Investment Middle Office Services Client Operations Associate

4 months ago


Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full time

Are you looking for an unique opportunity to advance your in depth knowledge of banking operations and contribute to a growing international business in a fast paced and innovative environment? This is the right role for you if you want to work in the Investment Middle Office Services team where we provide a complete suite of investment operations outsourcing services for institutional asset managers. Our services encompass all asset management activities post-trade execution, allowing asset managers to focus on their core competencies of managing assets and client relationships.

 As a Client Operations Associate in the Investment Middle Office Services team, you will be the single-point-of-contact for all client interactions including query management, escalations and projects to help client navigating the firm. You will partner with our internal stakeholders to ensure all client Service-level Agreements (SLAs) are met with high standard of services, monitoring resiliency and focusing on trend analysis and process improvement. 

Job responsibilities:

Manage all incoming and outgoing client queries across a varied range of products including but not limited to equities, fixed income, foreign exchange, derivatives and collateral. Partner with offshore teams to ensure that all daily, weekly, monthly client SLAs are met. Perform daily oversight checks on key tasks performed by offshore processing hubs and assist with escalations. Host and/or attend client meetings both in person and on the phone. Attendance and participation in forums hosted and run by third parties. Involvement in new client and product launches to ensure operational readiness for support. Perform trend analysis to identify opportunities for process improvement and enhanced control. Monitoring market changes and partner with internal/external stakeholders to adapt to these changes. Improve operational efficiency and effectiveness by automating the processes when applicable. Produce key client reporting requirements against SLAs and client expectations, internal metrics collation, Incident Reporting and Client Operational Review deliveries.

Required qualifications, capabilities, and skills:

At least a Bachelor's Degree in Business, Finance, or related disciplines Minimum 5 years’ experience in markets as trade/marketing support or related securities services business line with a focus on client service Strong financial markets product knowledge and understanding of the transaction lifecycle in Custody Subject matter expertise in Equities, Fixed Income, Cash Markets, Over-the-Counters (OTCs), Exchange Traded Derivatives and general trade lifecycle Strong analytical and problem solving skills including taking the initiative to drive change and enhance controls Candidate must have a control focused agenda, and a thorough understanding of program/project risk As this role will have regular client facing involvement and engagement with senior staff in all areas of Investor Services, the person in this role must be confident, articulate and able to represent . Morgan in front of clients Effective and excellent communication and presentation skills are required

Preferred qualifications, capabilities, and skills:

Mandarin proficiency would be a plus Comprehensive understanding of Asia Pacific markets

  • Hong Kong, Central and Western District, Hong Kong SAR China MUFG Full time

    Unlock Your Potential in Investment BankingMitsubishi UFJ Financial Group (MUFG) is a global leader in financial services, and we're seeking a talented Associate to join our Middle Office Department in Asian Investment Banking.As a key member of our team, you'll play a critical role in managing transactions, coordinating with stakeholders, and ensuring...


  • hong kong, Hong Kong SAR China Projob21.com Ltd. Full time

    Finance & Operations Associate Manager, Global Family Office/Alternative Investment Global Family Office/Alternative Investment Management Multi-Asset classes of investment & Private Equity Integrated finance, middle office and operation control Our Client Representing the investment arm of a global family office to search for a Finance & Operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China MUFG Full time

    About MUFGMUFG is a leading global financial institution, committed to delivering exceptional client service and innovative solutions. Our team of experts is dedicated to helping clients achieve their financial goals, while fostering a culture of collaboration, diversity, and inclusion.Job SummaryWe are seeking a highly motivated and detail-oriented...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    About the RoleWe are seeking an experienced Investment Operations Manager to join our team at Company 267 - Manulife Investment Management (Hong Kong) Limited. As a key member of our Investment Operations team, you will be responsible for providing subject matter expertise and support to our daily trade management processes.Key ResponsibilitiesOversight of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As an Investment Operations Manager, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing and valuations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Job Title: Investment Operations ManagerCompany 267 - Manulife Investment Management (Hong Kong) Limited is seeking an experienced Investment Operations Manager to join our team. As a key member of our Investment Operations department, you will be responsible for overseeing trade management and support, settlement, reconciliation, corporate actions, pricing...


