Job Description
The Performance Business Transformation team is responsible for expedited onboarding of asset owner and asset manager clients from a legacy internal platform to an external platform. The team is also responsible for providing an overview and analysis of portfolio performance to institutional clients such as investment managers and superannuation funds.
As a Vice President of Performance Business Transformation within the Fund Servicing team, you will spearhead the expedited onboarding process for asset owner and asset manager clients transitioning from an internal legacy platform to an external one. Your role will necessitate close collaboration with internal stakeholders in client operations, product technology, and product management across our global operating sites. Your profound understanding of performance, attribution, and analytics products, as well as their capabilities within the institutional client segment, will be instrumental to your success in this role.
Job responsibilities:
- Assist senior department leadership with project staffing and governance decisions.
- Train team members in the use of applications.
- Lead and influence less experienced team members in a matrix reporting environment.
- Establish and maintain relationships with vendors and internal management/front-line staff.
- Collaborate with performance operations to understand client behavior as needed.
- Maintain a business-level understanding of both legacy and external platform functions.
- Work independently and collaboratively to verify performance and risk analytics across platforms using available tools.
- Interpret and draft commentary on functional testing results.
- Identify, document, and resolve production issues before and after migration.
- Provide concise updates on client migration status and assist with prioritization.
- Present findings, outcomes, and solutions at stakeholder meetings.
Required qualifications, capabilities and skills:
- Minimum of 15 years working with institutional clients, including at least 5 years utilizing market-leading performance, attribution, and analytics software platforms such as FactSet.
- Proven experience as a people manager, demonstrating effective team leadership and development skills.
- In-depth understanding of the systems/software development lifecycle.
- Strong proficiency in office productivity software (e.g., Microsoft Office Suite).
- A positive attitude with a strong work ethic and a willingness to embrace a steep learning curve.
- Excellent attention to detail with a proven ability to solve complex problems.
- BA, BS, or MBA degree in business, finance, or mathematics, or an equivalent qualification.
Preferred qualifications, capabilities and skills:
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
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 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.
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.
Top Skills
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery



.jpg)


JPMorganChase Teams
JPMorganChase Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.