Asset Management - Intermediary Payment Transformation and Analysis Lead - Senior Associate

JPMorgan Chase

  • Columbus, OH
  • Permanent
  • Full-time
  • 8 days ago
Job Category: Client ServiceJob Description:Join a dynamic role that is central to shaping our strategic vision, actively participating in product cabinets, and collaborating with stakeholders to define and execute a transformative roadmap.As an Intermediary Payment Transformation and Analysis Lead within Assessment Management you will be responsible for enhancing the oversight of our Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution. You will play a crucial role in supporting the deliverables of JPMDS to the Funds Board and collaborating with Finance and Accounting to ensure data accuracy. This role is pivotal in building out a strategic target state as an active member of product cabinets and engaging with stakeholders across the organization to define and execute roadmap.Job responsibilities
  • Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
  • Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
  • Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA). Identify, research and rectify variances or errors
  • Lead error research and remediation
  • Spearhead process improvements, including oversight of vendor tool enhancements
  • Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
  • Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
Required qualifications, capabilities and skills
  • Bachelor's degree required with a focus in Finance or Business
  • Minimum of 2 years relevant experience
  • Data focused decision making and quantitative analysis skills
  • Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
  • Proven end to end problem-solving skills
Preferred qualifications, capabilities, and skills
  • Knowledge of the Asset Management industry and mutual fund structures
  • Strong Microsoft Office application skills with a focus on Excel
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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 for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransAbout 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.​

JPMorgan Chase