Securities Services - Traditional Fund Services Product Management - Associate

JPMorgan Chase & Co.; Boston (MA); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking an Associate in the Traditional Fund Services Product Management team to support fund administration clients and advance business development opportunities. You will execute product strategy, coordinate across Operations, Technology, Sales, and Service teams, and liaise with clients to ensure best-in-class service delivery in a dynamic investment services environment.

The role emphasizes risk awareness, reporting, and collaboration with internal partners to drive

Qualifications

• Minimum of 5 years of investment services or relevant experience.
• Bachelor’s degree required; CPA preferred.
• Knowledge of securities industry and regulatory/operational requirements for fund accounting and administration.
• Ability to multi-task and think critically.
• Strong verbal and written communication; interpersonal skills.

Responsibilities

• Support the Fund Administration product offering with 5+ years’ experience.
• Execute product strategy and roadmap, including new product offerings and technology development.
• Maintain active industry presence by attending conferences, reviewing whitepapers, and participating in panels.
• Liaise directly with key clients and internal stakeholders to ensure best-in-class service delivery.
• Collaborate across Operations, Technology, Sales, and Service teams.
• Monitor and track new business opportunities.
• Review client change requests and align to strategic priorities.
• Develop reporting to assess profitability and oversee operational expenses.
• Maintain oversight of key vendor relationships, including internal risk assessments and scorecards.
• Serve as escalation point for issues and conduit for Product-related requests.
• Ensure activities are reflected in risk and controls self-assessment and business control forums.

Skills

Investment services experience

Multi-tasking

Communication skills

Team player

Education

Bachelor’s degree

CPA preferred

Job description

At JPMorgan Chase, we believe every team member should feel valued and empowered from their very first interaction. As an Associate in the Traditional Fund Services Product Management team, you will play a pivotal role in supporting fund administration clients and advancing business development opportunities. You will execute product strategy, maintain industry presence, and collaborate across key business stakeholders to deliver best-in-class service. If you thrive in a dynamic environment and are passionate about driving innovation in investment services, this role could be your next step.

Job responsibilities

• Support the Fund Administration product offering with 5+ years’ experience
• Execute product strategy and roadmap, including new product offerings and technology development
• Maintain active industry presence by attending conferences, reviewing whitepapers, and participating in panels
• Liaise directly with key clients and internal stakeholders to ensure best-in‑class service delivery
• Collaborate across Operations, Technology, Sales, and Service teams
• Monitor and track new business opportunities
• Review client change requests and align to strategic priorities
• Develop reporting to assess profitability and oversee operational expenses
• Maintain oversight of key vendor relationships, including internal risk assessments and scorecards
• Serve as escalation point for issues and conduit for Product‑related requests
• Ensure activities are reflected in risk and controls self‑assessment and business control forums

Required qualifications, capabilities, and skills

• Minimum of 5 years of investment services or relevant experience
• Bachelor’s degree required; CPA preferred
• Knowledge of the securities industry and applicable regulatory and operational requirements for fund accounting and administration
• Proven ability to multi‑task and think critically
• Strong oral and written communication skills; excellent interpersonal skills
• Team player respected as a trusted partner with Business, Operations, Finance, and Legal teams

Preferred qualifications, capabilities, and skills

• Experience with fund administration product offerings
• Ability to develop actionable strategies and roadmaps
• Strong analytical skills for profitability and operational assessment
• Familiarity with industry conferences and panel participation