Performance Business Transformation Senior Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Performance Business Transformation Senior Associate to enhance client onboarding processes. This role involves collaborating with various stakeholders to ensure smooth transitions from legacy systems to modern platforms, while also providing insights on performance and risk analytics. Ideal candidates will possess a strong background in performance analytics, a keen attention to detail, and a proactive approach to problem-solving. Join a dynamic team where your contributions will directly impact client satisfaction and operational efficiency in a fast-paced environment.

Qualifications

• Experience with institutional clients and performance analytics platforms.
• Strong understanding of the software development lifecycle.

Responsibilities

• Lead onboarding of asset owner and manager clients from legacy to external platforms.
• Provide client migration status updates and resolve production issues.

Skills

Performance Analytics

Attribution Analysis

Problem-Solving

Attention to Detail

Client Relationship Management

Collaboration

Education

BA/BS/MBA or equivalent

Tools

FactSet

Office Productivity Software

Job description

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Job Description

Welcome to JPMorgan Chase. If you have a strong knowledge of performance, attribution and analytics products and their capabilities within the institutional client segment, this role is for you!

As a Performance Business Transformation Senior Associate within the IIS Operations Team, you will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to an external one. Collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites will be a significant part of your role.

Job Responsibilities

1. Assists senior department leadership with project staffing and governance decisions
2. Trains others in the use of applications
3. Leads/influences less experienced members of the team in a matrix reporting environment
4. Establishes and maintains relationships with vendor and internal management/front line staff
5. Partners with performance operations to understand client behavior where required
6. Possesses business-level understanding of platform functions (legacy and external)
7. Works independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
8. Interprets and writes commentary on functional testing results
9. Identifies, documents, and resolves production issues pre and post migration
10. Provides concise client migration status updates and assists with prioritization
11. Presents findings, outcomes, and solutions at stakeholder meetings

Required Qualifications, Capabilities, and Skills

1. Previous industry experience with institutional clients (working with market leading performance, attribution and analytics software platforms e.g., FactSet)
2. Deep understanding of systems/software development lifecycle
3. Proficiency with office productivity software
4. Positive attitude with a willingness to work hard and be on a steep learning curve
5. Attention to detail with demonstrated problem-solving ability
6. BA/BS/MBA or equivalent preferably in business/finance or math

Preferred Qualifications, Capabilities, and Skills

1. Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged