Third Party Reporting Onboarding

3 days ago


Mumbai, Maharashtra, India Chase- Candidate Experience page Full time US$ 90,000 - US$ 1,20,000 per year
Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.

Investment Middle Office Departmental Outline: 

JPMorgan Chase's Investment Middle Office (IMOS) acts as the Middle Office for our clients across a range of products, including but not limited to Listed Securities, Cash, ETDs, OTCs, Repos, Bank Loans and CFDs.

The IMOS offering deals with all stages of the lifecycle for each product from broker matching, management of the client's custodial network, lifecycle events including corporate events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client / regulatory reporting and input into the production of reports sent to our client's third parties.  

Third Party Reporting involves the distribution of transaction activity data to IMOS Clients' authorized third parties via scheduled transaction reports or real-time Copy SWIFT messaging:

  • Transaction Reporting – IMOS supports scheduled or on demand transaction/blotter reports sent to third parties.
  • Copy SWIFT – IMOS supports real-time Copy SWIFT messaging to third parties where available.

Job responsibilities

  • Collaborate with global teams to ensure the successful go-live of project phases, including operational readiness.
  • Develop and maintain robust standard operating procedures (SOPs), policies, and guidelines to meet corporate risk and control standards and principles.
  • Build strong and interactive internal relationships with global operations partners, client services, technology, and other product teams.
  • Establish solid external relationships with global custodians, fund accountants, and clients' third parties through outreach.
  • Communicate effectively across multiple levels of the organization.
  • Serve as a point of contact within the Global IMOS Operations team for clients and internal partners to build strong relationships, supporting key implementation activities and continued premier service delivery.
  • Participate in regular client meetings and discussions related to ongoing implementation activities, managing client expectations as needed.
  • Seek opportunities and take ownership of initiatives to improve service levels and efficiency for J.P. Morgan and the client.
  • Engage in internal calls to enhance and expand the IMOS offering.
Required qualifications, capabilities, and skills
  • Ability to analyse data and issues across a large global operating model.
  • Strong problem-solving skills.
  • Effective communication and partnership with key stakeholders.
  • Experience in developing processes and managing their execution.
  • Experience in operational process design and implementation.
  • Ability to work across functions with technology, service, product, and other operations teams.
  • Strong organizational and time management skills.
  • Demonstrated personal initiative, ownership, and accountability.
  • Effective interpersonal, relationship-building, and influencing skills.
  • Proficiency in Microsoft Office, including Excel, PowerPoint, and SharePoint; experience in process flow analysis/mapping.
  • Ability to work in a fast-paced, results-driven environment.
  • Highly disciplined, self-motivated, and delivery-focused with the ability to work independently.
  • Knowledge of Client Reporting and SWIFT messages/SWIFT network.

  • Preferred qualifications, capabilities, and skills:
  • Knowledge of Alteryx.
  • Knowledge of project management tools, such as
  • Knowledge of the product development lifecycle.



  • Mumbai, Maharashtra, India Chase Bank Full time

    Job DescriptionJoin JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process...


  • Mumbai, Maharashtra, India ‎ConnectWise Full time US$ 90,000 - US$ 1,20,000 per year

    ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely...


  • Mumbai, Maharashtra, India beBeeRisk Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are seeking a strategic Senior Leader to spearhead our third-party risk management program within the Information Security team, reporting directly to the Chief Information Security Officer. As a senior manager, you will design and implement our third-party risk management framework from the ground up. You will develop risk appetite strategies and...


  • Mumbai, Maharashtra, India BNP Paribas Full time

    About BNP Paribas India Solutions:Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union's leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines: Corporate and...


  • Mumbai, Maharashtra, India Talent Worx Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    We are hiring for one of the BIG 4's in India, professionals leverage the global network of firms, providing detailed knowledge of local laws, regulations, markets, and competition.Our client in India offers services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused, and...


  • Mumbai, Maharashtra, India beBeeRisk Full time ₹ 17,37,700 - ₹ 25,75,735

    At our organization, we prioritize creating a culture that empowers our colleagues to make a meaningful difference. We believe in fostering a collaborative environment where innovative ideas can thrive.The Senior Third-Party Risk Management Analyst plays a critical role in shaping this culture by ensuring the integrity of our third-party relationships. This...

  • Travel Coordinator

    3 days ago


    Mumbai, Maharashtra, India Third Bridge Full time

    Company Description Company Overview Third Bridge is a market-leading investment research firm We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions No other company in the world provides the same holistic investment offering our superpower is the combination of human insights...


  • Mumbai, Maharashtra, India Third Bridge Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company Description Company OverviewThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and...

  • Travel Coordinator

    4 days ago


    Mumbai, Maharashtra, India Third Bridge Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Company Description Company OverviewThird Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and...

  • Only 24h Left AVP

    2 weeks ago


    Mumbai, Maharashtra, India Liberty Mutual Full time

    Job DescriptionProfile / Function:- Third-party financial crimes prevention, monitoring, and mitigation- Design and implement processes, policies, and systems to identify and mitigate various third-party risks, including corruption risks- Build a strong internal network to better understand the organization's exposure to financial crime risks and proactively...