Securities Services - Portfolio Administration Team Lead

Join JPMorgan's Portfolio Administration Team and play a pivotal role in ensuring client satisfaction and operational excellence.

Be part of a team that values precision, collaboration, and innovation.

As a Portfolio Administration Team Lead, you will work closely with a team of analysts to provide oversight and leadership for the delivery of PA services to clients.

You will ensure that client needs and expectations are consistently met or exceeded, while maintaining strong controls and driving continuous improvement.

Job responsibilities:


* Work closely with a team of analysts within PERES Portfolio Administration Team to provide oversight and leadership for the delivery of PA services to clients.


* Review client reporting, such as daily/monthly/quarterly client reports; internal and external.


* Perform completeness reviews in a quality assurance capacity; ensure business is 'Always Audit Ready'.


* Drive client (internal and external) meetings pertaining to client initiatives, usually via conference call, to ensure needs and expectations are consistently met or exceeded; ensure resolution of follow-up items.


* Ensure JPMorgan's established processes and procedures are followed with the proper controls.


* Look to modify/iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk.


* Partner within the Transformation and Cash Oversight/Cash Processing departments and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies.


* Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items.


* Provide oversight on business metrics and key performance indicators for presentation to senior management.


* Serve as the contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately.


* Act as owner on client relationships.


* Drive client meetings and quarterly service reviews.


* Build relationships and interface with other business groups across JPMorgan.

Required qualifications, capabilities, and skills:


* Dedicated to superior service and able to remain poised under pressure.


* Team player, professional and proactive approach to work, positive attitude.


* Very strong communication skills both oral and written.


* Excellent interpersonal skills.


* Strong organizational skills with a drive for impeccable quality.


* Ability to work with a high level of precision in a fast-paced, deadline-driven environment.


* Ability to collaborate and solve problems that involve multiple stakeholders.


* Ability to work independently with strong follow-through.

Preferred qualifications, capabilities, and skills:


* Bachelor's degree required (business discipline preferred).


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