You will join the Taiwan Product Implementation team who is responsible for project managing the end-to-end implementation of new business opportunities, JPMorgan internal Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team also facilitate various types of product account opening and set-up, e.g. segregate mandate account, fund account, alternative product account. The team works cross-functionally with Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third-Party vendors.
As a Product Implementation Analyst in Asset Management, you will partner with cross-functional teams to promote the design and implementation of investment solutions for new business opportunities. You will play a key role in managing complex change events impacting existing operating models, ensuring effective communication with stakeholders and senior management. This role provides an opportunity to enhance operational controls, mitigate business risk, and improve scalability of our service models. Your role will also involve liaising with external parties and managing vendor relationships to ensure successful delivery of initiatives.
Job Responsibilities
- Partner with cross-functional teams locally and globally, including Investment Services, Business Management, Operations, Product Development, Legal, Compliance, Risk, and Controls to drive the design and implementation of investment solutions for new business opportunities and complex change events impacting existing operating models.
- Provide regular updates to project leads and key stakeholders.
- Implement against established project plans, gantt charts, on-boarding checklists, and account set up requirements to ensure timely execution of key deliverables.
- Ensure effective and timely communication of initiative status with to keep them abreast of key developments , risks and dependencies.
- Support issue management practice to ensure timely resolution of key roadblocks, escalating where appropriate.
- Support the re-engineering and enhancement of existing operational and service models to improve scalability, enhance operational controls, and mitigate business risk.
- Liaise with external parties in the execution of change requests to ensure the successful delivery of initiatives. Key contact points may include custodians, registrar and IBOR/ABOR service providers.
- Support New Business Initiative Approval (NBIA) initiatives by coordinating required materials, tracking actions, and assisting with obtaining required sign-offs.
Required qualifications, capabilities, and skills
- Bachelor's degree or equivalent in finance, business administration or related disciplines.
- Basic understanding of onshore and offshore funds, including mutual funds and ETFs.
- Self-motivated team player with a positive attitude and strong time management skills.
- Strong and persuasive communication skills, both written and verbal, with the confidence to engage with senior leaders and business users.
- Fluency/proficient in both Mandarin and English required.
- Strong attention to detail, accuracy, and commitment to quality.
- Stays current on industry, market, product, and competitive trends.
Preferred qualifications, capabilities, and skills
- Local regulatory licenses are preferred, including SITCA Sales, or Senior Securities Specialist
- Proven track record of successfully delivering results through effective project management and execution.
- Background in project management and a sound understanding of middle office and/ or fund administration operations is preferred.
- Experiences in Foreign Asset Management, with a focus on analyzing and delivering business strategies.
- Familiarity with UCITS SICAV funds is an advantage.
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
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