerage trading businesses, and project transformation agendas. This covers multiple markets and products including Equity, Fixed Income, Foreign Exchange, and OTC Derivatives, as well as platform re-engineering efforts, inclusive of Investor Connect.
 
Responsibilities
 
  • Coordinate with different functional areas  including Technology, Front Office Product Desks, Supervisory Management, Compliance, and Settlements to implement process, system, and product changes
  • Act as middle office stakeholder for business, control, and regulatory implementation agendas
  • Provide Investor, Financial Advisor, and Client Service support to resolve ad hoc queries pertaining to order submission, order routing, order execution management

  • Coordinate with investment technology to escalate daily defect management and support of strategic trading application enhancements
  • Consistent focus on improving functional efficiency and control of daily tasks
  • Compile and assist with developing MIS data for  regular management reporting
  • Document procedures and process flows, and ensure they are kept accurate
  • Assist in developing and reviewing documented test plans, and coordination of test scenarios
  • Assist in the development of training materials

Required

  • Analytical Skills: must be highly analytical with experience using objective data to drive strategic recommendations
  • Problem Solving Skills: candidate must be able to identify, understand, and address operational and technical issues
  • Strong communication and presentation skills, both written and verbal. A key aspect of this is the ability to clearly articulate issues and influence resolution
  • Ability to multitask and to work under pressure, prioritizing duties according to risk
  • Ability to face off to demanding stakeholders, managing their expectations while developing strong working relationships with them
  • A self-motivated individual who is able to deliver with minimal supervision while working effectively as part of a team
  • Previous experience with regulatory influences (e.g. FINRA and SEC)
  • Knowledge of clearing, settlements, asset services, and transaction lifecycles
  • Bachelor degree required (Degree in Finance or Economics preferred)
  • Work Experience: 4-8 years broker dealer or wealth management experience
  • Series 99 (Series 7 / 63 a plus)
  • Strong Excel skills; VBA macros a plus
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