CIB Securities Services - Asset Manager Platform - Client Service Manager (Associate/VP)

Last updated an hour ago
Location:Greater London
Job Type:Full Time

J.P. Morgan’s Corporate and Investment Bank is a global leader across banking, markets, securities services and wholesale payments.Corporation, governments and institutions throughout the world entrust us with their business in more than 100 countries.Securities Services has one of the worlds leading Custody and Fund Services Platforms.We offer global clients a broad array of market leading and fully customizable services across custody, clearing, administration, middle office outsourcing and the investment lifecycle.Core client segments are Asset Managers, Asset Owners, Insurance, Banks, Broker Dealers, Hedge Funds and Alternatives.

About Asset Manager Platform (AMP):

The Asset Manager Platform is a strategic initiative to deliver a suite of solutions across the investment lifecycle and to provide clients with access to the best-in-class products and services from J.P. Morgan and trusted partners for Data, Analytics, Risk, and Post Trade, through an open platform. Clients benefit from the ability to choose products between J.P. Morgan and 3rd party providers with a single integration point for their data. The Asset Manager Platform proudly hosts a number of J.P. Morgan flagship products including Data Query and Bond Screener, as well as newly developed solutions such as Risk as a Service. The platform targets buy-side institutions, including Asset Managers, Asset Owners, Hedge Funds, and others in the investment management space who are seeking a streamlined solution to generate alpha in the face of margin compression and increased competition from passive-investing.

About Analytics Solutions:

Analytics Solutions delivers to Asset Managers and Asset Owners portfolio, instrument and trading analytics across the investment lifecycle, providing seamless access to best-in-class products from J.P. Morgan and trusted partners, integrated end-to-end.

Role Overview

The Client Service Representative will provide day to day support to Institutional Investment Managers using the Analytics Products and Solutions.The CSR has the overall accountability for ensuring the client’s global service requirements are achieved as such act as the primary contact and advisor for clients on all service-related matters.The CSR will be required to understand and interpret data provided in performance, risk and analytical reporting.The CSR will need to understand the client’s portfolio(s). The CSR will need to be well versed in J.P. Morgan proprietary products along with 3rd Party Products offered via the platform.The CSR will understand what urgency means to your client and take pride in being customer service driven.The CSR will be required to build strong relationships with the Analytics Solutions Product and Technology Teams, the AMP team and the broader Securities Services organization.

Job Duties and Responsibilities

§Represent Asset Manager Platform capabilities including but not limited to Analytics Solutions to current clients

§Actively monitor service delivery for the application to clients

§Client escalation point and responsible for resolution of all inquiries (Functional, Quantitative and Data) regardless of where generated

§Coordinate activities with partner teams, including but not limited to J.P. Morgan or 3rd party partners to manage client queries

§Identify and promote service improvement, efficiencies and opportunities, internally and externally (i.e. tools and trends)

§Coordinate and strategically structure client communications including but not limited to service and account reviews

§Drive change management requests

§Partner with Product team to help automate/streamline processes which enhance client experience and build scalability into the business


§BA/BS in business finance or math, MBA/CFA preferred

§Able to demonstrate experience / performance and/or risk analytics experience at an Asset Management firm, Hedge Fund, Analytics service provider or other financial market organization covering clients

§Experience working with technology change organizations

§Understanding of financial markets, asset classes and instruments, trading and operations

§Familiarity with performance attribution, risk and scenario analysis

§Understanding of portfolio management process, bond maths and fixed income/equity analytics

§Motivated self-starter who will need to take initiative and operate with a degree of autonomy

§Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients

§Analytical skills, problem solving, good critical thinking and decision-making skills based upon fact and business/industry knowledge

§Strong organizational, project management skills with an ability to multitask and work under pressure

§Strong attention to detail aptitude

§Knowledgeable in Microsoft Excel, PowerPoint and SharePoint