Asset Management Operations - Core Operations - Associate

Location: Taipei, Taiwan

Job Family: Fund Servicing

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client service excellence. Our Asset Management division is at the forefront of delivering sophisticated investment solutions to institutional and high-net-worth clients worldwide. As an Associate in Asset Management Operations - Core Operations, based in our Taipei, Taiwan office, you will play a pivotal role in our Fund Servicing category. This position involves managing critical operational functions such as regulatory reporting, account maintenance, and APAC fee billing, ensuring seamless support for our asset management activities across the region. You will contribute to maintaining the high standards of accuracy and efficiency that define JP Morgan Chase's operations in the competitive financial services industry. In this role, you will handle the preparation and submission of regulatory reports to Taiwan's Financial Supervisory Commission and other APAC regulators, while maintaining client accounts through meticulous onboarding, updates, and reconciliations. Your responsibilities will extend to overseeing the APAC fee billing cycle, from calculation to invoicing and resolution of discrepancies, all while collaborating with cross-functional teams to uphold compliance and operational integrity. At JP Morgan Chase, we value precision and proactive problem-solving, and you will have opportunities to drive process enhancements that optimize our core operations, directly impacting the firm's ability to serve clients effectively in the dynamic APAC markets. Joining our Taiwan team means becoming part of a supportive, diverse environment where professional growth is prioritized. You will work alongside experienced professionals in a state-of-the-art facility, leveraging JP Morgan Chase's global resources to tackle complex challenges in asset management. This role offers exposure to cutting-edge financial technologies and regulatory landscapes, fostering your development in the asset management sector. If you are detail-oriented, analytically minded, and passionate about the financial services industry, this position at JP Morgan Chase provides a rewarding platform to advance your career while contributing to our mission of powering the progress of the world's leading institutions.

Key Responsibilities

• Prepare and submit accurate regulatory reports to Taiwan and APAC authorities, ensuring compliance with local and international standards
• Maintain and update client accounts, including onboarding, amendments, and reconciliation of investment positions
• Oversee the end-to-end APAC fee billing process, including calculation, invoicing, and dispute resolution
• Collaborate with internal teams such as portfolio managers and compliance to support fund servicing operations
• Monitor and resolve operational issues related to trade settlements, NAV calculations, and data integrity
• Implement process improvements to enhance efficiency in core operations within the Asset Management division
• Conduct quality assurance reviews on operational outputs to minimize errors and risks
• Liaise with external vendors and regulators to facilitate smooth reporting and account management
• Support ad-hoc projects, such as system migrations or regulatory change implementations
• Ensure adherence to JP Morgan Chase's risk management and control frameworks in all activities

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 3 years of experience in asset management operations, fund servicing, or financial services
• Strong understanding of regulatory reporting requirements in the APAC region, including Taiwan-specific regulations
• Proficiency in account maintenance processes for investment funds and client portfolios
• Experience with fee billing and reconciliation in asset management environments
• Fluency in English and Mandarin Chinese, both written and spoken
• Ability to work in a fast-paced, deadline-driven environment with high attention to detail

Preferred Qualifications

• Advanced degree or certification such as CFA, FRM, or CPA
• Prior experience with JP Morgan Chase systems or similar financial platforms
• Knowledge of APAC market regulations and cross-border fund operations
• Experience in handling complex regulatory filings for asset management firms
• Demonstrated project management skills in operational improvements

Required Skills

• Regulatory compliance knowledge
• Account reconciliation expertise
• Fee calculation and billing proficiency
• Data analysis and reporting
• Attention to detail
• Problem-solving abilities
• Communication skills (verbal and written)
• Time management in high-pressure settings
• Proficiency in Microsoft Excel and financial software
• Understanding of fund accounting principles
• Risk assessment and mitigation
• Team collaboration and stakeholder management
• Adaptability to regulatory changes
• Analytical thinking
• Bilingual proficiency in English and Mandarin

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off including vacation, sick leave, and public holidays
• Professional development programs, including tuition reimbursement and access to internal training
• Employee wellness initiatives, such as gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Taipei
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.