JPMorgan Fund Operations - Transfer Agency Investor 

China, Hong Kong, Kowloon 

637044879

As a Transfer Agency Investor Services Analyst in our Fund Operations team, you will serve as the main contact for shareholders and fund promoters. Your responsibilities include addressing queries, sending daily reports, and coordinating with stakeholders. You must respond quickly and accurately, and proactively direct queries to the right teams. This role offers the chance to work in a dynamic environment and significantly impact our operations.

Job responsibilities:

• Build a stable relationship with the investors of our clients to ensure effective cooperation and solid understanding of the client’s/investor’s culture and the relevant fund structures
• Deliver high quality customer service so as to complete increasingly complex tasks on time and accurately
• Monitor and answer investor related queries ranging across diverse areas of investor activities such as dealing, payments and cash within the agreed turnaround times and ensure appropriate follow-up on all outstanding queries in a timely manner.
• Release investor correspondence (contract notes, dividend notes and monthly statement etc.,) ensuring that they are released within the agreed deadlines as outlined in the Service Level Agreements.
• Provide daily/weekly/monthly reports to fund promoters and other internal departments
• Prepare audit confirmation for investors and fund auditors
• Conduct telephone call back on all submitted changes to bank mandates, authorized signatories and contact details
• Manage investor complaints in accordance with complaint policy
• Maintain an effective, interactive relationship with internal Transfer Agency Operations Managers
• Represent J.P. Morgan to external partners such as clients, potential clients and vendors in a professional manner.
• Keep necessary controls to meet service delivery standards in relation to the handling of investor enquiries

Required qualifications, capabilities, and skills:

• Bachelor’s Degree in Business, Finance, Economic, or relevant disciplines
• At least 1 years of experience in Fund Operations, Fund Administration, or Transfer Agency related roles
• Proven experience in managing internal and external clients at senior level
• Fluency in English, Cantonese and Mandarin – Business spoken and written.
• Ability to read and type simplified and traditional Chinese is required
• Extensive working knowledge of Microsoft Office products including Word, Excel Digital Solution tools and Outlook
• Team player, professional and proactive approach to work, positive attitude, remain poised under pressure, client service focus and ability to adapt to change
• Able to quickly understand technical, procedural and functional information to solve problems and deliver information to investors
• Client centricity with focus on high quality service delivery
• Demonstrate a keen eye for details; look for and mitigate inherent and residual risks
• Be able to work in a multi-cultural environment with virtual teams

Preferred qualifications, capabilities, and skills:

• Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem‑solving efforts when appropriate
• Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction
• Ability to adapt to a fast changing challenging environment
• Proactively recognize and act upon opportunities to improve processes ensuring operating procedures are up-to-date by communicating required amendments to management whilst strictly adhering to all company policies and procedures