Performance Business Transformation Senior Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Bournemouth is seeking a Performance Business Transformation Senior Associate to manage client onboarding from legacy platforms to external systems. This role involves collaborating with various stakeholders, maintaining client relationships, and ensuring smooth transition processes for institutional clients. Ideal candidates will possess strong analytical skills and a background in finance or mathematics. Join a dynamic team committed to excellence in service and innovation.

Qualifications

• Industry experience with institutional clients and analytics software platforms.
• Deep understanding of systems/software development lifecycle.
• Proficiency with office productivity software.

Responsibilities

• Assist with project staffing and governance decisions.
• Train others in application use.
• Lead/influence team members.

Skills

Understanding of analytics products

Knowledge of performance operations

Problem-solving ability

Attention to detail

Positive attitude

Education

BA/BS/MBA or equivalent in business/finance or math

Tools

FactSet

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

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

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

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