JP Morgan

Two and a half years in program management and operational strategy within Investor Services.

Process excellence

I structured the operational process, created SLAs between stakeholders, and delivered robust business-as-usual for the onboarding of JP Morgan’s biggest client, BlackRock, with $1.3 trillion in assets.

Program management

I oversaw the transition from a third-party transaction lifecycle management tool to an in-house JP Morgan platform, working across technology, business, and operations teams.

I sat on the JP Morgan service review team alongside clients, brokers, and counterparts across verticals, and was part of the team planning resiliency and laying the charter and governance for cross-location strategy.

Why this still matters

Everything after this has been startups, where the instinct is to treat process as overhead. Two years inside an institution that moves trillions of dollars teaches you which processes are bureaucracy and which ones are the only thing standing between you and a very expensive mistake. Knowing the difference is useful when you are the person deciding what to build first.