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Investor Services – Product Management – Vice President

Req #: 170072719
Location: Boston, MA, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
Investor Services – Product Management – Vice President
About J.P. Morgan Chase & Co.
J.P. Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.1 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, J.P. Morgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about J.P. Morgan Chase & Co. is available at

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. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

J.P. Morgan Investor Services combines Financing & Prime Brokerage, Custody & Fund Services, and Clearing, Collateral Management and Execution under a common umbrella. These businesses occupy top-tier competitive positions; the combination provides an expanded, integrated and best-in-class suite of end-to end capabilities. Investor Services employs more than 14,000 people around the world and generates more than $6 Billion in annual revenue.

To assist our hubs and lines of business owners in designing their respective operating models to ensure the proper control environment for new accounting functionality, as well as client specific procedures, are included and implemented by the teams.  The individual will work closely with the client at the start of planning to understand client specific requirements. This individual needs to have a strong understanding of accounting operations and downstream impacts of processes within accounting applications.
Job Responsibilities
  • Coordinate hub engagement to ensure all onshore/offshore teams are implementing their standard operating procedures and control environment separate from the client specific requirements
  • Document client specific requirements and work with all teams to test and implement prior to go live of process/conversion
  • Coordinate access & entitlements ahead of conversion dates – EEA & EDA team responsible for full task, this aspect is merely assisting teams to initiate the IBIDs and holding them accountable
  • Identify WINS functionality issues through daily processing, and work through solutions with FIS/WINS Prod Support
  • Design a Newton workflow and test additional functionality (i.e. dependencies) required for the overall ops model  
  • Coordination and engagement of Fin Rep, Tax, Boston ACG (audit), Custody. Help to define the end state for alternate views (FR & Tax), engage the appropriate owners of each view to be involved from the starting point of the conversion
  • Manage a team throughout all POCs, Schedule and lead meetings with various teams, document accomplishments and track items to completion
  • Minimum of 7-10 years in the financial services industry
  • Bachelor degree required, degree preference is Finance, Accounting or Economics, CPA and/or MBA preferred
  • Strong technical understanding of the investment company industry
  • Professional and proactive approach to work, problem solver
  • Leadership & Motivation; the ability to manage change and deliver results
  • Strong communication skills both oral and written; excellent interpersonal skills
  • Advanced analytical skills & strong client service orientation
  • Strong organizational skills, concerns for quality & accuracy and working to strict deadlines
  • Ability to manage a high performing team
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