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JPMorgan Chase Vice President - Global Fund Services Financial Reporting in Boston, Massachusetts

J.P. Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. J.P. Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services. We embrace a culture of continuous learning, and we are passionate about using technology and process improvements that enable our world class team to achieve great results for clients.

As a Vice President within the Global Fund Services Financial Reporting team, you will be accountable for building effective relationships with internal team members, J.P. Morgan senior management, and the client, as well as for the overall management, staffing, organization and development of a team. As well as, being responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.

Job responsibilities

  • Build and maintain effective working relationship with client and consistently demonstrate and refine best-in-class client service

  • Engage with client's legal counsel, auditors, and other external vendors regarding reporting, filings, and examinations; oversee creation of correspondence and materials for distribution to client's management and fund board of directors

  • Proactively communicate with client regarding all financial reporting matters, including potential service issues and regulatory changes; manage client concerns, escalate to senior management, and recommend action plans

  • Ensure client Service Level Agreement, Key Performance Indicators, and other deadlines are met, including accurate and timely delivery of client-specific and regulatory reporting, such as financial statements and filings

  • Own the overall management, staffing, organization, and development of a team including hiring, performance management, and training; provide guidance and training to team and ensure appropriate execution on changes to regulatory requirements and treatment / disclosure of complex financial instruments and transactions

  • Identify / mitigate risk and improve workflow efficiency through development and documentation of best practice processes and procedures; approve adjustments and improvements to departmental / team procedures and applicable system enhancements

  • Partner with Client Service / Relationship Management teams on materials for, and actively participate in, client and prospective client presentations; represent Financial Reporting on ad hoc and cross-product project teams

Required qualifications, capabilities, and skills

  • Advanced problem solving / issue resolution skills and an ability to anticipate issues and aggressively drive initiatives to achieve results

  • Proven ability to operate effectively in a matrix organization and work under pressure within tight timeframes; advanced analytical, prioritization, organizational, and time management skills

  • Exceptional leadership and staff development abilities with prior team management experience

  • Demonstrated consensus-building and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients; excellent verbal and written communication skills

  • Control focus with an advanced and thorough understanding of operational controls and risk; advanced knowledge of business processes, procedures, and systems including downstream impacts

  • Advanced technical expertise relating to derivatives accounting and reporting; strong technical understanding of the investment industry including knowledge of SEC and IRS rules / regulations and GAAP accounting standards

  • Advanced technical expertise relating to SEC Form N-PORT, N-CEN and CPO-PQR

  • Bachelor's Degree or equivalent experience; proficient using Microsoft Project, Word, Excel, and PowerPoint

Preferred qualifications, capabilities, and skills

  • 10 plus years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred

  • Bachelor's Degree (Accounting or Finance preferred)

JPMorgan 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

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