WM - Project Manager (Associate) - Discretionary Trading Toolset - Private Bank - Edinburgh

  • Competitive
  • Edinburgh, Scotland, United Kingdom
  • Permanent, Full time
  • J.P.Morgan
  • 20 Oct 18

WM - Project Manager (Associate) - Discretionary Trading Toolset - Private Bank - Edinburgh

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world.

Our Team

Our project team supports the development of the Discretionary Platform. The team is a main point of contact for Product Initiatives and Change Management is for the International Private Bank, covering EMEA, LATAM and Asia. The team supports several multi-year programs for our discretionary platform and business. The programs focus on portfolio management analytics, centralized portfolio trading and client documentation for discretionary strategies.
The successful candidate will be working in conjunction with our internal partners including Business Management, Managed Solutions & Strategy, Portfolio Managers, Operations, Technology, and Control Functions (Legal, Risk and Compliance). The team sits within our Operations Projects department, allowing it to be well placed to coordinate across functions and implement change in a controlled manner.

The Role

The International Private Bank is kicking off a multi-year initiative to integrate the portfolio analytics and trading toolset with a vendor, leveraging its Portfolio Management and IBOR functionality. The integration of this vendor will change the toolset for Portfolio Managers and Operations Middle Office. In addition to the build and integration work that will be executed with technology, the role requires a keen ability to drive discussions to redesign the current operating model of those groups. The Project Manager (PM) will be responsible for both the project oversight and analysis required to determine milestones and implementation needs.

Key responsibilities:

  • Understand the implications of the new toolset for operations, help technology build a strategic roadmap.
  • Build robust project plan based on the pragmatic application of project management methodologies, use of a clearly defined delivery roadmap and robust financial and risk management.
  • Work with project stakeholders to define and document business requirements.
  • Perform detailed analyses, coordinating delivery of results across multiple teams and locations.
  • Follow up actions and requests on a timely and accurate basis.
    Plan and perform testing of new functionality and regression testing.

    This is a high profile initiative and will involve senior stakeholders across multiple functions, and requiring several work streams. It is a unique opportunity if you are looking to take on a new challenge and to contribute to a growing international business in a fast paced and innovative environment.

The candidate must have:
  • 4+ years in project/program management with record of successfully delivering high profile initiatives
  • Stakeholder management at senior level across Front Office, Operations and Technology
  • Designing new operating models and integrating tools in a financial institution
  • Experience with vendors such as Envestnet, Vestmark, Charles River, APL is a plus

  • Strong team player with excellent communication skills and proven ability to work in collaboration building strong rapport at all levels
  • Strong organizational and prioritization skills, with ability to multi-task and work well under pressure to meet deadlines
  • Ability to identify critical requirements and potential gaps by understanding complex and interdependent processes
  • Disciplined self-starter with the ability to execute independently
  • Strong ownership, integrity and attention to detail with ability to operate in a flexible, dynamic environment where creative and strategic thinking are also required in driving solutions.
JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.