Associate I - Global Fund Services Operations Service Delivery

JPMorganChase; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

A leading company in financial services is seeking a Global Fund Services Operations Service Delivery Associate in Toronto. This role involves high-quality service delivery across fund offerings, collaboration with various teams, and managing client relationships. Ideal candidates will possess extensive experience in fund operations and strong technical accounting skills, enabling them to support effective client service and project management.

Qualifications

• 5+ years of experience in fund operations, ideally in client-facing roles.
• Strong technical skills in fund accounting and GAAP.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Manage and resolve queries across fund services.
• Coordinate client fund launches and changes.
• Drive internal projects for efficiency and automation.

Skills

Fund accounting

Accounting principles

Analytical problem solving

Communication skills

Negotiation skills

Tools

Microsoft Project

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Microsoft Visio

Job description

As a Global Fund Services Operations Service Delivery Associate you will be a key member of a fund service team responsible for high quality service delivery across all institutional and / or mutual fund product offerings provided by Global Fund Services. You will partner with the technology operations and product teams to ensure the successful delivery of services provided to our clients. You will also collaborate with internal and external stakeholders to ensure issues are resolved in a timely manner and client status updates are communicated to senior management.

To be successful you must have a strong sense of ownership and understanding of Investment Company Act of 1940 deliverables and a working knowledge of accounting deliverables for Fund Accounting Tax Compliance and Financial Reporting services.

Job Responsibilities

• Management and resolution of queries across the fund services provided
• Responsible for issue management escalation and remediation
• Coordinate client requested changes to operating model and reporting
• Coordinate client fund launches and migrations for all JP Morgan fund services
• Ensure successful delivery of client reporting
• Participate in periodic client meetings
• Drive internal projects to achieve consistency efficiency and automation

Required Qualifications Capabilities and Skills

• Five plus years of experience in fund operations preferably in clientfacing roles
• Strong technical skills including fund accounting and generally accepted accounting principles (GAAP)
• Excellent influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients to drive results
• Analytical problem solving critical thinking and decisionmaking skills
• Ability to work independently and multitask in a fast paced environment
• Excellent verbal and written communication skills; executive presentation skills
• Expert use of Microsoft Project Word Excel PowerPoint and Visio

Preferred Qualifications Capabilities and Skills

• Ability to be effective in a global operating environment and a matrix management organization
• Experience working across multiple business areas and / or functions to deliver results

Required Experience :

Exec

Key Skills

Employment Type : Full-Time

Department / Functional Area : Operations

Experience : years

Vacancy : 1

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