Custody Transitions EMEA VP

工作内容

Organization Description

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

Employer Description

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. 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.

Job Description

The Custody Transitions Team is part of CIB Operations - Securities Services and is responsible for supporting Global Custody clients on all transition related activity.

As a Client Transition Manager, you will work directly with Custody clients, their fund managers and other stakeholders to oversee the analysis, management and execution of client asset transfers, namely:-

• On-boarding of New Business
• Incremental transitions and restructures of existing client portfolios
• Client exits
  

You will lead and develop the regional team, define and document transition strategy as well as obtaining owner/stakeholder agreement and sign off.

Key Responsibilities

• Lead and develop the regional team, defining strategy and identifying opportunities to improve existing processes
• Coordinate with external parties (Investment Managers, Custodians, Trustee’s, Auditors etc)
• Perform detailed portfolio/market/asset analysis, account structure and static data checks to minimize both client and operational risk.
• Identify problem assets, positions in liquidation etc. define action plans to manage/remove
• Minimize impact to fund management/trading through identification of transition complexities
• Arrange execution of Stock/Cash transfers in line with agreed strategy and ensuring timely settlement of trades.
• Partner with implementations, client service, various middle office teams and other product areas to ensure clear definition of roles & responsibilities and conversion strategy
• Collaborate with Network and CAS on questions around market regulations and account opening requirements if required
• Provide clear and regular client communication in agreed timeframes achieving high satisfaction feedback/ratings.
• Lead/attend appropriate conference calls to define requirements, manage issues and agree ownership/timelines for completion.
• Opportunity to work on Transitions and Middle Office strategy initiatives
  

Key Skills/Competencies

• Planning and prioritization skills, ensuring key deliverables and desired outcomes met within required timeframes
• Strong communicator at all levels, pitching information appropriately to target audience.
• Control focused, aware of key risks to event, client, impacted third parties and JPMorgan
• Self-motivated, innovative, adaptable and analytical
• Industry/product knowledge of Global Custody would be advantageous
• Strong Team Player
  

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. 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.