JPMorgan Middle Office Operations - Investment Book Record Associate 

Australia, New South Wales, Sydney 

105067511

As an Investment Book of Record (IBOR) Associate in the Investment Middle Office Services (IMOS) team, you will be responsible for providing a premier service delivery and ensure the accurate and timely delivery of the IBOR to our end clients. Additionally, you will liaise with our clients, and/or any associated financial organisations as required, to ensure any issues are resolved to the client’s satisfaction.

Job responsibilities

• Act as a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
• Participate and lead, where required, in client service reviews and other client meetings
• Own and/or have oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
• Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
• Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
• Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
• Own and/or actively participate in key projects or tasks to ensure the continued IMOS global strategy is maintained as required.
• Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
• Work with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
• Work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery

Required qualifications, capabilities and skills

• Excellent client facing skills & communication style, comfortable dealing with key clients
• Effective excel skills with experience in Visual Basic for Application (VBA) or similar.
• Understanding of investment Operations, Trade Services, IBOR, reconciliations or similar operations teams.
• Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
• Excellent problem solving skills to identify, understand and address operational and technical issues
• Effective communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
• Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations

Preferred qualifications, capabilities and skills

• Self-starter with ability to learn quickly