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Associate II - Global Fund Services Operation Service Delivery

JPMorgan Chase
Boston, MA Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 3/21/2025

JPMorgan is one of the world’s top five most admired and prominent companies.  People are our strength and the diverse talents they bring to our global teams are directly linked to our success.  We embrace a culture of continuous learning, and we are passionate about using technology and process improvements that enable our world class team to achieve great results for clients. Come join us and be a part of one of the best financial services companies in the world. 

As a Operations Service Delivery Associate within the Global Fund Services team, 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

  • Manage and resolve queries across the fund services provided
  • Be 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
  • Participate in periodic client meetings
  • Drive internal projects to achieve consistency, efficiency and automation

Required Qualifications, Capabilities and Skills

  • 5 plus years of experience in fund operations
  • 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 drive 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
  • 5 plus years of experience in fund operations, preferably in client-facing roles

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