Manager - Investment Operations and Client Reporting

Fund Servicing

 

Join JPMorgan Chase, a global leader in financial services, serving millions of clients worldwide. We value leadership, integrity, and diversity, and offer a collaborative environment where your expertise drives our success. If you’re passionate about delivering premier client service and operational excellence, explore your future with us.

 

Job Summary
As a Manager in the End Client Reporting Team within Investment Middle Office Services (IMOS), you will oversee daily operational activities and ensure the timely and accurate delivery of client reports. You will lead a team of individual contributors, set priorities, and drive process improvements in a dynamic, global environment. As a part of IMOS, you will collaborate with cross-functional teams to deliver best-in-class service and support business growth.

 

Job Responsibilities

1. Lead and manage the End Client Reporting Team, setting priorities and monitoring performance.
2. Oversee daily operational activities, ensuring timely and accurate report delivery.
3. Track, escalate, and communicate issues and updates to senior management and stakeholders.
4. Maintain and update standard operating procedures (SOPs) to meet risk and control standards.
5. Participate in global IMOS strategy and efficiency projects.
6. Build strong relationships with internal partners, client service, and product teams.
7. Collaborate cross-functionally with technology, service, and operations teams.
8. Ensure team is always audit-ready and maintain process hygiene for audits.
9. Support onboarding of new tasks and funds, including UAT testing.
10. Identify and implement opportunities for process improvement and efficiency.
11. Provide subject matter expertise and support management in decision-making.

 

Required Qualifications, Capabilities, and Skills

1. Demonstrate experience managing teams in investment operations, risk, and control.
2. Exhibit strong client-facing and communication skills.
3. Apply deep understanding of financial reporting, OTC instruments, and derivatives.
4. Deliver results under tight deadlines with accountability for independent workload.
5. Utilize experience in investment operations, trades, cash, and reconciliations.
6. Manage workflows and vendors for end client reporting.
7. Solve operational and technical issues with strong problem-solving skills.

 

Preferred Qualifications, Capabilities, and Skills

1. Display experience in Middle Office or similar investment operations roles.
2. Communicate effectively with senior business executives and stakeholders.
3. Adapt quickly to changing priorities and business needs.
4. Organize and prioritize work to meet client expectations.
5. Demonstrate self-motivation and a proactive learning attitude.
6. Collaborate with global teams in a ‘follow the sun’ model.
7. Support onboarding and integration of new business processes.

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

Senior Level