Prime Financial Services

2 months ago

Brooklyn, New York, United States JPMorganChase Full time

Job Description
Prime Financial Services - Transition Management - Associate
Job Summary
As a Prime Financial Services - Transition Manager - Associate within the Transition Management team, you will be responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform. Your aim will be to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives and Repo Financing.
Job responsibilities:
Client Engagement: Establish and maintain relationships with primary client contacts, such as COOs and CFOs. Ensure that requirements are delivered with a sense of urgency. Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process. Show flexibility to manage a varied client base including Alternatives, Banks, Asset Managers, and Pension Funds.
Product Structuring: Translate a client strategy and structure along with their margin and financing needs to the relevant J.P. Morgan products and legal entities, working to identify and deliver business solutions to our clients. Develop and maintain a strong understanding of the PFS product suite with an expectation to consultatively work with clients from a pre and post go-live perspective.
Commercial Outlook: Understand the commercial and risk asks of a client from a new launch perspective. Work with internal partners to engage clients in a comprehensive manner looking across, to the extent possible, all products and legal agreements.
Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal partner teams. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.
Data Management: Become the primary point of contact within the team for data aggregation and reporting to stakeholders. Develop and implement processes to allow for tailored communication to partner teams and clients. Establish templates for handovers as well as commentary for broader use.
Required qualifications, capabilities, and skills:

  • At least 4+ years in a client facing role within the financial services industry
  • Understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products each may use as part of their strategies
  • Ability to build meaningful relationships with both clients and internal partner groups
  • Solutions oriented with strong project management and organizational skills; ability to prioritize, multi-task and deliver within tight and changeable timeframes
  • Confident, driven, proactive self-starter with an ability to work independently but also identify potential issues and escalate when required
  • Inquisitive and investigative, with an eagerness to embrace new challenges and opportunities for learning
  • Experience with business analytics/coding to initiate process improvements/create templates for client materials
  • Bachelor's degree or equivalent
  • FINRA Series 7 registered or to be obtained shortly after hire

About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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.

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