Description

The Client Reporting organization manages the production of over 700,000 client deliverables annually, spanning recurring marketing, client, and regulatory-driven reporting across all client channels and asset classes. The organization is embarking on a multi-year, global transformation to implement a new Target State, including the deployment of a new vendor reporting platform, optimization of data management, template enhancements, operating model convergence, and the decommissioning of legacy systems.

A new Implementation & Transition team is being formed to support the delivery of this strategic initiative. This role will report to the Program Director and work closely with cross-functional stakeholders (e.g., Client Reporting, Investment Specialists, Sales, Marketing, Product, Technology, and external vendor partners) to gather requirements and lead associated deliverables.

Responsibilities:

• Support the end-to-end delivery of the Client Reporting Target State program, ensuring alignment with organizational strategy and business objectives.
• Manage assigned workstreams or projects, including planning, execution, and delivery of key milestones.
• Coordinate with stakeholders to ensure effective communication, transparency, and alignment throughout the program lifecycle.
• Prepare and deliver program updates, status reports, and risk/issue logs for senior management and steering committees.
• Collaborate with the Product Lead and Technology teams to support integration of the new reporting platform and data management enhancements.
• Drive change management activities, including stakeholder engagement, training, and adoption initiatives.
• Monitor program budgets and track financial performance for assigned workstreams.
• Identify and escalate risks, issues, and dependencies, supporting resolution and mitigation efforts.
• Contribute to the continuous improvement of program governance, processes, and templates.

Desired qualifications, capabilities and skills

• Strong experience in asset management, program/project management, and/or client reporting, with a track record of delivering complex projects or programs.
• Experience supporting large-scale vendor implementations, ideally involving reporting platforms (e.g., Kurtosys, Factset Vermillion or equivalent) and data management solutions (e.g., Snowflake).
• Demonstrated ability to manage cross-functional teams and work effectively in a matrixed, global environment.
• Strong organizational skills, attention to detail, and results orientation.
• Excellent communication and stakeholder management skills, with the ability to tailor messaging to different audiences.
• Experience with change management and process improvement initiatives.
• Proficiency in project management tools and methodologies (e.g., JIRA, Agile practises, Prince2/APM/PMP etc.).
• Bachelor's degree or equivalent; advanced degree or relevant certifications preferred.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.