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Vice President - Global Fund Services Financial Reporting Team

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

J.P. Morgan’s Corporate & Investment Bank 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. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional Treasury services, including budgeting/expense processing, distribution processing, and audit support. 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.

As a Vice President within the Global Fund Services Financial Reporting team, you will be accountable for building effective relationships with internal team members, J.P. Morgan senior management, and the client, as well as for the overall management, staffing, organization and development of a team.  You will also be responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.

Job responsibilities

  • Build and maintain effective working relationship with client and consistently demonstrate and refine best-in-class client service
  • Engage with client’s legal counsel, auditors, and other external vendors regarding reporting, filings, and examinations; oversee creation of correspondence and materials for distribution to client’s management and fund board of directors
  • Communicate proactively with client regarding all financial reporting matters, including potential service issues and regulatory changes; manage client concerns, escalate to senior management, and recommend action plans
  • Ensure client Service Level Agreement, Key Performance Indicators, and other deadlines are met, including accurate and timely delivery of client-specific and regulatory reporting, such as financial statements and filings
  • Own the overall management, staffing, organization, and development of a team including hiring, performance management, and training; provide guidance and training to team and ensure appropriate execution on changes to regulatory requirements and treatment / disclosure of complex financial instruments and transactions
  • Identify / mitigate risk and improve workflow efficiency through development and documentation of best practice processes and procedures; approve adjustments and improvements to departmental / team procedures and applicable system enhancements
  • Partner with Client Service / Relationship Management teams on materials for, and actively participate in, client and prospective client presentations; represent Financial Reporting on ad hoc and cross-product project teams

Required qualifications, capabilities, and skills

  • Advanced problem solving / issue resolution skills and an ability to anticipate issues and proactively drive initiatives to achieve results 
  • Proven ability to operate effectively in a matrix organization and work under pressure within tight timeframes; advanced analytical, prioritization, organizational, and time management skills
  • Exceptional leadership and staff development abilities with prior team management experience
  • Demonstrated consensus-building and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients; excellent verbal and written communication skills
  • Control focus with an advanced and thorough understanding of operational controls and risk; advanced knowledge of business processes, procedures, and systems including downstream impacts
  • Advanced technical expertise relating to derivatives accounting and reporting; strong technical understanding of the investment industry including knowledge of SEC and IRS rules / regulations and GAAP accounting standards
  • Bachelor’s Degree 

Preferred qualifications, capabilities, and skills

  • Ten plus years of Financial Reporting, Fund Administration, Accounting and/or Custody experience preferred
  • Bachelor’s Degree (Accounting or Finance preferred) or equivalent experience
  • Proficient using Microsoft Project, Word, Excel, and PowerPoint

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