Vice President- Investment Performance, Analytics and Transformation

Fairygodboss; Boston (MA); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorganChase is seeking a Performance, Analytics and Transformation Vice President to drive end-to-end product delivery and oversee migration initiatives from an internal legacy platform to a vendor solution. You will coordinate with client operations, product technology, and product management across global sites to deliver efficient, compliant solutions.

In this role you will guide change management, requirements gathering, testing, and training; manage timelines, dependencies, and resources;

Qualifications

• 5+ years in product delivery or a related area.
• Experience managing operational/change readiness activities.
• Track record implementing continuous improvement processes.
• Experience with product or platform-wide release management and deployment strategies.
• Industry experience with institutional clients in performance, attribution, analytics software (e.g., FactSet).
• Strong understanding of the software development lifecycle.

Responsibilities

• Lead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decisions, and performance reporting; escalate opportunities for efficiencies and coordination.
• Lead change management activities across functional partners ensuring risk, controls, and compliance.
• Manage timelines, dependencies, blockers, resourcing; liaise with stakeholders and partners.
• Assess platform readiness for client migration to new operating model including requirements, quality control, and reporting.
• Collaborate with development teams on product roadmap execution, requirements gathering, testing, and user training.
• Partner with Performance Operations and Product teams to understand client behavior and deliver business requirements.
• Assist senior leadership with staffing and governance; mentor junior team members.
• Establish and maintain relationships with vendors and internal management.
• Demonstrate business-level understanding of platform functions (legacy and external).
• Document and resolve production issues pre/post migration; verify performance and risk analytics.

Skills

Product delivery

Operational management

Change readiness

Release management

Stakeholder management

Office tools

Attention to detail

Education

BA/BS/MBA

Finance or Math degree

Tools

FactSet

Job description

As a Performance, Analytics and Transformation Vice President within the IIS Operations Team, you work to enhance and optimize the way performance solutions and products are delivered to customers. As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way. You will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to a vendor solution. 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

• Lead end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
• Lead the completion of change management activities across functional partners and ensure adherence to the firm's risk, controls, compliance, and regulatory requirements
• Effectively manage timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
• Assess platform readiness for client migration to new operating model, including functional requirements, quality control and reporting, plus operational readiness.
• Collaborating with development teams on the execution of the product roadmap. Requirement gathering, functional testing and training users.
• Partner with the Performance Operations team and the Product team to understand client behavior and needs to execute and deliver business requirements.
• Assists senior department leadership with project staffing and governance decisions. Leads/influences less experienced members of the team in matrix reporting environment.
• Establishes and maintains relationships with vendor and internal management
• Possesses business-level understanding of platform functions (legacy and external)
• Identifies, documents, and resolves production issues pre and post migration. Work independently and as a team to verify performance/risk analytics at multiple levels across platforms using available tooling.
• Provides concise client migration status updates and assists with prioritization. Presents findings, outcomes, and solutions at stakeholder meetings

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
• Demonstrated ability to execute operational management and change readiness activities
• Strong understanding of delivery and a proven track record of implementing continuous improvement processes
• Experience in product or platform-wide release management, in addition to deployment processes and strategies
• 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

Preferred qualifications, capabilities, and skills

• Proficient knowledge of the product development life cycle, design, and data analytics
• Deep understanding of investment performance and attribution calculations and methodologies
• Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
• Degree in business, finance, or math is preferred
• BA/BS/MBA or equivalent
• Experience supporting more than one CCB Operations Function/Line of Business

Additional information

• Visa sponsorship is not available for this position
• Work schedules will be full-time in office, on a 40-hour per week schedule

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.