Associate II - Global Fund Services Operations Service Delivery

Location: Boston, MA, United States

Job Family: Client Service Delivery

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. The Associate II - Global Fund Services Operations Service Delivery role in our Boston, MA office is pivotal in leading the operations team that powers the success of our clients and stakeholders within the Fund Services organization. In this position, you will drive operational excellence in fund administration, ensuring timely and accurate delivery of services such as net asset value (NAV) calculations, trade settlements, and investor reporting for a diverse portfolio of mutual funds, hedge funds, and alternative investments. As part of our Asset & Wealth Management division, you will collaborate with cross-functional teams to uphold the highest standards of compliance and efficiency, contributing to JP Morgan Chase's reputation as a trusted partner in the financial services industry. Your leadership will be key in managing a dynamic team, fostering a culture of continuous improvement and accountability. Responsibilities include overseeing daily workflows, resolving complex operational challenges, and leveraging technology to streamline processes in a regulated environment governed by SEC and international standards. You will engage directly with clients and internal partners to anticipate needs, mitigate risks, and enhance service delivery, all while aligning with JP Morgan Chase's commitment to innovation and sustainable growth. This role offers the opportunity to influence strategic initiatives that support our global fund services platform, serving institutional investors and asset managers worldwide. Joining JP Morgan Chase means becoming part of a collaborative, inclusive environment where your expertise can make a tangible impact. We value diverse perspectives and provide robust resources for professional development, enabling you to advance your career in financial services. If you are a proactive leader passionate about operations in asset management, this position in Boston offers a platform to excel and grow within one of the world's most respected financial institutions.

Key Responsibilities

• Lead a team of operations professionals to ensure seamless delivery of fund services, including trade processing, cash management, and reporting
• Oversee daily operations for client portfolios, driving efficiency and minimizing operational risks in alignment with JP Morgan Chase standards
• Collaborate with internal stakeholders, including sales, product, and compliance teams, to enhance client satisfaction and service quality
• Monitor key performance indicators (KPIs) and implement process improvements to support the growth of the Global Fund Services organization
• Ensure compliance with regulatory requirements and internal controls, conducting regular audits and risk assessments
• Manage client escalations and provide strategic insights to resolve complex operational issues
• Foster a high-performance team culture through coaching, development, and performance management
• Contribute to the development of operational strategies that align with JP Morgan Chase's global objectives in asset management
• Analyze operational data to identify trends and recommend enhancements to service delivery models

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 client delivery
• Proven track record in leading operations teams within a high-volume, regulated environment
• Strong understanding of global fund administration, including NAV calculations, reconciliations, and regulatory reporting
• Experience with financial systems such as Charles River, Aladdin, or similar platforms
• Knowledge of SEC, FINRA, and international financial regulations relevant to fund services
• Ability to manage multiple stakeholders and deliver results in a fast-paced setting

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications like CFA or CAIA
• Prior experience at a major financial institution like JP Morgan Chase in asset servicing
• Familiarity with alternative investments such as hedge funds or private equity
• Demonstrated leadership in process improvement initiatives using Lean or Six Sigma methodologies

Required Skills

• Leadership and team management
• Fund accounting and reconciliation expertise
• Regulatory compliance knowledge (SEC, FINRA)
• Client relationship management
• Process optimization and automation
• Data analysis and reporting (Excel, SQL)
• Risk assessment and mitigation
• Project management methodologies
• Communication (verbal and written)
• Problem-solving in high-pressure environments
• Financial systems proficiency (e.g., Aladdin, Bloomberg)
• Stakeholder collaboration
• Attention to detail
• Adaptability to changing regulations
• Strategic thinking for operational efficiency

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 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 further education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options for work-life balance
• Access to JP Morgan Chase's global mobility programs for career advancement

JP Morgan Chase is an equal opportunity employer.