Associate II - Operations Service Delivery at JPMorgan Chase Bank, N.A. in Boston, Massachusetts

Job Description:

To be successful, the candidate must have a strong sense of ownership and understanding of Investment Company Act of 1940 deliverables, a proven track record leading operational teams and a working knowledge of fund accounting processes and deliverables.

Key Responsibilities

- Daily contact with our clients and their outside administrators/advisors.

- Oversee offshore team's processing of Corporate Actions

- Engage in developing internal reviews of accounting records of Corporate Actions, and process as described on internal and external vendors.

- Research and respond/escalate queries from internal/external teams.

- Maintaining tax files from COAC teams

- Assist Tax department in forecasting actions during excise season.

- Work closely with offshore COAC teams in reprocessing highly complex actions and reviewing these entries.

- Actively participate in periodic internal meetings.

- Query management and resolution.

- Responsible for issue management, escalation and remediation.

- Track highly complex actions, work with tax department, and internal and external vendors and coordinate taxability treatment.

- Coordinate client fund launches and migrations for JPM Morgan Corporate action services.

- Ensure successful delivery of client reporting.

- Assist with accounting queries related to the financial reporting/audit process.

Qualifications

- 3-7 years of experience in mutual fund taxation operations.

- Strong technical skills including mutual fund accounting and generally accepted accounting principles (GAAP).

- Exposure to mutual fund taxation laws

- Preferably exposure to Complex Corporate Actions..

- Ability to be effective in a global operating environment and a matrix management organizations.

- Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients.

- Analytical skills, problem solving, good critical thinking and decision-making skills.

- Experience working across multiple business areas and/or functions to deliver results.

- Excellent verbal and written communication skills; executive presentation skills.

- Ability to work independently and multi-task in a fast paced environment.

- Relationship building skills - ability to develop internal and external partnerships to drive results.

- Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to senior management.JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans