J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

An opportunity has arisen for a highly motivated individual to join The Guideline Management Middle Office team at the VP level.  This individual will be responsible for all aspects of the guideline management workflow within the BETA Strategies investment product aligned team.  Guideline Management is a critical function as it safeguards AM’s clients against transactions which may violate regulatory & client directed obligations.  The successful candidate will be the primary point of contact for all guideline related inquiries, issues and escalations raised by the front office. 

The successful candidate will ensure adherence to regulatory & client guidelines while continuously improving quality and reducing administrative burden through innovative solutions, they must possess skills enabling them to;

•  Have a strong understanding of business strategies to deliver guideline requirements successfully
• Work closely with investment and client management teams to deliver guidelines management solutions in all aspects of the role
• Develop best in class guideline coding and testing practices to minimize manual intervention by investors
• Implement solutions to issues and challenges raised by business stakeholders
• Improve coding timeliness for both new and existing accounts
• Work closely with colleagues in our offshore locations to maintain a tightly connected operating model
• Produce effective and relevant management information 

The role will also include owning and delivering initiatives aimed at driving efficiency, mitigating risk or meeting regulatory mandates.  The candidate will be expected to have experience with technical improvements including testing front and middle office applications.  The candidate will be expected to possess excellent communication skills allowing them to work with senior business members. 

• Strategic Beta and Alternative Beta strategies, founded on unique quantitative research capabilities;
• Market cap-weighted exposures, supporting growth in Multi-Asset Solutions and other strategic relationships; and
• Best-in-class delivery capability for exchange-traded funds (ETFs), supporting and marketing both beta and active strategies.

ETF Business: The Exchange Traded Fund (ETF) Business sits within the Beta Strategies organization.  The ETF business spans both EMEA and the U.S. and an array of product types across Fixed Income, Equity and Alternatives.