Job Description
Join the Client Service team at J.P. Morgan Asset Management, where we prioritize exceptional service and integrated client servicing. You'll collaborate with various roles, including a Client Advisor, Account Manager, and Portfolio Manager, while also maintaining operational support for JPMorgan Funds. This dynamic role requires efficient prioritization, flexibility, and adherence to established policies and legal requirements.
As a Project Manager within the J.P. Morgan Asset Management team, you will be responsible for executing key deliverables within the strategic business agenda across the business. You will interact with Senior Management, Product Groups, Finance, and Business Risk Management and external partners including the Fund's transfer agent.
Job Responsibilities:
- Manage several multi-step projects of varying complexity with multiple deadlines, ensuring all assigned projects are completed on schedule.
- Maintain the agreed and appropriate oversight of our Transfer Agent & Sub Registers.
- Serve as the escalation point for any operational issues both for the Transfer Agent and internal AM teams, as well as escalation towards the Funds Board.
- Review, monitor, and report on data for effective data analysis and management.
- Understand and define business needs in the context of short- and long-term objectives.
- Lead the team in documenting risk and implementing steps to reduce risk, independently analyzing situations and identifying solutions that control risk.
- Develop and deploy procedures by routinely reviewing and updating them, identifying trends, and implementing procedures to improve current processes.
- Provide back-up support to team members as needed.
Required qualifications, capabilities and skills:
- Extensive experience with Microsoft Word and Excel required. Strong analytical skills; high-attention to detail and able to quickly identify, analyze and solve problems.
- Excellent verbal and non-verbal communication and presentation skills; able to communicate effectively across varying audiences and run meetings.
- Able to make sound decisions in the absence of detailed instructions; ability to work independently.
- Strong time management skills and able to prioritize in a demanding environment; able to manage deadlines in a fast-paced business with frequent changes and short deadlines. Strong organizational skills; able to manage and complete a broad range of concurrent assignments/projects with efficiency and accuracy.
- Demonstrates a high degree of integrity, initiative, challenge and drive and effectively contributes to a dynamic team environment.
- Understanding of the mutual fund and retirement industry
Preferred qualifications, capabilities, and skills:
- Experience with Microsoft Access preferred. Technical know-how - Tableau, Alteryx, Python, UI - Path & Spectrum workflow capabilities.
- Working knowledge of SS&C (DST) systems - TA2000, TA2000 Desktop, AWD preferred. Working knowledge of statement and media production preferred. Working and Adobe Experience Manager Forms software preferred
- FINRA Series 6 and Series 63 licenses preferred.
- Tenacity - takes personal responsibility for pursuing a line of action and does not take the easy option.
- Influencing skills - takes action to build own reputation and credibility with others.
- Attention to detail - takes personal responsibility to ensure that work meets the highest quality standards.
- Team working skills - listens and considers the views of others. Strong all round skills including excel and preferable macros/programming. Good organizational skills - sense of urgency, meeting deadlines, pushes for decisions to be made.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
