Third Party Reporting Onboarding - IMOS
JP Morgan
2 - 5 years
Mumbai
Posted: 22/08/2025
Job Description
Investment Middle Office Departmental Outline:
JPMorgan Chase’s Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDs.
The IMOS offering deals with all stages of the lifecycle for each product from broker matching, management of the client’s custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of reports sent to our client’s third parties.
Third Party Reporting involves the distribution of transaction activity data to IMOS Clients' authorized third parties via scheduled transaction reports or real-time Copy SWIFT messaging:
- Transaction Reporting – IMOS supports scheduled or on demand transaction/blotter reports sent to third parties.
- Copy SWIFT – IMOS supports real-time Copy SWIFT messaging to third parties where available.
Job responsibilities
- Collaborate with global teams to ensure the successful go-live of project phases, including operational readiness.
- Develop and maintain robust standard operating procedures (SOPs), policies, and guidelines to meet corporate risk and control standards and principles.
- Build strong and interactive internal relationships with global operations partners, client services, technology, and other product teams.
- Establish solid external relationships with global custodians, fund accountants, and clients' third parties through outreach.
- Communicate effectively across multiple levels of the organization.
- Serve as a point of contact within the Global IMOS Operations team for clients and internal partners to build strong relationships, supporting key implementation activities and continued premier service delivery.
- Participate in regular client meetings and discussions related to ongoing implementation activities, managing client expectations as needed.
- Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the client.
- Engage in internal calls to enhance and expand the IMOS offering.
- Ability to analyse data and issues across a large global operating model.
- Strong problem-solving skills.
- Effective communication and partnership with key stakeholders.
- Experience in developing processes and managing their execution.
- Experience in operational process design and implementation.
- Ability to work across functions with technology, service, product, and other operations teams.
- Strong organizational and time management skills.
- Demonstrated personal initiative, ownership, and accountability.
- Effective interpersonal, relationship-building, and influencing skills.
- Proficiency in Microsoft Office, including Excel, PowerPoint, and SharePoint; experience in process flow analysis/mapping.
- Ability to work in a fast-paced, results-driven environment.
- Highly disciplined, self-motivated, and delivery-focused with the ability to work independently.
Knowledge of Client Reporting and SWIFT messages/SWIFT network.
- Preferred qualifications, capabilities, and skills:
- Knowledge of Alteryx.
- Knowledge of project management tools, such as Monday.com
Knowledge of the product development lifecycle.
About Company
JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.
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