Investment Middle Office Departmental Outline:
The IMOS offering deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of reports sent to our client’s third parties.
Third Party Reportinginvolves the distribution of transaction activity data to IMOS Clients' authorized third parties via scheduled transaction reports or real-time Copy SWIFT messaging:
- Transaction Reporting – IMOS supports scheduled or on demand transaction/blotter reports sent to third parties.
- Copy SWIFT – IMOS supports real-time Copy SWIFT messaging to third parties where available.
Job responsibilities
- Collaborate with global teams to ensure the successful go-live of project phases, including operational readiness.
- Develop and maintain robust standard operating procedures (SOPs), policies, and guidelines to meet corporate risk and control standards and principles.
- Build strong and interactive internal relationships with global operations partners, client services, technology, and other product teams.
- Establish solid external relationships with global custodians, fund accountants, and clients' third parties through outreach.
- Communicate effectively across multiple levels of the organization.
- Serve as a point of contact within the Global IMOS Operations team for clients and internal partners to build strong relationships, supporting key implementation activities and continued premier service delivery.
- Participate in regular client meetings and discussions related to ongoing implementation activities, managing client expectations as needed.
- Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the client.
- Engage in internal calls to enhance and expand the IMOS offering.
Required qualifications, capabilities, and skills