Asset Management, Client Onboarding Funds, Associate, London

Overview

In this role you will lead the end-to-end onboarding of internal JPM fund mandates and lifecycle events, coordinating across global teams to deliver a seamless client experience. You will partner with investment desks, product development, compliance, and operations to scope, plan, and execute onboarding projects. Your work will balance client service excellence with risk-aware controls and process improvement. This is a hands-on, cross-functional role that shapes how JPM supports new fund launches and client journeys.

Responsibilities

• Project manage onboarding for internal JPM fund mandates (ETFs, SICAVS, OEICs, Global Unit Trusts) and lifecycle events (mergers, liquidations, closures, in-species, custody changes)
• Act as primary contact for working group stakeholders during end-to-end onboarding
• Lead onboarding initiatives and coordinate until funding
• Lead internal stakeholder meetings to ensure timely, scoped delivery and strong client service
• Complete and maintain event docs (checklists, account openings, product specs, project plans) and perform control checkpoints and authorizations
• Collaborate across internal teams to leverage expertise, lead NBIA initiatives
• Provide regular status reports to stakeholders and identify/mitigate risks
• Support global onboarding teams to develop best practices and improve processes for client experience
• Identify process improvements and drive consistency across onboarding delivery

Key requirements

• Project management proficiency and ability to work independently
• Inclusive leadership and cross-regional collaboration
• Knowledge/favourability of Alternatives, Derivatives and ETFs
• Team player who multitasks well under pressure
• Strong interpersonal and problem-solving skills with quick issue resolution
• Excellent verbal and written communication and time management
• Solid financial product knowledge across Equity, Fixed Income, Currency, Derivatives and Funds
• Adaptability in a dynamic client environment
• Strong MS Office skills (Excel, Word, PowerPoint) and comfort with web-based tools
• Disciplined, self-motivated, delivery-focused with proactive navigation of unexpected situations

• Inclusive leadership
• Team collaboration
• multitasking under pressure
• MS Office (Excel, Word, PowerPoint)
• Python
• Tableau

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