The Fund Servicing - Team Leader will manages all stages of the product lifecycle, including broker matching, custodial network management, lifecycle events such as corporate actions, timely trade and cash settlement, claims and overdraft management, client and regulatory reporting, and contributing to the production of our Investment Book of Record.

Job Summary

As a Fund Servicing Team Leader within the Global/Regional IBOR team, you will be responsible for managing all stages of the product lifecycle. This includes broker matching, custodial network management, lifecycle events such as corporate actions, timely trade and cash settlement, claims and overdraft management, client and regulatory reporting, and contributing to the production of our Investment Book of Record. You will serve as the primary point of contact and subject matter expert for clients' operational oversight teams, coordinating the global distributed operating model. This role provides an opportunity to build strong relationships with internal partners and clients, and to contribute to the enhancement of service levels and efficiency for J.P. Morgan and the client.

Job Responsibilities

Serve as a point of contact within the Global/Regional IBOR team for internal partners to build strong relationships and support key interactions for premier service delivery. Participate in performance review meetings with the Internal Client Ops Team as required. Oversee and manage the various components of daily operational activities essential for constructing and delivering client reporting (IBOR). Act as a communication source for escalating issues, providing service updates, and sharing progress updates with clients and internal partners. Seek opportunities and take ownership of initiatives to enhance service levels and efficiency for J.P. Morgan and the client. Assist seniors in maintaining robust standard operating procedures (SOPs), policies, and guidelines to meet corporate risk and control standards. Support managers in maintaining audit readiness and contribute to achieving satisfactory ratings in internal and external audits. Provide support, guidance, and training to team members as needed. Support team management by appropriately escalating issues, service updates, and progress updates for clients. Identify process inefficiencies and support automation initiatives led by senior management, including scripting automation tools, performing testing, and preparing SOP/BRD and change management before solutions go live. Take ownership of or actively participate in key projects or tasks to ensure the continued alignment with the IMOS global strategy.

 

Required Qualifications, capabilities and skills

Minimum 3 years of experience in the securities market/financial services Proven ability to coordinate with teams across multiple locations. Working knowledge of OTC instruments, exchange-traded derivatives, fixed income securities, equity products, and other financial instruments. Established track record of meeting deadlines with accountability and responsibility for independent workload. Experience in Investment Operations, including trades, cash, and reconciliations. Proficient in reconciliations and transaction lifecycle management. Experience in workflow and vendor management for end-client reporting.

Preferred Qualifications

Demonstrate expertise in process, risk, and control within Investment Operations, including change management (preferably in Middle Office).