JPMorganChase
Investment Middle Office Services (IMOS) - Client Operations - Senior Associate
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Associate in Investment Middle Office Services (IMOS) – Client Operations
Are you passionate about delivering exceptional client service in a dynamic, fast-paced financial environment? This is your opportunity to be part of a growing, strategic product within JPMorgan Chase’s Commercial & Investment Bank, supporting some of the world’s leading Institutional Investment Management firms.
In this role, you’ll sit at the heart of post-trade operations, acting as a key partner to clients and internal teams alike. You’ll gain exposure to a wide variety of asset classes and processes, from Equities and Fixed Income to Derivatives and FX. If you thrive on building relationships, driving improvements, and making a real impact, we’d love to hear from you.
As an Associate in Investment Middle Office Services (IMOS) Client Operations, you will play a central role in managing client interactions and ensuring seamless post-trade servicing for institutional investment management clients. You’ll work closely with internal operational teams to meet client service commitments while contributing to process improvement and trend analysis initiatives. We are a collaborative, client-focused team that values precision, accountability, and continuous improvement—and we’re growing.
Job Responsibilities
- Manage all incoming and outgoing client queries across a broad range of products, including:
- Equities
- Fixed Income
- Repo
- Mutual Funds
- Derivatives
- FX
- Money Markets
- Partner with operational teams to ensure all client service level agreements (SLAs) are consistently met
- Perform daily oversight checks on key tasks and serve as an escalation point for processing hubs
- Attend and contribute to regular:
- Client meetings
- Forums
- Operational reviews
- Conduct trend analysis to identify opportunities for process improvement and enhanced controls
- Produce and deliver key client reporting requirements in line with service level expectations
- Collate management information, manage incident reporting, and support client operational review deliveries
- Build and maintain strong working relationships with:
- Internal teams
- External third parties, including brokers, custodians, transfer agents, and vendors
- Develop client relationships to understand:
- Fund structures
- Trading behaviours
- Strategies
- Support new fund and product launches
- Drive and contribute to projects aimed at enhancing and improving existing processes and systems
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Required Qualifications, Capabilities, and Skills
- Experience and product knowledge across one or more of the following:
- Equities
- Fixed Income
- Repo
- Cash Markets
- FX
- Derivatives
- Understanding of:
- Fund accounting
- Investment Book of Records (IBOR)
- Net Asset Value (NAV) generation for investment funds
- Demonstrated client service and relationship-building skills
- Proven ability to:
- Deliver against key performance indicators (KPIs)
- Meet client service level agreements
- Strong analytical and problem-solving skills with a high attention to detail
- Ability to prioritise workloads and manage competing demands in a fast-paced environment
- Self-motivated, with a proactive approach to ownership and issue resolution
- Proficiency in Microsoft Office, particularly:
- Excel
- Outlook
- PowerPoint
- Word
Preferred Qualifications, Capabilities, and Skills
- Experience working in a middle office or post-trade operations environment
- Familiarity with:
- Cash management
- Reconciliation processes
- Overdraft reporting processes
- Experience:
- Liasing with external third parties, such as brokers, custodians, or transfer agents
- Contributing to or leading process improvement initiatives
- Participating in new product or fund launches within an investment operations setting
- Ability to challenge existing processes and influence change constructively
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About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals, and institutional investors. Our "first-class business in a first-class way" approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across:
- Banking
- Markets
- Securities services
- Payments
Corporations, governments, and institutions the world over entrust us with their business in more than 100 countries. The team provides:
- Strategic advice
- Capital raising support
- Risk management
- Liquidity extension
in markets around the world.
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