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The role calls for a highly motivated individual, preferably with a Fund Services operations background, effective problem solving and communication skills.
As a Global Fund Services - Change Strategy Team - Associate in Fund Services you will be given responsibility for delivering high profile project management and data automation change assignments on behalf of the business. You will manage your own project book while being a part of a team of driven individuals.
Responsible for Business Analysis and project management for multiple services within JP Morgan Fund Services business. e.g. Fund accounting, Transfer Agent, Reconciliation, Financial Reporting, Static Data , Trades , COAC & Income.
The role involves detailed analysis of business processes in order to identify difference in operating model along with tactical and strategic solution productivity opportunities, in order to make the process cost effective and efficient.
Domain Expert for the team
Act as escalation point & ensure timely and appropriate escalation of actual/ potential delays and issues with the Supervisors and Mgmt.
Job Summary: This position is to understand and analyze different opportunities in the Fund Accounting business. Change person should be able to conduct process study, analyze and identify opportunities for tactical and strategic automation, elimination of manual processes, operational efficiencies, operating model gap and other value add areas.
The team has a global remit and will work with all the local Client Centre, utilities, Fund Admin and the Accounting Centre leads/teams across locations to agree and implement a future operating model and architecture that will significantly reduce operating costs and time to deliver. It will improve delivery and experience for all Fund Service Clients. This is a leadership role within a project delivery team that partners with technology & product development to design, develop and implement enhanced solutions in relation to taxation services &/or financial reporting services.
To succeed in this role you must have Analysis, documentation and coaching skills gained from experience in the finance industry, ideally in a back office environment within accounting services &/or financial reporting. You will be a highly organized individual who thrives in a demanding and fast paced work environment. The role calls for a highly motivated individual, preferably with a Fund Services Operations background and effective problem solving and communication skills. Your leader will seek your expertise and give you the support to achieve.
Job Responsibilities:
- Liaise with Fund Accounting functions to study existing processes, systems and capabilities with ability. Ability to draw process flow
- Understand the impact of a variety of client fund structures in the context of system static data setup. Lead reviews of functional processes across the GFSO organization to reduce overall operational risk and build a more robust end-to-end process - get to the bottom of ‘why’, answer the ‘so what’, and utilize creative problem-solving.
- Develop and leverage a digitalisation skillset and a data-centric mindset to identify and execute process improvement. Create outstanding visual and verbal stories to help articulate this journey
- Identify process gaps and make recommendations on how to address identified gaps, as well as implications for team structure, location strategy, functional alignment. Building strong partnerships with Operations, Product and Technology teams to lead, design and deliver high-quality solutions
- Engage with stakeholders using strong interpersonal and influencing skills to challenge the process.
- Run a book of work; own and project manage key deliverables, working to tight deadlines and leading projects from initiation to conclusion.
Required Qualifications, Capabilities and Skills:
- 5 year+ experience in fund services business
- Understanding of Fund Services - Fund Accounting (primary), Reporting, Performance and Compliance functions (secondary). Ability to understand financial aspects of balance sheets, accounting, tax, client adjustments
- A commitment to excellence and attention to detail with the ability to align those details to the big picture strategy
- Strong organisational, multi-tasking and prioritization skills
- Excellent verbal and written communication skills and the ability to succinctly communicate complex issues to audiences
- Proactive mindset, self-motivated and able to work with higher degree of independence
- Strong Microsoft Excel and PowerPoint skills
- Sound knowledge of intelligent automation toolkit: Alteryx, Tableau, UiPath, Xceptor
- Strong knowledge of signavio, process flow & diagrams and ability to show bottlenecks and comparative analysis Capability of presenting to an Executive Director level audience will be expected
Preferred qualifications, capabilities & skills:
- Experience in working in a project management team is highly desirable
- Strong knowledge of Fund Accounting would be an advantage
- A track record of delivering multiple projects
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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
