Senior Investment Onboarding & Regulatory Reporting Expert

Testing Site - JPMC; Greater London; On-site; GBP 90,000 - 120,000; Full time

Job summary

JPMorgan Asset Management seeks a skilled professional to join the Global Client Onboarding team in an advisory capacity for institutional client mandates and fund launches. You will coordinate onboarding and regulatory reporting across asset types and geographies, partnering with product, operations, and vendor teams to deliver compliant, client-focused solutions.

The role requires strong accounting knowledge, cross-functional collaboration, and the ability to work independently across

Qualifications

• Undergraduate degree in finance or accounting; Masters/CFA/CPA a plus but not required.
• Experience with multiple investment types and regulatory reporting/filings.
• Ability to work under tight deadlines.

Responsibilities

• Project manage end-to-end onboarding for institutional and strategic client mandates.
• Act as client liaison during onboarding and ongoing service.
• Coordinate across operations, client reporting, portfolio management, vendor management, and sales.
• Support audit initiatives with proper documentation.

Skills

Investment accounting

Regulatory reporting

Project management

Client onboarding

Education

Bachelor's degree in finance or accounting

Tools

Clearwater Analytics

Job description

JPMorgan Asset Management seeks a skilled professional to join the Global Client Onboarding team in an advisory capacity for institutional client mandates and fund launches. You will coordinate onboarding and regulatory reporting across asset types and geographies, partnering with product, operations, and vendor teams to deliver compliant, client-focused solutions.

The role requires strong accounting knowledge, cross-functional collaboration, and the ability to work independently across