Vice President - Investment Middle Office Services (Bank Loans)

Investment Middle Office Services Bank Loans Vice President

Join a global leader in financial services, where your expertise drives operational excellence and client satisfaction. At JPMorgan Chase, we value leadership, innovation, and integrity, fostering a diverse and inclusive workplace. Discover rewarding opportunities in our Investment Middle Office, supporting clients across a range of products and lifecycle stages.

Job Summary:
As a Trade Operations Lead in the Investment Middle Office Service (IMOS) team, you manage post-trade operations for Bank Loans, ensuring accuracy and timeliness. You oversee daily activities, drive process improvements, and resolve exceptions within service level agreements. Your role provides a comprehensive view of the trade lifecycle and supports strategic business growth.

Job Responsibilities:

• Lead and represent the Trade Operations team, acting as the escalation point for clients.
• Oversee daily operational activities, ensuring timeliness and accuracy.
• Manage team performance, work allocation, and talent development.
• Build strong relationships with internal and external stakeholders.
• Capture and process trade instructions, facilitating end-to-end execution.
• Perform reconciliations and resolve exceptions with root cause analysis.
• Collaborate with Technology, Service, Product, and Operations teams.
• Coordinate exception resolution with brokers, custodians, and client teams.
• Support new business initiatives and client expansion opportunities.
• Drive projects related to digital solutions and system enhancements.
• Ensure compliance with market rules and regulatory requirements.

Required Qualifications, Capabilities, and Skills:

• Demonstrate leadership experience in Investment or Securities Operations.
• Exhibit excellent client-facing and communication skills.
• Possess deep understanding of Bank Loans lifecycle and related products.
• Deliver results by managing deadlines and independent workload.
• Apply expertise in trades, cash, and reconciliations.
• Manage transaction lifecycle and reconciliation processes effectively.
• Solve complex operational and technical issues.

Preferred Qualifications, Capabilities, and Skills:

• Initiate tasks independently as a self-starter.
• Learn quickly and adapt to new challenges.
• Hold a Bachelor’s Degree or equivalent qualification.
• Possess CA or MBA (Finance) credentials.
• Demonstrate experience with OTC, ETD, Fixed Income, or Equity products.
• Drive process improvements and digital transformation projects.
• Foster a culture of diversity and inclusion.

JPMorganChase, 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 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.

Experience Level

Executive Level