Associate Ii - Investment Middle Office Services Client Operations jobs at Jpmorgan in United States, Boston
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United States
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Boston
86 jobs found
18.09.2025
JPM
JPMorgan AI Operations Strategy Transformation Office United States, Massachusetts, Boston
Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting. Advance and mature the portfolio management process...
Analyze and review client portfolio trade orders, ensuring alignment with intended investment and tax outcomes. Produce, analyze, and support presentation of periodic platform-level portfolio oversight reporting. Conduct ad-hoc client and...
Maintain the books and records of Hedge/Hybrid and Private Equity funds. Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments...
Maintain the books and records of Hedge/Hybrid and Private Equity funds. Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments...
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
Lead the strategic onboarding process for new clients, ensuring timely and accurate setup of accounts and Client Operations services across various work streams, including IBOR, Reconciliations, Oversight, and Reporting. Partner...
Design and implement a fair and transparent profitability framework for Payments clients in collaboration with stakeholders. Identify causes of negative client profitability and drive initiatives to improve outcomes. Enhance transparency...
Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting. Advance and mature the portfolio management process...
Are you looking to take the next step on your journey in the tech industry? Do you want a job that will give you the opportunity to build your skills and boost your career? We have an exciting role opening with JPMorgan in the US, Boston - Associate II Investment Middle Office Services Client Operations.
This role will be pivotal in providing operational support to the Investment Middle Office Services for Global Private Banking & Wealth Management (GPBWM) portfolio, while also supporting the financial advisors. Your work will be essential in supporting fee collection, account payable and receivable services, and processing client account opening and cash activity. You will be utilizing your problem-solving skills to investigate income inquiry, managing exceptions and settlements and rebalancing portfolio.
The successful candidate will have a keen eye for detail, comprehensive understanding of the investment processes, as well as experience of working in a financial service environment.
You will also be responsible for ensuring that all transactions are cleared and reconciled and for identifying and correcting discrepancies during problem resolution and trade processing. You must be proficient with all Microsoft Office Suite applications, have excellent interpersonal and communication skills, and be driven to deliver high-quality customer services.
Your work will be also be focused on developing a deep understanding of the GPBWM client experience and bank systems.
If you’re a motivated individual looking to advance your career in the tech industry, this is an excellent opportunity. Join a world leading financial services institution and help make a difference!