Client Account Services (CAS) Investment Middle Office Services (IMOS) Onboarding Vice President

📌 Core Information

🔹 Job Title: Client Account Services (CAS) Investment Middle Office Services (IMOS) Onboarding Vice President

🔹 Company: Chase - Candidate Experience page

🔹 Location: Manila, Manila, Philippines

🔹 Job Type: On-site

🔹 Category: Not Specified

🔹 Date Posted: March 31, 2025

🔹 Experience Level: 10+ years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing and delivering account reference data to ensure account and counterpart readiness for Investment Middle Office Service clients.
• Overseeing a team responsible for handling global and regional client and market account reference data requests.
• Collaborating extensively with stakeholders in business, product development, operations, and technology.
• Enhancing client and operational experiences by implementing straight-through processing for efficient market and account setup.

ASSUMPTION: The role is assumed to focus on strategic collaboration and operational efficiency based on the need for interaction with various stakeholders and systems improvement processes.

📋 Key Responsibilities

✅ Lead the CAS IMOS Manila team to provide account reference data services, ensuring readiness for global and regional clients.

✅ Oversee client and market data requests, including product expansions, new account launches, and third-party onboarding.

✅ Collaborate with stakeholders in business, product development, operations, and technology to align strategies and deliverables.

✅ Enhance client and operational experiences by implementing straight-through processing for efficient market and account setup.

✅ Partner with controls and governance teams to ensure compliance with governance and operational risk standards.

✅ Analyse operational data to support fact-based decision-making.

✅ Drive initiatives to implement the future state Operating Model, addressing evolving client needs.

ASSUMPTION: It is assumed that the role demands strong leadership and analytical skills, along with compliance and risk management oversight, given the multifaceted responsibilities outlined.

🎯 Required Qualifications

Education: Not specified

Experience: 10+ years in related fields

Required Skills:

• Knowledge in Middle Office and Market functions
• Leadership in managing projects with competing resources and priorities
• Proficiency in fostering partnerships in a matrix organization
• Expertise in data analysis and problem-solving
• Detail-oriented with skills in Microsoft Office and communication

Preferred Skills:

• Experience in business improvement and optimizing practices
• Skills in conflict management, team leadership, and facilitation

ASSUMPTION: The position assumes a high level of expertise in leadership and analytical skills due to the complex and strategic nature of the responsibilities.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Comprehensive health benefits
• Retirement savings plan
• Professional development opportunities

Working Hours: 40 hours per week

ASSUMPTION: Industry-standard benefits are assumed, focusing on health, retirement, and development, common across similar roles.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: Not Specified

Founded: Not Specified

Company Description:

• Focus on innovative solutions and strategic growth
• Global presence with regional integration
• Commitment to client service excellence

Company Specialties:

• Investment Banking
• Asset Management
• Financial Services

Company Website: https://jpmc.fa.oraclecloud.com:443/hcmUI/CandidateExperience/

ASSUMPTION: The company is assumed to be a major player in financial services with a strong emphasis on innovation and global presence, based on its history and industry placement.

📊 Role Analysis

Career Level: Vice President level, indicating senior leadership responsibilities

Reporting Structure: Likely reports to senior management within the Client Account Services or a higher executive tier

Work Arrangement: Primarily on-site

Growth Opportunities:

• Professional development and leadership training
• Opportunities to lead complex, impactful projects
• Potential for advancement within a global financial services company

ASSUMPTION: Opportunities for advancement and leadership are assumed due to the senior-level nature and global context of the role.

🌍 Location & Work Environment

Office Type: Corporate environment

Office Location(s): Manila, Manila, Philippines

Geographic Context:

• Located in a leading financial hub in the Philippines
• Accessibility to major business districts and amenities
• Growing and dynamic market opportunities

Work Schedule: Standard on-site, full-time work schedule

ASSUMPTION: The role is situated in a vibrant business district, offering ample networking and industry engagement opportunities.

💼 Interview & Application Insights

Typical Process:

• Initial application review and candidate screening
• Preliminary interviews with HR and hiring managers
• Technical and leadership assessment tests

Key Assessment Areas:

• Leadership and management skills
• Technical knowledge and problem-solving abilities
• Fit with company culture and values

Application Tips:

• Highlight leadership and project management experience
• Emphasize collaboration and stakeholder engagement skills
• Prepare for discussions on operational strategy and improvements

ATS Keywords: Investment Onboarding, Middle Office, Leadership, Data Analysis, Strategic Collaboration

ASSUMPTION: The interview process likely emphasizes leadership capabilities and strategic thinking, typical for senior roles.

🛠️ Tools & Technologies

• Microsoft Office Suite
• Data Analysis Software
• Project Management Tools

ASSUMPTION: The role requires proficiency with essential data and project management tools to facilitate operational improvements.

👔 Cultural Fit Considerations

Company Values:

• Client-centric innovation
• Integrity and ethical standards
• Commitment to diversity and inclusion

Work Style:

• Collaborative and team-oriented
• Strategic and proactive
• Adaptable to changing environments

Self-Assessment Questions:

• Are you comfortable leading a diverse set of stakeholders?
• Can you adapt to changing market needs and dynamics?
• Do you have experience in strategically enhancing operational efficiencies?

ASSUMPTION: The company values indicate a progressive, inclusive work environment where strategic thinking is highly valued.

⚠️ Potential Challenges

• Managing a diverse and geographically dispersed team
• Adapting to rapidly changing market and client needs
• Balancing strategic goals with day-to-day operations
• Ensuring compliance and governance in a complex regulatory environment

ASSUMPTION: The challenges likely involve navigating complex, fast-paced environments, requiring strong leadership and adaptability skills.

📈 Similar Roles Comparison

• Typically have similar responsibilities in financial centers
• Roles may vary based on company size and industry focus
• Higher strategic roles tend to focus on innovation and process efficiency

ASSUMPTION: This role shares commonalities with other leading positions in major financial firms, emphasizing strategic impact and client service.

📝 Sample Projects

• Implementing a global account onboarding solution
• Streamlining data management processes across regional offices
• Developing an enhanced client feedback system for continuous improvement

ASSUMPTION: Projects likely focus on strategic and operational enhancements, aligning with industry demands and client needs.

❓ Key Questions to Ask During Interview

• What are the key success factors for this role?
• How does the company measure the effectiveness of client account service initiatives?
• What are the biggest challenges faced by the CAS IMOS team?
• How does this role align with the company's strategic goals?
• Can you describe the team dynamics and company culture?

ASSUMPTION: Interview questions typically explore fit, strategic alignment, and operational effectiveness, targeting senior-level considerations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant experiences and skills
• Prepare for behavioral and technical interviews
• Follow up within a week if you haven't heard back
• Review the company website for additional insights and updates

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.