JPMorgan Chase CIB - Fund Services Operations - Associate - Boston in Boston, Massachusetts
CIB - Fund Services Operations - Associate - Boston
J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk, performs fund services for institutional clients and extends liquidity in markets around the world.
The Operations Associate will lead a Mutual Fund service team responsible for ensuring high quality services across all mutual fund product offerings provided by Global Fund Services. The successful candidate will partner with the technology, operations and product teams to own the overall delivery of services provided to our clients. . The successful candidate will lead a team with a focus on client oversight and reporting. The OSD manager will drive client issue resolution, ensure proper execution on client deliverables, communicate client status updates and provide KPIs to senior management to ensure appropriate escalation and prioritization of all client issues.
The incumbent will also be accountable for building and maintaining a network of partners throughout the Corporate Investment Bank operational and service delivery organizations in order to promote client focus and drive overall service quality.
To be successful, the candidate must have a strong sense of ownership and understanding of 40 act deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax, Compliance and Financial Reporting services.
Global Distributed Operating Model Management
Work with Technology, Operations and Stakeholders to determine process improvements and strategic direction, including development of and monitoring of ROI.
Daily BAU Query Management and Resolution
Responsible for Issue Management, Escalation and Remediation
Coordinate Client Requested Changes to Operating Model and Reporting
Responsible for Client Behavior changes associated with all JP Morgan’s services and initiatives/programs
Lead and coordinate client service reviews, MI meetings/client workshops and represent JP Morgan at industry events.
Coordinate Client Fund Launches and Migrations for all JP Morgan FSO services
Successful delivery of all Client Adhoc Reporting
Coordinate Client and Audit Management Time Table Financial Reporting and Tax Cycles
Support Audit Comments on Draft Financial Statements
Manage Financial Reporting Client Comments and Updates
Manage Tax Escalations and Significant Queries / Issues with the Client Auditor
3-5 years of experience in Operations
Strong technical skills including accounting principles and theories
Knowledge of 40 ACTs Accounting-Fund Accounting, Financial Reporting and Tax Operations
Ability to be effective in a global operating environment and a matrix management organizations
Exceptional leadership and staff development skills with prior team management experience
Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Strong client service skills
Analytical skills, problem solving, good critical thinking and decision-making skills
Experience working across multiple business areas and/or functions to deliver results
Excellent verbal and written communication skills; executive presentation skills
Ability to work independently and multitask in a fast paced environment
Working knowledge of one or more CIB/FSO product, service or operations areas preferred
Relationship building skills - develop internal and external partnerships to drive results
Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to senior management.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
Primary Location US-MA-Boston-451 D Street / 51304
Organization CORPORATE & INVESTMENT BANK
Job Type Standard
Shift Day Job
Req ID: 170027412