Performance Business Transformation Manager - Fund Servicing

Posted 4 Days Ago
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Manila, First District NCR, National Capital Region
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Performance Business Transformation Senior Manager will lead performance analysis of investment portfolios, develop reporting frameworks, and ensure effective client migrations, while collaborating with stakeholders across multiple functions.
Summary Generated by Built In

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 Performance Business Transformation Senior Manager within Fund Servicing, you will have the opportunity to work closely with internal stakeholders in client operations, product technology, and product management across our global operating sites. Your strong knowledge of performance, attribution and analytics products will be critical in this role, especially within the institutional client segment. This role offers you the chance to make a significant impact on our business transformation process.
Job responsibilities:

  • Conduct comprehensive performance analysis of investment portfolios, including attribution analysis, benchmarking and performance measurement against objectives.
  • Develop and maintain performance and risk reporting frameworks, dashboards and models to provide timely and accurate reporting to clients.
  • Establish and maintain relationships with vendor and internal management/front line staff
  • Partner with performance operations to understand client behavior where required
  • Possess business-level understanding of platform functions (legacy and external)
  • Work independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
  • Interpret and write commentary on functional testing results
  • Identify, document, and resolve production issues pre and post migration
  • Participate in the implementation of performance measurement and risk analytics systems and tools, including data validation and testing.
  • Provide concise client migration status updates and assist with prioritization
  • Present findings, outcomes, and solutions at stakeholder meetings


Required qualifications, capabilities and skills:

  • Bachelor's degree graduate in banking or business management
  • Minimum of 7 years' experience working with institutional clients
  • Minimum of 2 years' experience in performance analysis, risk analytics, or investment analytics within the financial services industry
  • Strong analytical skills with knowledge of investment products, asset classes and financial markets
  • 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:

  • Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
  • Minimum of 2 years working with market leading performance, attribution and analytics software platforms e.g. Factset


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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

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.

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