JPMorgan Chase Investment Management – Technical Product Owner in New York, New York

This role is responsible for execution and delivery of a strategic Investments Book of Records solution for Asset Management front and middle office. Key capabilities include:

  • Front office view of positions and transactions; independent of custody and accounting.

  • Single authoritative source for IBOR and ABOR - no exceptions around region, asset classes, fund type, etc.

  • Source of truth for COB, SOB, intra-day, and historical data sets (since inception).

  • Data segregation and visibility rules to support external clients (multi-tenancy).

  • Offers timeliness, accuracy, completeness, fast speed of access, and data quality guarantees.

Job Description:

  • Project Execution Lead acts as a Product Owner + Project Manager. You will bring functional expertise in Asset Management data and lifecycle of trades and securities. In addition, you will bring laser sharp focus and attention to details towards project execution, tracking, course correction, escalations, etc.

  • You will coordinate and help run working group meetings for this initiative with members from operations, technology, CDO, and select others from front office and external parties.

  • You will be hands-on in the discovery of investment accounting differences amongst regions and amongst front office, accounting, and custodian/fund administrator views. You will get sign-off on current and target state processes around reconciliation of these views.

  • First deliverable will be a proof of concept for a select set of accounts / asset classes / region(s).

  • You will lead the documentation of a functional specification for the target solution.

  • You will also be responsible for coordinating user acceptance testing, being single point of contact for production sign-off, data migration (from legacy to new world), and lead the effort on prod-parallel, as needed.

  • You should be able to build lightweight prototype models in excel / Tableau.

  • Project Management throughout the full systems development life cycle using both Agile and waterfall methodologies

  • Develop project budgets, tracks actuals against forecast and remains within departmental guidelines for variance

  • Drive issue escalation and resolution; risk identification and mitigation and the overall removal of roadblocks that impede progress of the project

  • Complete written and verbal status reporting

  • Defining, documenting, and communication of standardized Agile delivery processes to be adopted by various teams

  • Defining key performance indicators for status reporting and applying strong data analytical skills in order to produce meaningful metrics for managing Agile delivery

  • Liaise with management in key stakeholder groups (i.e. Business, Operations, Technology, Risk, Legal, etc.)

  • Development and implementation of work plans

  • Coordination across various cross impacted teams

We are building the #1 Asset Management Technology platform in the world and we need exceptional, motivated, and world-class talent to join the Portfolio Core Technology team at JP Morgan Asset Management. You must have a passion for delivering transformational technology platform and services to business (internal and external clients).

Our Asset and Wealth Management division is driven by innovators like you who are driven to create technology solutions that make us work more efficiently and help our businesses grow. It’s our mission to efficiently take care of our clients’ wealth, helping them get, and remain properly invested. Across 27 cities, our team of 4,600 agile technologists thrive in a cloud-native environment that values continuous learning using a data-centric approach in developing innovative technology solutions.

J.P Morgan Chase & Co. is a leading global financial services firm, with assets of $2.0 trillion, and operations in more than 100 countries. We are a leader in asset management, investment banking, private banking, treasury and securities services, and financial services for consumers, small business, and commercial banking. Our broad global platform and strength enable us to create long-lasting value for our clients. A component of the Dow Jones Industrial Average, J.P Morgan Chase serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional, and government clients under its J.P Morgan and Chase brands. More information about the firm is available at at .


  • MUST: At least a BS degree from a reputed university/college. Certification / diploma / degree in finance or economics or CFA preferred.

  • MUST: Understanding of Asset Management value chain and corresponding data sets – lifecycles of trades and securities and valuation of holdings. Understanding of investment accounting of equities, futures, fixed income, and derivatives is a plus.

  • MUST: Experience working through entire lifecycle of at least one large complex application build-out and delivery for either a large financial organization or a top-class technology product team.

  • 7+ years of experience in the role of Project Manager / Program Manager / Project Delivery lead and 5-7 years of experience in non-lead PM roles. Experience building a truly distributed architecture based system, especially involving large data volumes and real-time distribution will be huge plus.

  • Knowledge of CI/CD, DevOps tool chain, and a test-driven approach to agile delivery is expected.

  • Knowledge of project management framework and methodologies is expected. Certifications like PMP, PgMP, PMI-ACP, PfMP are a plus.

  • Proven leadership qualities as well as high performance track record

  • Hands on experience with project management tools such as JIRA, Confluence, MS Project, etc.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.