Continuously build and maintain effective working relationships with internal team members, as well as with other J.P. Morgan teams, J.P. Morgan senior management, and client
Consistently demonstrate and continuously refine best-in-class client service
Address and effect change with respect to client behavior issues
Review and deliver client-specific reporting
Review and deliver regulatory reporting, such as financial statements and regulatory reports
Act as liaison between client and external vendors (e.g., printer)
Actively participate in internal and external audits
Provide guidance to and train team on changes to regulatory requirements
Manage client SLAs and delivery of KPIs
Proactively communicate with client regarding potential service issues
Represent Financial Reporting operations internally on cross-product project teams
Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT)
Provide guidance regarding treatment of complex financial transactions and ensure financial statement disclosure
Act as a primary contact for client inquiries, requests, and ad hoc projects relating to financial reporting
Develop and implement internal project plan for fund and client events
Develop and implement production calendar for financial reporting cycles
Approve adjustments and improvements to departmental / team procedures and applicable system enhancements
Own the overall management, staffing, organization, and development of a team including hiring, training, and performance management
Escalate client concerns to senior management and recommend action plans
Identify clients impacted by regulatory changes and other issues, and communicate as necessary
Manage, escalate, and remediate issues
Partner with Relationship Management and Sales teams on materials for, and actively participate in, client and prospective client presentations
Identify and mitigate risks through development of improved processes and procedures
Improve efficiencies of workflow streams and identify best practice solutions for department and company-wide issues
Develop and document controls, procedures, and training materials for requirements related to existing and new SEC rules
Ensure accurate and timely delivery of services to clients and completion of regulatory reports
Oversee correspondence for distribution to client's management and fund board of directors
Work with client's legal counsel and external auditors regarding filings, examinations, and reporting
Qualifications:
Advanced issue resolution skills and ability to anticipate issues and aggressively drive initiatives to achieve results
Advanced analytical, prioritization, organizational, and project management skills
Proven ability to operate effectively in a matrix organization and work under pressure within tight timeframes
Exceptional leadership and staff development skills with prior team management experience
Excellent verbal and written communication skills
Demonstrated consensus-building and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
Control focus with an advanced and thorough understanding of operational risk
Advanced knowledge of business processes, procedures, and systems including downstream impacts
Advanced technical expertise relating to derivatives accounting and reporting
Strong technical understanding of the investment industry including knowledge of SEC and IRS rules / regulations and GAAP accounting standards
Proficient using Microsoft Project, Word, Excel, and PowerPoint
10+ years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred
Bachelor's Degree (Accounting or Finance preferred) or equivalent experience
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.
