Full description

J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team you will have the opportunity to implement investment solutions while collaborating with stakeholders. In the role you will work across stakeholders to lead the implementation of client/fund lifecycle changes and grow your skills within the team.

Job Responsibilities

Lead end-to-end client/platform onboarding events coordinating with key stakeholders
Manage and oversee new account / client data across required systems critical to driving internal processes related to investment activities and reporting including marketing collateral
Support both the development of new and enhancement of existing operating models to enable further growth of the business, improve scalability, increase controls, and mitigate risk
Participate in external calls with Intermediary partners to articulate operational set up requirements and processes
Create and manage internal presentations to provide business or project updates
Have a strong controls mindset adhering to internal procedures to achieve process consistency
Adapt to and drive change to improve the client experience and operational efficiency

Required qualifications, capabilities, and skills

3+ years of financial services industry in the asset or wealth management spaces
Prior experience in project management, client service, and/or operations
Expertise with Excel (e.g., using pivot tables, formulas, etc.) and PowerPoint (creating slides / charts and editing presentations)
Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
Demonstrate ability to multi-task and re-prioritize daily tasks

Preferred qualifications, capabilities and skills

4 year college degree or equivalent financial service experience

Asset Management- Onboarding Specialist- Customized Managed Account Solutions

Compensation

Not disclosed

Location

New York, NY, United States

Work setup

Not specified

Seniority

Not specified

Employment

Not specified

Experience

3+ years

Full description

Job Responsibilities

Lead end-to-end client/platform onboarding events coordinating with key stakeholders
Manage and oversee new account / client data across required systems critical to driving internal processes related to investment activities and reporting including marketing collateral
Support both the development of new and enhancement of existing operating models to enable further growth of the business, improve scalability, increase controls, and mitigate risk
Participate in external calls with Intermediary partners to articulate operational set up requirements and processes
Create and manage internal presentations to provide business or project updates
Have a strong controls mindset adhering to internal procedures to achieve process consistency
Adapt to and drive change to improve the client experience and operational efficiency

Required qualifications, capabilities, and skills

3+ years of financial services industry in the asset or wealth management spaces
Prior experience in project management, client service, and/or operations
Expertise with Excel (e.g., using pivot tables, formulas, etc.) and PowerPoint (creating slides / charts and editing presentations)
Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
Demonstrate ability to multi-task and re-prioritize daily tasks

Preferred qualifications, capabilities and skills

4 year college degree or equivalent financial service experience