CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
CIB Operations - Securities Services - Custody Middle Office Associate - Hong Kong
September 7, 2019
J.P.Morgan is a leader in financial services, offering innovative and intelligentsolutions to clients in more than 100 countries with one of the mostcomprehensive global product platforms available. We have been helping ourclients to do business and manage their wealth for more than 200 years and wekeep their interests foremost in our minds at all times. This combination ofproduct strength, intellectual capital and character sets us apart as anindustry leader. J.P. Morgan is part of J.P. Morgan Chase & Co. (NYSE:JPM), a global financial services firm.
J.P.Morgan Custody provides Institutional investors access to markets worldwide forthe settlement, safekeeping and asset servicing of securities, along withancillary services such as Foreign Exchange and Liquidity Solutions. Thisproduct suite, along with our Markets business, helps us service our coreclient segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/BrokerDealers and Hedge Funds and Alternatives. We are committed to delivering investorsolutions that help clients protect their portfolios, optimize their efficiencyand maximize opportunities in diverse global markets.
Custody MiddleOffice, Securities Services
CustodyMiddle Office team is a client facing operations team that serves as the firstpoint of contact for all post trade activities for the Global Custody business.
Theteam's core responsibilities are to deliver superior client experience for ourCustody clients; remediating client queries with a commitment to execute withoperational excellence.
Theteam work in partnership with clients, ensuring agreed service levels are metand future needs understood. Our mission is to provide a world-class serviceexperience at every client touch point and achieve quality leadership in theindustry through measureable and proven service performance.
Theteam is responsible for the monitoring, reporting and advocating continuousimprovement of the service delivery relationship between JPM and the client byleveraging various systems and tools to monitor and analyze client issuesacross the organization. Youwill help the business identify client trends and streamline operationalworkflows through the use of financial technology tools and data analyticssoftware.
Internally,the Custody Middle Office team works in close partnership with the ClientService Account Managers (CSAMs) who own complex items such as Service DeliveryIssues (SDIs) and/or Service Requests (SRs). You will work with, and managethrough, other operational areas both locally and globally to ensure provisionof timely and efficient level of issues resolution.
Externally,the Custody Middle Office team fosters a close relationship with our clients inorder to understand their requirements and expectations and proactivelyidentify optimization opportunities. You will also meet with clients by attendingclient service review meetings and service calls with CSAMs on a regular basis. Main responsibilities:
Fullaccountability for the E2E query resolution raised by clients. These querieswill include, but not be limited to Settlements and Corporate Actions, Tax andIncome. This will involve detailed discussions/handholding with operations onprocesses and actions to be taken therein.
Buildingrelationships with clients to understand client behavior and requirements.
Involvementin analyzing client transactional data in order to identify client trends andbehaviors, identifying key operational risk and control metrics, andcontributing to the presentation of operational data metrics to the Custodybusiness stakeholders as well as external client interactions.
Driveresolution and management of client queries, leveraging internal teams globallyand regionally as appropriate.
IdentifyService Requests and Service Delivery Issues for CSAMs to address; as well asany daily activities that may impact client satisfaction.
Daily contactwith clients by email and phone calls. Attend client meetings and calls withCSAMs
Monitoringand resolution of risk indicators to ensure that both J.P. Morgan and theclient are aware of any issues that may have an adverse financial orreputational impact.
Education and experience
Minimum 3+ years experience in Trade Management/Cash/Asset Servicing at a Custodian or Prime Broker with a focus on client service & operations.
Strong focus in client service management, communication and delivery
Ability to work closely with business partners and interact with all staff levels
Ability to be flexible, follow tight deadlines, organize and prioritize work
Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls
Ability to manage through a changing business landscape
Candidate must have a control focused agenda, and a thorough understanding of program/project risk
Anticipate issues and aggressively drive initiatives to ensure results
Self-starter and ability to learn quickly
People and Communication
As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent J.P. Morgan in front of clients. Strong oral and written communication and presentation skills are required.
Proactive in identifying and escalating issues
Fluency in English. Mandarin would be a plus.
Business and Subject Matter Knowledge
Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody and/or
Extensive knowledge of financial markets and instruments, both domestic and global is an advantage
Comprehensive understanding of Global market
Internal Number: 6478031
eFinancialCareers is a career site specializing in financial services.