Job Summary

 

Transition Management is responsible for the legal and operational structuring, end to end coordination and integration of all new clients onto the Prime Financial Services (PFS) platform.  The aim is to deliver a seamless and timely multi-asset class onboarding for our clients, spanning multiple products, including Equity and Fixed Income Prime Brokerage, Foreign Exchange Prime Brokerage, Futures and Derivatives Clearing, Equity Derivatives and Repo Financing. 

 

Job responsibilities:

 

Client Engagement: Establish and maintain relationships with primary client contacts, such as COOs and CFOs. Ensure that requirements are delivered with a sense of urgency. Lead onboarding deal team to deliver the firm in an integrated and seamless way to our clients during the onboarding process. Show flexibility to manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.

 

Product Structuring: Translate a client strategy and structure along with their margin and financing needs to the relevant J.P. Morgan products and legal entities, working to identify and deliver business solutions to our clients. Develop and maintain a strong understanding of the PFS product suite with an expectation to consultatively work with clients from a pre and post go-live perspective.

 

Commercial Outlook: Understand the commercial and risk asks of a client from a new launch perspective. Work with internal partners to engage clients in a comprehensive manner looking across, to the extent possible, all products and legal agreements. 

 

Project and Stakeholder Management: Direct the delivery of a client onboarding through go-live. Build strong relationships with all internal partner teams. Serve as initial point of escalation internally and for our clients, showing the ability to self-solve and question the status quo.

 

Data Management: Become a point of contact within the team for data aggregation and reporting to stakeholders. Develop and implement processes to allow for tailored communication to partner teams and clients. Establish templates for handovers as well as commentary for broader use.

 

Required qualifications, capabilities, and skills:

3+ years in a client facing role within the financial services industry  Understanding of the alternatives and institutional client landscape, with insight into the financing and clearing products each may use as part of their strategies Ability to build meaningful relationships with both clients and internal partner groups  Solutions oriented with strong project management and organizational skills; ability to prioritize, multi-task and deliver within tight and changeable timeframes Confident, driven, proactive self-starter with an ability to work independently but also identify potential issues and escalate when required Inquisitive and investigative, with an eagerness to embrace new challenges and opportunities for learning Experience with business analytics/coding to initiate process improvements/create templates for client materials also advantageous  Bachelor’s degree or equivalent FINRA Series 7 registered or able to be obtained shortly after hire