Asset Management - Operations – Transfer Agent Analyst - Associate/VP

Location: Shanghai, China

Job Family: Fund Servicing

About the Role

JPMorgan Asset Management (JPMAM) China Operations is seeking a dedicated Transfer Agent Analyst at the Associate or VP level to join our high-performing team in Shanghai. As a key player in our Fund Servicing category, you will contribute to the seamless operation of our asset management services, supporting the growth of JPMorgan Chase's presence in the dynamic Chinese financial market. This role offers the opportunity to work on cutting-edge fund operations, leveraging global expertise while navigating local regulatory nuances, and playing a vital part in delivering exceptional value to our clients and investors. In this position, you will handle core transfer agency responsibilities, including processing investor transactions, maintaining accurate records, and ensuring compliance with both Chinese securities laws and international standards. You will collaborate closely with cross-functional teams, including portfolio managers, custodians, and compliance officers, to resolve issues efficiently and drive operational excellence. Your analytical skills will be essential in reconciling data, generating insightful reports, and identifying opportunities for process improvements that enhance efficiency and reduce risks in our fund servicing ecosystem. At JPMorgan Chase, we pride ourselves on fostering a culture of innovation, integrity, and inclusion. As part of our global network, you will have access to world-class resources, mentorship from industry leaders, and opportunities for career progression within one of the world's leading financial institutions. If you are passionate about asset management operations and eager to make an impact in a fast-evolving industry, this role provides the platform to excel and grow in Shanghai's vibrant financial hub.

Key Responsibilities

• Support daily transfer agency operations for JPMAM China funds, including investor account maintenance and transaction processing
• Perform data reconciliation and validation to ensure accuracy in net asset value (NAV) reporting
• Collaborate with internal teams and external custodians to resolve operational discrepancies and queries
• Monitor compliance with local and international regulatory standards for fund servicing
• Assist in the implementation of new fund launches and operational enhancements
• Generate reports and analytics on operational performance and risk metrics
• Contribute to process automation initiatives to improve efficiency in transfer agency functions
• Provide training and support to junior team members on operational procedures
• Liaise with clients and stakeholders to address servicing needs and ensure high service levels
• Participate in audits and ensure documentation meets JPMorgan Chase's quality standards

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in asset management operations or transfer agency services
• Strong understanding of fund servicing processes, including NAV calculations and investor transactions
• Proficiency in regulatory requirements for asset management in China and international markets
• Experience with financial systems and data reconciliation in a high-volume environment
• Fluency in English and Mandarin, both written and spoken
• Ability to work in a fast-paced, team-oriented environment with a focus on accuracy and compliance

Preferred Qualifications

• Advanced degree or certification in finance (e.g., CFA or equivalent)
• Prior experience with JPMorgan Chase or similar global financial institutions
• Knowledge of Chinese securities regulations and cross-border fund operations
• Familiarity with transfer agency software and automation tools
• Proven track record in process improvement and operational efficiency initiatives

Required Skills

• Proficiency in Microsoft Excel and financial modeling tools
• Knowledge of fund accounting and transfer agency systems (e.g., HiPortfolio or similar)
• Strong analytical and problem-solving abilities
• Excellent attention to detail and data accuracy
• Effective communication and interpersonal skills
• Regulatory compliance and risk management expertise
• Time management in high-pressure environments
• Team collaboration and leadership potential
• Familiarity with SQL or data querying for reporting
• Understanding of blockchain or emerging fintech in asset management
• Multitasking across multiple fund servicing projects
• Adaptability to changing regulatory landscapes
• Customer service orientation for investor relations
• Process optimization and lean methodology knowledge
• Bilingual proficiency in English and Mandarin

Benefits

• Competitive base salary and performance-based bonuses aligned with JPMorgan Chase's global standards
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities through JPMorgan Chase's internal training programs and tuition reimbursement
• Employee wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid options where applicable
• Global mobility support for career advancement within JPMorgan Chase

JP Morgan Chase is an equal opportunity employer.