JPMorgan Prime Financial Services - Transition Manager Associate 

United States, New York, New York 

938417397

Prime Financial Services - Transition Management - Associate

Job Summary

As a Prime Financial Services - Transition Manager - Associate within the Transition Management team, you will be responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform. Your aim will be to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives and Repo Financing.

Job responsibilities:

Client Engagement: Establish and maintain relationships with primary client contacts, such as COOs and CFOs. Ensure that requirements are delivered with a sense of urgency. Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process. Show flexibility to manage a varied client base including Alternatives, Banks, Asset Managers, and Pension Funds.

Understand the commercial and risk asks of a client from a new launch perspective. Work with internal partners to engage clients in a comprehensive manner looking across, to the extent possible, all products and legal agreements.

Required qualifications, capabilities, and skills:

• At least 4+ years in a client facing role within the financial services industry
• Understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products each may use as part of their strategies
• Ability to build meaningful relationships with both clients and internal partner groups
• Solutions oriented with strong project management and organizational skills; ability to prioritize, multi-task and deliver within tight and changeable timeframes
• Confident, driven, proactive self-starter with an ability to work independently but also identify potential issues and escalate when required
• Inquisitive and investigative, with an eagerness to embrace new challenges and opportunities for learning
• Experience with business analytics/coding to initiate process improvements/create templates for client materials
• Bachelor’s degree or equivalent
• FINRA Series 7 registered or to be obtained shortly after hire