Associate I - Toronto, Canada - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.
JPMorgan Chase Bank, N.A.
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Posting 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.


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

  • 510 years of experience in fund operations, preferably in clientfacing 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 decisionmaking skills
  • Ability to work independently and multitask 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.


We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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