JPMorgan Lead Expert Global Insurance Accounting & Servicing – Executive Director 

United Kingdom, England, London 

329943034

As a Lead Expert in Global Insurance Accounting & Servicing – Executive Director in our Global Client Onboarding team, you will provide a comprehensive understanding of investment accounting and regulatory reporting needs across diverse asset types. You will have the opportunity to use your strong accounting and financial reporting skills, developed through relevant university studies, and demonstrate your ability to collaborate across multiple business lines with a solid "clients come first" mentality. You will be able to work independently across multiple geographies and have a general understanding of common regulatory reporting pronouncements, rules, and disclosures. In this role, you will play a crucial part in developing new client relationships and supporting existing business while enhancing what J.P. Morgan Asset Management can offer clients. You will enjoy crafting investment solutions using best practices and creating client presentations to clearly communicate proposed solutions. As you deepen your understanding of the product offering we serve, this role will naturally create opportunities to present to internal stakeholders, clients, and prospects in a highly promoten sales environment, while continuing education on the ever-changing landscape of multiple regulatory agencies and their reporting needs.

Job responsibilities

• Ensure JPM’s infrastructure is properly set up to support evolving client and prospect needs globally for a wide variety of asset types, including accounting and regulatory reporting compliance.
• Serve as a functional subject matter expert, demonstrating a high degree of independent decision-making, autonomy, and sound judgment.
• Manage the project of new account onboardings for institutional and strategic client mandates.
• Act as the point of contact with and for the client during the end-to-end onboarding process, and service future client needs.
• Liaise with other parts of the organization, including operations, client account management, client reporting, portfolio management, vendor management, and sales teams.
• Support key audit initiatives with consistent documentation within J.P. Morgan Asset Management.
• Form global relationships quickly and develop a key network of contacts to source information both internally and externally.
• Initiate projects independently across a broad constituency to effect and evolve change.
• Support and research various new regulatory investment accounting and reporting-related pronouncements.
• Apply local GAAP, STAT, IFRS, and other regulatory accounting treatments to complex investment accounting transactions and demonstrate an understanding of key implications. Work with clients to explain how such treatment impacts their income statement and/or balance sheet.
• Support the global client onboarding teams to develop best practice standards and consistency, and identify ways to improve processes/procedures to enhance the client experience.

Required qualifications, capabilities, and skills

• Extensive hands-on experience in accounting within an insurance company or insurance-related support organizations.
• An undergraduate degree in finance or accounting, or relevant work experience that demonstrates the appropriate skills.
• Several years' experience working with multiple investment types and/or regulatory reporting and filings.
• The ability to work effectively under tight deadlines.
• Knowledge of regulatory frameworks such as the National Association of Insurance Commissioners (NAIC), Securities and Exchange Commission (SEC), Bermuda Monetary Authority (BMA), and Solvency II, along with their respective reporting requirements.

Preferred qualifications, capabilities, and skills

• Knowledge of multiple asset classifications and types, including derivatives, fixed income, loan-backed and structured securities, private equity, bank loans, and limited partnerships.
• Experience in accounting or financial reporting roles within insurance (Life and/or P&C) or financial services companies that service insurance companies.
• Experience with and knowledge of the Clearwater Analytics platform.
• Strong written communication skills, including the ability to prepare high-quality presentation materials for clients.
• Ability to articulate complex investment strategies and processes clearly and concisely, with comfort in interacting with clients during meetings and over the phone.
• Solid knowledge of balance sheet and income statement components.