associate Boston, MA
Job description
As a Fund Services Operations Service Delivery Associate, you will be a key member of a fund service team responsible for high quality service delivery across all institutional and/or mutual fund product offerings provided by Global Fund Services. You will partner with the technology, operations and product teams to ensure the successful delivery of services provided to our clients. You will also collaborate with internal and external stakeholders to ensure issues are resolved in a timely manner and client status updates are communicated to senior management.
To be successful, you must have a strong sense of ownership and understanding of Investment Company Act of 1940 deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax, Compliance and Financial Reporting services.
Job Responsibilities
- Daily query management and resolution across the fund services provided
- Responsible for issue management, escalation and remediation
- Coordinate client requested changes to operating model and reporting
- Coordinate client fund launches and migrations for all JP Morgan fund services
- Ensure successful delivery of client reporting
- Actively participate in periodic client meetings
- Guide internal projects to achieve consistency, efficiency and automation
Required Qualifications, Capabilities and Skills
- 5-10 years of experience in fund operations, preferably in client-facing roles
- Strong technical skills including fund accounting and generally accepted accounting fundamentals (GAAP)
- Excellent influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients to guide results
- Analytical, problem solving, critical thinking and decision-making skills
- Ability to work independently and multi-task in a fast paced environment
- Excellent verbal and written communication skills; executive presentation skills
- Expert use of Microsoft Project, Word, Excel, PowerPoint, and Visio
Preferred Qualifications, Capabilities and Skills
- BS/BA degree
- Ability to be effective in a global operating environment and a matrix management organization
- Experience working across multiple business areas and/or functions to deliver results
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
ABOUT THE TEAM
