Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary

As a Fund Servicing Specialist within the JP Morgan Corporate and Investment Banking (CIB) Fund Services Global Reconciliations Investigations team, you will take the lead in managing the Custody versus Accounting Reconciliations – Breaks Research and Resolution team. Your role will involve overseeing the workflow throughout the life cycle of Trades products, ensuring all daily controls and processing tasks are completed and approved. You will also provide guidance and leadership to your team, making sure all members are updated on strategic and regulatory changes within the organization. This role offers the chance to collaborate with global teams and managers, and to contribute to risk management and process improvements within the business.

Job Responsibilities

Lead the Custody vs Accounting Reconciliations team, managing Trades products workflow. Oversee daily operations and control workflow to ensure efficiency. Maximize team capacity through effective resource planning, training, and succession planning. Ensure daily controls, client service inquiries, and key metrics are completed and signed off. Address and escalate Trades Recons issues to Operational and Risk leads promptly. Ensure team adherence to global escalation policies and compliance with RED policies and ethics. Provide leadership and communication, keeping the team informed of strategic and regulatory changes. Act as a focal point for issue planning and crisis review, adapting to business demands. Review and update Standard Operating Procedures in line with new policies and risk management. Ensure Business Continuity and Concentration plans are viable, tested, and understood by staff. Identify knowledge gaps, assign deliverables, and lead proactive review and control design.

Required qualifications, capabilities and skills 

Possesses outstanding leadership and staff development abilities, with a background in team management. Excels in communication, influence, and negotiation, fostering strong collaborative relationships internally and with external stakeholders. Demonstrates proven effectiveness in a matrix organization, adept at handling pressure and meeting tight deadlines. Maintains a strong control focus with a deep understanding of operational risk. Daily management of the Operations Team is essential for success. Holds critical expertise in operational areas such as reconciliation, settlements, and trade support. Exhibits strong people management skills, capable of leading and motivating managers. Continuously learns and adapts to new markets, products, and processes. Highly aware of risk and control, prioritizing workloads and meeting critical deadlines efficiently. Takes ownership and accountability for operational and project deliverables, with a solid track record. Communicates confidently across all mediums with both internal and external clients.

Preferred qualifications, capabilities and skills 

Promote culture of early and timely escalation, ensure root cause analysis undertaken for all operational incidents and follow through with all recommendations. Actively manage risk items and continually evidence compliance with key controls.

Ensure all errors and incidents are written up in a timely manner in keeping with internal policy Organize morning risk review meeting and oversight intraday and end of day key sign off points Ensure all client queries dealt with within required SLAs Provide VP cover