LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Securities Services - Traditional Fund Services Product Management - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Securities Services Associate - Traditional Fund Services Product Management** - **Role**: Associate in Traditional Fund Services Product Management, focused on supporting fund administration clients and driving business development. - **Responsibilities**: Execute product strategy, maintain industry presence, collaborate cross-functionally, track business opportunities, and ensure regulatory compliance. - **Key Skills & Experience**: 5+ years in investment services, CPA preferred, securities industry knowledge, proven critical thinking, excellent communication skills, team player. - **Location**: Boston, MA, USA - **Additional Skills**: Familiarity with industry conferences, and ability to develop strategies and profitability assessments desirable.

Compensation
Not specified

Currency: Not specified

City
Boston
Country
United States

Full Job Description

Location: Boston, MA, United States

At JPMorgan Chase, we believe every team member should feel valued and empowered from their very first interaction. As an Associate in the Traditional Fund Services Product Management team, you will play a pivotal role in supporting fund administration clients and advancing business development opportunities. You will execute product strategy, maintain industry presence, and collaborate across key business stakeholders to deliver best-in-class service. If you thrive in a dynamic environment and are passionate about driving innovation in investment services, this role could be your next step.

Job responsibilities

  • Support the Fund Administration product offering with 5+ years experience
  • Execute product strategy and roadmap, including new product offerings and technology development
  • Maintain active industry presence by attending conferences, reviewing whitepapers, and participating in panels
  • Liaise directly with key clients and internal stakeholders to ensure best-in-class service delivery
  • Collaborate across Operations, Technology, Sales, and Service teams
  • Monitor and track new business opportunities
  • Review client change requests and align to strategic priorities
  • Develop reporting to assess profitability and oversee operational expenses
  • Maintain oversight of key vendor relationships, including internal risk assessments and scorecards
  • Serve as escalation point for issues and conduit for Product-related requests
  • Ensure activities are reflected in risk and controls self-assessment and business control forums
  • Required qualifications, capabilities, and skills

  • Minimum of 5 years of investment services or relevant experience
  • Bachelors degree required; CPA preferred
  • Knowledge of the securities industry and applicable regulatory and operational requirements for fund accounting and administration
  • Proven ability to multi-task and think critically
  • Strong oral and written communication skills; excellent interpersonal skills
  • Team player respected as a trusted partner with Business, Operations, Finance, and Legal teams
  • Preferred qualifications, capabilities, and skills

  • Experience with fund administration product offerings
  • Ability to develop actionable strategies and roadmaps
  • Strong analytical skills for profitability and operational assessment
  • Familiarity with industry conferences and panel participation
  • Support fund administration clients and drive business development for a leading global financial institution.

    Securities Services - Traditional Fund Services Product Management - Associate

    Compensation

    Not specified

    City: Boston

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    a month ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    **Securities Services Associate - Traditional Fund Services Product Management** - **Role**: Associate in Traditional Fund Services Product Management, focused on supporting fund administration clients and driving business development. - **Responsibilities**: Execute product strategy, maintain industry presence, collaborate cross-functionally, track business opportunities, and ensure regulatory compliance. - **Key Skills & Experience**: 5+ years in investment services, CPA preferred, securities industry knowledge, proven critical thinking, excellent communication skills, team player. - **Location**: Boston, MA, USA - **Additional Skills**: Familiarity with industry conferences, and ability to develop strategies and profitability assessments desirable.

    Full Job Description

    Location: Boston, MA, United States

    At JPMorgan Chase, we believe every team member should feel valued and empowered from their very first interaction. As an Associate in the Traditional Fund Services Product Management team, you will play a pivotal role in supporting fund administration clients and advancing business development opportunities. You will execute product strategy, maintain industry presence, and collaborate across key business stakeholders to deliver best-in-class service. If you thrive in a dynamic environment and are passionate about driving innovation in investment services, this role could be your next step.

    Job responsibilities

  • Support the Fund Administration product offering with 5+ years experience
  • Execute product strategy and roadmap, including new product offerings and technology development
  • Maintain active industry presence by attending conferences, reviewing whitepapers, and participating in panels
  • Liaise directly with key clients and internal stakeholders to ensure best-in-class service delivery
  • Collaborate across Operations, Technology, Sales, and Service teams
  • Monitor and track new business opportunities
  • Review client change requests and align to strategic priorities
  • Develop reporting to assess profitability and oversee operational expenses
  • Maintain oversight of key vendor relationships, including internal risk assessments and scorecards
  • Serve as escalation point for issues and conduit for Product-related requests
  • Ensure activities are reflected in risk and controls self-assessment and business control forums
  • Required qualifications, capabilities, and skills

  • Minimum of 5 years of investment services or relevant experience
  • Bachelors degree required; CPA preferred
  • Knowledge of the securities industry and applicable regulatory and operational requirements for fund accounting and administration
  • Proven ability to multi-task and think critically
  • Strong oral and written communication skills; excellent interpersonal skills
  • Team player respected as a trusted partner with Business, Operations, Finance, and Legal teams
  • Preferred qualifications, capabilities, and skills

  • Experience with fund administration product offerings
  • Ability to develop actionable strategies and roadmaps
  • Strong analytical skills for profitability and operational assessment
  • Familiarity with industry conferences and panel participation
  • Support fund administration clients and drive business development for a leading global financial institution.