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JPMorgan Chase Complex Assets Client Onboarding Project Manager - Associate in Boston, Massachusetts

The key objectives

  • Work closely with Clients, Complex Assets onboarding, Operations and Fund Accounting Operations to Onboard & migrate clients efficiently and accurately across platforms

  • Help design and implement Complex Assets Product Development strategies

  • Work closely with colleagues in Product Development to implement strategic changes

  • Provide Project management of various new and ongoing Client Onboarding Projects in the OTC/CFD space

  • Provide regular reporting and status updates on all migrations/onboardings to senior stakeholders

  • Identify, analyse, solution and effectively escalate key risks / issues as necessary

  • Be a key partner to Operations globally, work on issues raised by them and provide Production support as needed in terms of Onboarding readiness of systems required

  • Provide input and review Operational readiness

  • Facilitate the delivery of any strategic, robust, scalable technology change meeting the needs of clients

Department and Team Description: The Complex Assets Client Onboarding team is a dedicated global team of project and client facing resources focused on onboarding new clients into the Operations infrastructure for OTCs/CFDs and migrating clients from legacy to new Fund Accounting platforms within Security Services. The group provides a unique mix of project skills and product development experience enabling it to provide a consistent, high-quality and responsive approach to the way we manage and execute onboarding across the firm. The team is responsible for delivering all aspect of onboarding driven by both internal/external stakeholders; and it includes both strategic and tactical investments to meet essential client and business needs. The team is part of the IMOS and Complex Assets Product Development team in Security Services.


  • Plan/run/own multiple OTC Client Onboarding and fund migration projects concurrently

  • Client/stakeholder management

  • Strong understanding of current Operational models and associated priorities for change and strategic planning

  • Build a strong working relationship with the business and other stakeholders across multiple lines of business

  • Provide thought leadership developing options and recommendations

  • Participate in the high level design of solutions with stakeholders then manage them to completion

  • Build an understanding of future business direction and priorities


  • Prior experience of project delivery/management & business analysis is a key requirement

  • An understanding of Fund Accounting & OTC derivatives

  • Previous Client communications experience

  • Experience working on Middle / Back Office projects

About J.P. Morgan's Corporate & Investment Bank:

J.P. Morgan's Corporate & Investment Bank 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. Further information about J.P. Morgan is available at .

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans