As a Senior Specialist, process investor transactions, maintain registers, produce reports, ensure compliance, and collaborate with global teams.
Job Description
Job Summary:
As a Senior Team Member in Alternative Fund Services - Transfer Agency, you will process investor transactions and maintain investor registers. You will collaborate with global teams to ensure compliance with JPMorgan's Risk Management policies. Your role is crucial in producing accurate reports and driving strategic initiatives.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Job Summary:
As a Senior Team Member in Alternative Fund Services - Transfer Agency, you will process investor transactions and maintain investor registers. You will collaborate with global teams to ensure compliance with JPMorgan's Risk Management policies. Your role is crucial in producing accurate reports and driving strategic initiatives.
Job Responsibilities:
- Process trades and investor transactions.
- Partner within TA Ops and AIS teams.
- Maintain high standards for quality assurance.
- Produce client and investor reporting.
- Collaborate with leadership teams.
- Follow established processes and procedures.
- Modify processes to improve accuracy.
- Identify and action priority items.
- Escalate issues as necessary.
- Resolve aged items relentlessly.
- Ensure team is 'Always Audit Ready'.
Required Qualifications, Capabilities, and Skills:
- Hold a Bachelor's degree.
- Demonstrate extensive knowledge of Microsoft Office.
- Have up to 2 years' experience in Financial Services.
- Exhibit proficiency in Excel functions like VLOOKUP.
- Communicate effectively orally and in writing.
- Work independently with strong follow-through.
- Understand alternative funds operations.
Preferred Qualifications, Capabilities, and Skills:
- Be a proactive team player.
- Solve problems with a positive attitude.
- Work precisely in fast-paced environments.
- Exhibit strong oral and written communication.
- Collaborate effectively with global teams.
- Drive strategic initiatives.
- Maintain audit readiness at all times.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Excel
MS Office
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