Apply Now    

Wealth Management - Performance Operations Team Leader

Req #: 170121127
Location: Geneva, GE, CH
Job Category: Relationship Management/Sales
Potential Referral Amount: 8500 Swiss Franc (CHF)
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset and Wealth Management, and Consumer and Community Banking. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset and Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.
A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and custody services, employing more than 800 people at both its Geneva headquarters and Zurich branch.
 
Our Team
 
The Portfolio Analysis Group (PAG) within Asset and Wealth Management comprises a number of teams responsible for investment performance measurement for both client portfolios and investment strategies including, but not limited to, rates of return, contribution, attribution, risk analytics and investment reporting. In addition the Group is responsible for the construction and maintenance of performance composites. Wealth Management PAG in Geneva provides performance analytics for client portfolios and strategies across the International Private Bank (IPB).
 
The Role
 
As a Performance Operations Manager you will be responsible for managing a team focused on ensuring the quality of client investment performance returns across IPB, as well as the production of monthly hedge fund advisory client performance reporting. You will be expected to develop a close working relationship with your Operations and Technology counterparts to identify and resolve performance data quality issues and to develop and implement process improvements to enhance the overall accuracy of investment performance measurement in IPB.
 
 
Key Responsibilities Include:
 
  • Oversight of monthly return validation processes including completion of performance outlier controls
  • Oversight of daily performance loss monitoring and reporting
  • Oversight of the production of monthly Hedge Fund Advisory client performance reporting, completion of checker and supervisory reviews and supporting team members to resolve reporting issues
  • Partner with Operations and Technology managers to ensure timely resolution of data issues and drive process improvements to enhance the quality of performance information
  • Partner with our offshore teams to ensure consistent policies and practices, adherence to expected standards of quality and ensure activities are completed in appropriate locations
  • Design and implement processes to ensure efficient and accurate collection of monthly metrics information. Present metrics to the Global Head of PAG and to oversight committees
  • Represent the department in relevant international and global initiatives
  • Ownership of inter affiliate service agreements ensuring maintenance of up to date documentation and service level agreements

Requirements:
 
The role is suited to an experienced Operations or Performance Analysis manager with a proven track record of managing a team to meet challenging production deadlines and with an exceptional focus on risk and control.
 
You must be able to:
  • Develop production plans, track issues to resolution and escalate as appropriate
  • Develop methods to track production metrics, issues, trends and capacity, and report effectively to management
  • Interact and communicate at all levels within the organization, drive change and implement process improvements
  • Understand and manage operational risks, identify gaps and enhance controls
 
 
Expected qualifications:
 
  • Bachelor or Masters Degree in Finance, Economics, Mathematics, Engineering or Science
  • Minimum 5-7 years relevant experience in a securities operations, portfolio analysis or similar role in Banking/Asset Management  
  • Excellent understanding and experience in managing operational risks
  • Excellent leadership, interpersonal, and relationship management skills
  • Superior quantitative & qualitative analytical aptitude
  • Strong attention to detail and solid organizational skills
  • Ability to problem solve and implement process improvements
  • Comfortable presenting to an audience
  • Highly committed with an ability to work under pressure
  • Strong proficiency with MS Excel, Word, PowerPoint
  • Fluent in English
  • CIPM certificate is a plus
  • GIPS compliance knowledge a plus
 
 
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.
If you would like to pursue a career with JPMorgan Chase & Co.’s Legal Department in Switzerland, please apply online providing a cover letter and CV in English.
Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.