Prime Financial Services - Transition Management - Analyst

JPMorgan Chase & Co. • New York, NY

8d

About The Position

Transition Management is responsible for the legal and operational structuring, end-to-end coordination, and integration of all new clients onto the Prime Financial Services (PFS) platform. The aim is to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Foreign Exchange Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives, and Repo Financing.

Requirements

• 1-3 years in a client-facing role within the financial services industry
• General understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products used in their strategies
• Ability to build meaningful relationships with 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 able to work independently and escalate issues when required
• Inquisitive and investigative, eager to embrace new challenges and learning opportunities
• Experience with business analytics tools to initiate process improvements and create templates for client materials is advantageous
• Bachelor’s degree or equivalent
• FINRA Series 7 and 63 registered or able to be obtained shortly after hire

Nice To Haves

• Experience with business analytics tools for process improvements and client materials
• Advanced degree or relevant certifications
• Strong communication and presentation skills

Responsibilities

• Participate and eventually lead onboarding deal teams to deliver the firm in an integrated and seamless way to clients during the onboarding process.
• Establish and maintain relationships with primary client contacts, such as COOs and CFOs, ensuring requirements are delivered with urgency.
• Manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.
• Translate client strategy and structure, along with margin and financing needs, to relevant J.P. Morgan products and legal entities.
• Develop and maintain a strong understanding of the PFS product suite, consulting with clients from pre- to post-go-live.
• Understand commercial and risk asks of clients from a new launch perspective, engaging clients across all products and legal agreements.
• Direct the delivery of client onboarding through go-live, building strong relationships with internal partner teams.
• Serve as initial point of escalation internally and for clients, demonstrating self-solve abilities and challenging the status quo.
• Become a point of contact for data aggregation, tailored communications, and establish procedures and templates for initiatives.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level