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JPMorgan Chase Associate - Financial Reporting in Boston, Massachusetts


  • Continuously build and maintain effective working relationships with internal team members, as well as with other J.P. Morgan teams and client

  • Consistently demonstrate best-in-class client service

  • Address and effect change with respect to client behavior issues

  • Review and deliver client-specific reporting

  • Review and deliver regulatory reporting, such as financial statements and regulatory reports

  • Act as liaison between client and external vendors (e.g., printer)

  • Actively participate in internal and external audits

  • Provide guidance to and train team on changes to regulatory requirements

  • Manage tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager

  • Manage client SLAs and delivery of KPIs

  • Proactively communicate with client regarding potential service issues

  • Represent Financial Reporting operations internally on cross-product project teams

  • Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT)

  • Provide guidance regarding treatment of complex financial transactions and financial statement disclosure

  • Act as a primary contact for client inquiries, requests, and ad hoc projects relating to financial reporting

  • Develop and implement internal project plan for fund and client events

  • Develop and implement production calendar for financial reporting cycles

  • Recommend adjustments and improvements to departmental / team procedures and applicable system enhancements

  • Monitor team inbox for queries and identify appropriate responsible party; respond to client inquiries

  • Assist with the overall management, staffing, organization, and development of a team including hiring, training, development, and performance management

  • Manage, escalate, and remediate issues


  • Ability to work independently and multi-task in a fast paced environment

  • Advanced analytical, prioritization, organizational, and time management skills

  • Excellent customer service skills with attention to detail

  • Team player with the ability to work productively within a group

  • Leadership and staff development skills

  • Excellent verbal and written communication skills

  • Problem solving / issue resolution skills

  • Control focus with an understanding of operational risk

  • Knowledge of business processes, procedures, and systems including downstream impacts

  • Exposure to derivatives accounting and reporting

  • Proficient using Microsoft Project, Word, Excel, and PowerPoint

  • 8+ years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred

  • Bachelor's Degree (Accounting or Finance preferred) or equivalent experienceJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans