Associate II - Global Fund Services Operations Service Delivery

Location: Boston, MA, United States

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 focus. The Associate II - Global Fund Services Operations Service Delivery role within our Asset & Wealth Management division is pivotal in supporting the operations team that drives success for clients and stakeholders in the Fund Services organization. Based in Boston, MA, this position involves hands-on management of fund servicing operations, ensuring seamless delivery of services for a diverse portfolio of mutual funds, hedge funds, and alternative investments. You will play a key role in maintaining operational excellence, mitigating risks, and fostering strong client relationships in a dynamic, high-stakes environment. In this role, you will oversee critical processes such as trade settlements, NAV calculations, and reconciliations while collaborating with cross-functional teams to resolve complex issues and implement efficiency enhancements. Your work will directly contribute to JP Morgan Chase's commitment to regulatory compliance and superior client service, leveraging cutting-edge technology and data-driven insights to optimize fund operations. This is an opportunity to grow within a world-class institution, where your expertise in financial services will help deliver value to institutional investors and asset managers globally. We value professionals who thrive in collaborative settings and are passionate about the financial industry. As an Associate II, you will mentor junior team members, lead process improvement initiatives, and contribute to strategic projects that align with JP Morgan Chase's vision for innovation in fund servicing. Join us to advance your career while making a tangible impact on the success of our clients and the broader financial ecosystem.

Key Responsibilities

• Oversee daily operations for fund servicing, including trade processing, reconciliations, and NAV computations to ensure accuracy and timeliness
• Collaborate with internal stakeholders and external clients to resolve operational issues and enhance service delivery
• Monitor and ensure compliance with regulatory standards and internal policies in fund administration
• Analyze operational data to identify inefficiencies and implement process improvements within the Global Fund Services team
• Support client onboarding and ongoing servicing for mutual funds, hedge funds, and alternative investments
• Manage risk assessments and control procedures to mitigate operational risks in fund servicing activities
• Contribute to team projects aimed at driving innovation in fund operations at JP Morgan Chase
• Provide training and guidance to junior associates on operational best practices
• Liaise with technology teams to integrate new tools and automate fund servicing workflows
• Prepare reports and dashboards for senior management on key performance metrics in fund operations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in fund services operations or financial services
• Strong understanding of mutual funds, hedge funds, or alternative investment structures
• Proficiency in regulatory requirements such as SEC, FINRA, and global fund servicing standards
• Experience with operational processes including NAV calculations, trade settlements, and reconciliations
• Demonstrated ability to manage client relationships in a high-volume operations environment
• Availability to work in Boston, MA, with potential for hybrid or on-site requirements

Preferred Qualifications

• Advanced certification such as CFA, FRM, or Series 7/63 licenses
• Experience with JP Morgan Chase systems or similar financial platforms like Aladdin or Charles River
• Prior exposure to global fund servicing across multiple jurisdictions
• Background in process improvement or Lean Six Sigma methodologies
• Familiarity with ESG (Environmental, Social, and Governance) factors in fund operations

Required Skills

• Fund accounting and operations expertise
• Regulatory compliance knowledge
• Client relationship management
• Data analysis and reporting
• Process optimization and automation
• Risk management and controls
• Attention to detail and accuracy
• Problem-solving and critical thinking
• Communication and stakeholder collaboration
• Proficiency in Microsoft Excel and financial software
• Time management in fast-paced environments
• Team leadership and mentoring
• Adaptability to changing regulations
• Analytical mindset for operational metrics
• Technical aptitude for system integrations

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase locations
• Hybrid work flexibility and commuter benefits for Boston employees

JP Morgan Chase is an equal opportunity employer.