  • Hong Kong, Hong Kong SAR China Avenir Investment Management Limited Full time

    Job Title: Middle Office Sales Manager Location: Central - Hong Kong Based Terms: Full-time   About Avenir Investment Management Limited: Avenir Investment Management Limited is a dynamic company committed to excellence in the Financial Industry. We prioritize a culture of continuous learning and development, fostering the professional growth of our...


  • Hong Kong, Hong Kong SAR China DARMAX GLOBAL Full time

    - APAC coverage - Westernized culture - Grow with the team Responsibilities: - Responsible for trade life cycle after execution, including trade capture, validation, reconcilation & confirmation for Stock Borrowing & Loan products - Assist with building and improving middle office infrastructure  - Work closely with business to understand their needs and...


  • Hong Kong, Central and Western District, Hong Kong SAR China DARMAX GLOBAL Full time

    APAC Coverage OpportunityWe are seeking a highly skilled professional to join our team as a Prime Brokerage Middle Office VP, Investment Bank. The successful candidate will be responsible for providing exceptional support to our clients and contributing to the growth and development of our middle office infrastructure.Key Responsibilities:Trade Lifecycle...


  • Hong Kong, Central and Western District, Hong Kong SAR China Northern Trust Corporation Full time

    About Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role SummaryWe are seeking a highly skilled Investment Operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Northern Trust Corporation Full time

    About Northern Trust CorporationNorthern Trust Corporation is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted provider of innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role SummaryWe are...


  • Hong Kong, Central and Western District, Hong Kong SAR China Northern Trust Corporation Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial services and guidance.Role SummaryWe are seeking a highly skilled Investment Operations...


  • Hong Kong, Central and Western District, Hong Kong SAR China Northern Trust Corporation Full time

    About Northern Trust CorporationNorthern Trust Corporation is a leading global financial institution that has been in continuous operation since 1889. We are a Fortune 500 company that provides innovative financial services and guidance to the world's most successful individuals, families, and institutions.Role SummaryWe are seeking a highly skilled...


  • Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Business Coordinator to join our team at AXA Investment Managers. As a key member of our Market & Liquidity Solutions (MLS) team, you will play a critical role in providing coordination and development of MLS activities, with a focus on operational and controlling aspects.Key ResponsibilitiesLiaise with key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Interactive Brokers Full time

    About the RoleWe are seeking a highly skilled Client Services Associate to join our team at Interactive Brokers. As a key member of our Client Services group, you will play a critical role in delivering exceptional service to our clients from around the globe.Key ResponsibilitiesProvide responsive and high-touch service to clients, including professional...


  • Hong Kong, Hong Kong SAR China JPMorgan Chase & Co. Full time

    Welcome to JPMorgan Chase. Are you looking for an opportunity to develop and deliver innovative service solutions to Prime Brokerage clients? You have found the right team. The Prime Middle Office comprises of business-aligned support teams for the equity prime and stock borrow & lending traders based in Hong Kong. The business covers all Asian markets;...


  • Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time

    About the RoleWe are seeking a highly skilled Business Operations Coordinator to join our team at AXA Investment Managers. As a key member of our Market & Liquidity Solutions (MLS) team, you will play a critical role in providing coordination and development of MLS activities, with a focus on operational and controlling aspects.Key ResponsibilitiesLiaise...


  • Hong Kong, Hong Kong SAR China Company 267 - Manulife Investment Management (Hong Kong) Limited Full time

    Description Manulife Investment Management (MIM) is the asset management division of Manulife Financial Corporation. MIM’s diversified group of companies and affiliates provides comprehensive asset management solutions for institutional investors, investment funds and individuals in key markets around the world. This investment expertise extends...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    Job DescriptionManulife Investment Management (MIM) is a leading global investment management group that provides comprehensive asset management solutions for institutional investors, investment funds, and individuals in key markets around the world.The position reports to the Team lead within Investment Operations and is primarily responsible for the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Manulife Full time

    Job DescriptionManulife Investment Management is a leading global investment management group, providing comprehensive asset management solutions for institutional investors, investment funds, and individuals worldwide. Our diversified group of companies and affiliates offers a full range of asset classes, including equities, FX, fixed income, derivatives,...