JPMorgan Chase Custody & Fund Services – Product Development Manager - Dashboard Global Team Lead – Vice President in Boston, Massachusetts

This position is for the Fund Services Product Development Dashboard Global Team Lead, Vice President.

The Fund Services Product Development Dashboard team is responsible for the end to end definition and delivery of client facing online analysis and execution tools on the JPMorgan Markets portal:

  • NAV Analytics where clients can review all of the components that make up their funds’ daily or periodic Net Asset Values and be made aware via online alerts of threshold and tolerance breaks.

  • Document exchange, approval and certification.

  • Reconciliation reviews

  • Other items as they develop

The Product Development role will oversee a small staff, be the primary point person and owner of the Fund Services Dashboard, work with business-side partners on defining the needs, with the wider portal owners on synchronization, and with our technology partners on executing through the software development lifecycle. The role will also own the budgeting and investment initiative process to secure ongoing funding. As the team leader, you will also be responsible for marketing the product to internal client facing and senior management personnel as well as the clients themselves. You will be able to fully demonstrate the application and integrate feedback from these parties into the strategic roadmap for the application. You will also need to integrate the dashboard’s roadmap into the wider division and firm wide strategic roadmaps from both a business product offering and technology perspective and implement efficient and competitive solutions.

The role requires a dynamic individual who is able to take ownership of the various components and programs of work, carrying out detailed analysis and in depth program management. System and process gaps will need to be identified and closed as we move to maximum client satisfaction.

This role provides exposure to different areas of Fund Services, with ownership of tangible deliverables, and an opportunity to develop key subject matter expertise. The dashboard is a global product offering and this is a global product lead role.

About J.P. Morgan Corporate & Investment Bank J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world

J.P. Morgan Investor Services, a division of the Corporate & Investment Bank (CIB), is a unique combination of related, complementary businesses, working together to provide our clients with seamless end-to-end solutions across the spectrum of custody and fund services, prime brokerage, collateral and clearing, all with the objective of helping our clients succeed. These product families occupy a top-tier position in the industry in their own right and this combination provides an expanded, integrated and best-in-class suite of end-to-end capabilities.

CFS is a division Investor Services business and is a global industry leader with $21 trillion in assets under custody. JPMorgan provides innovative custody, fund accounting and administration and securities services to the world's largest institutional investors, alternative asset managers and debt and equity issuers. JPMorgan's Custody and Fund Services business is comprised of Custody, Accounting, Transfer Agency, Middle Office outsourcing, Foreign Exchange, and other activities related to servicing assets for traditional and alternative funds; it leverages its scale and capabilities in more than 100 markets to help clients optimize efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services.

The Fund Services Dashboard team forms part of the Fund Services Product Development team within Custody and Fund Services.

Key Responsibilities

  • Deliver against the strategic roadmap through the full project life cycle, including analysis, design of the client experience and service model, and testing / migration of the components for delivery

  • Perform role of POP (Product Owner Proxy) on cross functional scrum huddles across the sub streams

  • Document the requirements and design the product offering to provide a competitive client experience

  • Partner with the technology team in the development of the toolset, providing guidance and follow up where necessary

  • Identify opportunities for improvement, presenting them to management and helping to affect change

  • Day to day management of client migration and remediation’s undertaken

  • Coordinate the user testing and rollout of the new product, managing feedback and implementing additional enhancements based on priorities

  • Proactive escalation of issues/risk in partnership with operations and technology

  • Logical mind, perseverance, the ability to communicate ideas well, and the ability to deal confidentially with people at all levels of the organization

  • Knowledge and Experience of Custody and Fund Services.

  • Understanding of agile and be able to perform Product Owner duties.

  • Strong Project Management Skills, must be organized and able to deconstruct a project into achievable deliverables

  • Strong analytical skills with the ability to understand data attributes and their usage in detail and draw structured conclusions.

  • Attention to Detail

  • Track record of partnership across multiple stakeholders

  • Good verbal and written communication skills

  • Self-starter and able to prioritize effectively.

  • Disciplined approach to control and process management

  • Strong Microsoft (Excel, Visio, PowerPoint) skills.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.