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JPMorgan Chase Client Service Analyst in Boston, Massachusetts

About J.P. Morgan

JPMorgan Chase is a leading global financial services firm dealing with clients in over 100 countries globally. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers and many of the world's most prominent corporate, institutional and government clients.

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.

Investment Middle Office Departmental Outline:

JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDs

IMOS deals with all stages of the lifecycle for each product from broker matching, management of the client's custodial network, lifecycle events including corporate 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).

The IBOR team, specifically, provides a single, accurate investment portfolio upon which to base investment activities around and is the basis for multiple, dynamic views of positions for front-office functions. IBOR is not simply a data repository supporting the investment function though, it is a processing engine capable of reflecting essentially every type of business event affecting the investment portfolio and is capable of processing these changes as they occur, no matter what their source.

Ultimately, it is the key responsibility of the IBOR team to provide premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, the IBOR service delivery team liaises with our clients, and / or any associated financial organisations as required, to ensure any issues are resolved to the client's satisfaction.

Role & Responsibilities:

The role focuses specifically on Investment Middle Office Services (IMOS) Investment Book of Record (IBOR)

  • Work as part of a either a Global/Regional IBOR investment operations team to provide continued premier service delivery

  • Contribute and provide management or other information, where required, towards internal reporting, client service review decks and other client meeting presentations

  • Timely and accurate processing across various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)

  • Process all operational activity in accordance with standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles

  • Timely escalation of issues across day to day operational activities and timely closure of such issues

  • Seek opportunities, and participate, in initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client, as required

  • Active participation in operational projects or tasks to ensure the continued IMOS global strategy is maintained as required.

  • Build interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams

  • Work with management and across your direct team to achieve 100% timeliness and accuracy and seamless integration in a 'follow the sun' model

  • Communicate effectively across multiple functions, including technology, service, product and other operations teams to manage the entire IBOR service delivery

  • Timely and accurate processing of Reconciliations and transaction lifecycle management, as required.

To be successful, you will need:

  • Previous experience across process, risk and control within Investment Operations (preferably, but not necessarily, Middle Office).

  • Excellent communication style and ability to communicate effectively as required with internal partners and clients, as required

  • Previous experience of working with teams across multiple locations (preferable but not essential)

  • An understanding of OTC instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products and other financial instruments (preferable but not essential)

  • Ability to work to agreed deadlines, with accountability and responsibility for independent workload

  • Experience/understanding of Investment Operations (Trades, Cash and Reconciliations)

  • Experience/understanding of Reconciliations and transaction lifecycle management

  • Ability to problem solve to identify, understand and address operational issues

  • Good communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders across the product

  • Ability to be flexible, follow and meet tight deadlines, organize and prioritize work

  • Self-starter with ability to learn quickly

J.P. Morgan is an equal opportunity employer and is committed to providing a working environment that embraces and values diversity and inclusion.JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans