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JPMorgan Vice President - Global Fund Services Financial Reporting 
United States, Massachusetts, Boston 
386149774

14.09.2024

Job responsibilities

  • Build and maintain effective working relationship with client and consistently demonstrate and refine best-in-class client service
  • Engage with client’s legal counsel, auditors, and other external vendors regarding reporting, filings, and examinations; oversee creation of correspondence and materials for distribution to client’s management and fund board of directors
  • Proactively communicate with client regarding all financial reporting matters, including potential service issues and regulatory changes; manage client concerns, escalate to senior management, and recommend action plans
  • Ensure client Service Level Agreement, Key Performance Indicators, and other deadlines are met, including accurate and timely delivery of client-specific and regulatory reporting, such as financial statements and filings
  • Own the overall management, staffing, organization, and development of a team including hiring, performance management, and training; provide guidance and training to team and ensure appropriate execution on changes to regulatory requirements and treatment / disclosure of complex financial instruments and transactions
  • Identify / mitigate risk and improve workflow efficiency through development and documentation of best practice processes and procedures; approve adjustments and improvements to departmental / team procedures and applicable system enhancements
  • Partner with Client Service / Relationship Management teams on materials for, and actively participate in, client and prospective client presentations; represent Financial Reporting on ad hoc and cross-product project teams

Required qualifications, capabilities, and skills

  • Advanced problem solving / issue resolution skills and an ability to anticipate issues and aggressively drive initiatives to achieve results
  • Proven ability to operate effectively in a matrix organization and work under pressure within tight timeframes; advanced analytical, prioritization, organizational, and time management skills
  • Exceptional leadership and staff development abilities with prior team management experience
  • Demonstrated consensus-building and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients; excellent verbal and written communication skills
  • Control focus with an advanced and thorough understanding of operational controls and risk; advanced knowledge of business processes, procedures, and systems including downstream impacts
  • Advanced technical expertise relating to derivatives accounting and reporting; strong technical understanding of the investment industry including knowledge of SEC and IRS rules / regulations and GAAP accounting standards
  • Bachelor’s Degree or equivalent experience; proficient using Microsoft Project, Word, Excel, and PowerPoint

Preferred qualifications, capabilities, and skills

  • 10 plus years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred
  • Bachelor's Degree (Accounting or Finance preferred)