Asset Management Operations - Service Delivery Associate
at J.P. Morgan
Posted 17 days ago
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Join the Asset Management Operations team supporting the Taiwan Service Delivery function, providing oversight of outsourced fund administration services and ensuring accurate delivery of fund accounting, fee billing, regulatory reporting and lifecycle events. You will collaborate with local and regional stakeholders to drive process improvements, automation initiatives and governance enhancements while monitoring regulatory impacts. The role involves vendor management, root-cause analysis of recurring issues, and implementation of internal controls and policy updates. Strong communication with internal and external parties and escalation where required are key aspects of the position.
- Compensation
- Not specified
- City
- Taipei
- Country
- Taiwan
Currency: Not specified
Full Job Description
Location: Taipei, Taiwan
Are you looking for an unique opportunity to advance your in depth knowledge of asset management and contribute to a growing international business in a fast paced and innovative environment? This is the right role for you if you want to work with local stakeholders as well as regional team on achieving the strategic goals for the Taiwan Service Delivery team.
As a Fund Servicing Associate within Asset Management Operations team, you will work within a team to develop and manage the oversight and governance process across on our key Fund Administration vendor for the Taiwan business. You will collaborate with other stakeholders on key initiatives on process changes and efficiency projects, and engage effectively with key internal and external stakeholders within Taiwan as well as across the overall Asia Pacific Operations organization.
Job responsibilities
- Provide oversight for Fund Accounting, Fee Billing, Regulatory Reporting, restructures, product and fund life cycle events, as well as all related services delivered by our outsourced vendor in Taiwan and other overseas locations
- Engage in communicating with senior stakeholder and proactive relationship management with internal and/or external parties and provide escalation as required
- Influence and drive change incorporating business and client requirements
- Support the team with technical expertise especially in the areas of Funds and ETFs, operational processes and vendor management
- Assist in service delivery initiatives and provide a focus around automation, utilizing various tools to enhance operational efficiency
- Monitor market developments in different markets and understand how regulations impact operational processes and the funds
- Assist in design, develop and coordinate the oversight and governance framework by updating policies and procedures to comply with local regulations and implementing and monitoring internal controls to ensure compliance
- Analyze root-cause of recurring issues through regular review of metrics, assist in developing programs for service enhancements arising from these reviews, and assist in Fund reviews and ad-hoc global projects implementation across the wider business
- Review operational processes to identify areas for enhancement and identify and escalate key risks and participate in resolution
- Bachelors Degree in Business, Accounting, Finance, or other related disciplines
- Minimum 2 years of relevant working experience within the financial services industry within an Asset Management or Securities Services Organization
- Demonstrated experience and current working knowledge of fund accounting processes and deliverables
- Strong technical skills, including understanding of Accounting Principles and securities types
- Excellent interpersonal skills and ability to maintain good stakeholder relationships
- Experience working within a fast paced environment where accuracy is critical
- Root-cause analysis and corrective action capabilities with a risk mindset
- Proficiency in written and spoken English and Mandarin to interact with local and global stakeholders
- Proficiency in MS Excel, PowerPoint
- Professional License like SITCA License, or Senior Brokerage License is a must
- Proven team player and self-starter with strong operational skills
Preferred qualifications, capabilities, and skills
- Experience and understanding of Transfer Agency will be considered to be an advantage
- Demonstrated proficiency with Python, Alteryx, UiPath
- Knowledge in business intelligence and data visualization platform such as Business Objects, Qlikview and QlikSense
