Associate I - Global Fund Services Operations Service Delivery

• 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.
• 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 Fund Services Operations Service Delivery Associate within the Global Fund Services team, you will play a crucial role in delivering top-notch service across all institutional and / or mutual fund product offerings.

You will collaborate with technology, operations, and product teams to guarantee successful service delivery to our clients.

Additionally, you will work closely with both internal and external stakeholders to resolve issues promptly and keep senior management updated on client status.

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 daily queries across the fund services provided
• Handle all 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 actively in periodic client meetings
• Guide 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 principles (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
• Experience in fund operations, preferably in client-facing roles
30+ days ago