Performs routine fund servicing transactions related to fund accounting and administration, ensuring accuracy and policy compliance. Collaborates with operations, financial controllers, and external stakeholders to improve processes and operating efficiency. Builds effective working relationships through emotional intelligence, active listening, and questioning. Identifies and implements improvements that strengthen operational resilience. Familiarity with AI-powered analytics, workflow automation, or intelligent process tools is preferred.
Join JPMorganChase as a Fund Services Associate I and become an integral part of our dynamic team. This role offers a unique opportunity to enhance your career by working closely with operations, financial controllers, and external partners. You'll be at the forefront of ensuring smooth fund servicing operations while contributing to process improvements. Embrace the chance to grow your skills in a supportive environment that values innovation and collaboration.
As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
As a Fund Servicing Associate I within JPMorganChase, you will play a pivotal role in enhancing our operational services related to fund accounting and administration. Your work will have a meaningful impact within our department, as you apply your broad knowledge of fund servicing principles and practices to perform diverse activities requiring analysis and judgement. With your advanced emotional intelligence, you will build trusting relationships with peers, managers, and stakeholders, fostering a collaborative environment. Your continuous improvement mindset will drive you to propose and implement improvements to our current working methods, contributing to the efficiency and resilience of our operating platform.
Job responsibilities
- Execute routine transactions related to fund servicing, ensuring accuracy and compliance with established policies and procedures.
- Collaborate with operations and financial controllers to streamline processes and enhance efficiency in fund servicing operations.
- Foster a collaborative environment by leveraging emotional intelligence skills to build trusting relationships with peers, managers, and stakeholders.
- Propose and implement improvements to current working methods, contributing to the efficiency and resilience of our operating platform.
Required qualifications, capabilities, and skills
- Demonstrated expertise in fund servicing operations, with at least three years of experience focusing on fund accounting and administration, evidenced by successful execution of related tasks and responsibilities.
- Advanced emotional intelligence skills, with a track record of building trusting relationships and fostering collaboration in a professional setting.
- Experience in proposing and implementing process improvements, with a focus on enhancing efficiency and resilience in an operational environment.
- Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
Preferred qualifications, capabilities, and skills
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Similar Jobs
Big Data • Information Technology • Software • Analytics • Energy
Administers and analyzes sales compensation programs, including commission payout processing, data auditing, dispute resolution, plan modeling, reporting, and dashboard maintenance. Partners with sales, finance, and HR teams to ensure accurate payouts, compliance, documentation, and process improvements. Requires strong Excel modeling skills, CRM and incentive compensation platform experience, analytical ability, communication skills, and independent judgment.
Top Skills:
CaptivateiqExcelPerformioSalesforceVaricentXactly
Fintech • Financial Services
Two-year Commercial Banking development program featuring four six-month rotations across sales, credit, product, and strategy. Responsibilities include analyzing financial statements, building models, conducting due diligence, underwriting credit transactions, researching markets and industries, preparing credit recommendations, supporting business development, and managing risk and compliance activities. The program provides formal training and prepares participants for commercial banking roles such as relationship manager, portfolio manager, and business development officer.
Top Skills:
Ai-Powered Productivity ToolsFinancial ModelingMicrosoft CopilotExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Leads enterprise data and analytics strategy, architecture, modernization, and delivery across cloud and on-premises environments. Oversees data platforms, engineering, integration, governance, quality, lineage, security, and compliance. Partners with executives to define roadmaps and investments, manages cross-functional teams and vendors, enables AI/ML capabilities, and mentors data professionals while driving scalable, trusted data solutions and measurable business outcomes.
Top Skills:
AgileSparkAzure Data PlatformCloud ComputingData GovernanceData LakesData LineageData WarehousingDatabricksMaster Data ManagementMetadata ManagementAzurePythonSQL
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
