at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Fund Servicing Associate I** at JPMorganChase in Bengaluru, efficiently manages end-to-end Transfer Agency operations, ensuring accurate service delivery. Key responsibilities include oversight of daily processing, stakeholder management, process improvement, and service level agreement adherence. The role requires at least 4-5 years of experience in Transfer Agency or related financial services, with strong operational risk management, leadership, and communication skills. A Bachelor's degree in Finance, Commerce, or related field is essential. Opportunities for driving strategic outcomes and leading process transformations exist.
- Compensation
- Not specified
- City
- Bengaluru
- Country
- India
Currency: Not specified
Full Job Description
Location: Bengaluru, Karnataka, India
Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.
As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
- Manage the end-to-end operational workflow across Transfer Agency functions, ensuring accurate and timely service delivery.
- Provide leadership and oversight for daily processing activities while maintaining a strong control environment.
- Monitor operational performance against established service level agreements, quality standards, and key risk indicators.
- Drive effective workforce planning, resource allocation, training, and succession planning to maximize team capacity and productivity.
- Ensure all operational controls, reconciliations, and client-related activities are completed within defined deadlines and governance requirements.
- Manage the resolution of client inquiries, service issues, and operational escalations in partnership with internal stakeholders.
- Review and maintain Standard Operating Procedures (SOPs) to ensure alignment with regulatory requirements, risk frameworks, and business processes.
Identify opportunities for process enhancement, automation, and efficiency improvements across Transfer Agency operations.
Required qualifications, capabilities, and skills
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
- Proven experience in Transfer Agency Operations, Fund Services, Securities Operations, or a related financial services environment.
- Strong knowledge of operational processes across Transfer Agency, Reconciliation, Settlements, Asset Servicing, Custody, Trade Support, and associated control functions.
- Demonstrated experience leading and developing teams in a fast-paced operational environment.
- Strong understanding of operational risk management, regulatory requirements, and control frameworks.
- Strong stakeholder management and communication skills, with the ability to engage effectively across all organizational levels.
Preferred qualifications, capabilities, and skills
- Experience managing managers or leading large teams within Fund Services or Transfer Agency Operations.
- Strong understanding of mutual funds, investment products, and fund servicing processes.
- Demonstrated experience leading process improvement, transformation, or automation initiatives.
- Ability to influence and drive strategic business outcomes across multiple stakeholder groups.
- Experience working within a global operating model and partnering with cross-regional teams.
- Knowledge of industry regulations and best practices impacting Transfer Agency and Fund Services operations.
