Prime Financial Services - Transition Management - Associate

Transition Management Role

Join a team that drives the integration of new clients onto J.P. Morgan's Prime Financial Services platform, ensuring a smooth and timely onboarding experience across multiple products and asset classes.

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

• Establish and maintain relationships with primary client contacts, such as COOs and CFOs, ensuring requirements are delivered with urgency.
• Lead onboarding deal teams to deliver the firm in an integrated and seamless way to clients during the onboarding process.
• Manage a varied client base including Hedge Funds, Alternatives, Banks, Asset Managers, and Pension Funds.
• Translate client strategy and structure, along with margin and financing needs, to relevant J.P. Morgan products and legal entities.
• Develop and maintain a strong understanding of the PFS product suite, consulting with clients from pre- to post-go-live.
• Understand commercial and risk asks of clients from a new launch perspective, engaging clients across all products and legal agreements.
• Direct the delivery of client onboarding through go-live, building strong relationships with internal partner teams and serving as the initial point of escalation.
• Become a point of contact for data aggregation and reporting, developing processes for tailored communication and establishing templates for handovers and commentary.

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills