Asset Management - Intermediary Transformation and Analysis Lead - Associate

Join a dynamic role that is central to shaping our strategic vision, actively participating in product cabinets, and collaborating with stakeholders to define and execute a transformative roadmap.

As an Intermediary Payment Transformation and Analysis Lead within Assessment Management you will be responsible for enhancing the oversight of our Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution. You will play a crucial role in supporting the deliverables of JPMDS to the Funds Board and collaborating with Finance and Accounting to ensure data accuracy. This role is pivotal in building out a strategic target state as an active member of product cabinets and engaging with stakeholders across the organization to define and execute roadmap.

• Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
• Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
• Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA). Identify, research and rectify variances or errors
• Lead error research and remediation
• Spearhead process improvements, including oversight of vendor tool enhancements
• Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
• Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers

• Bachelor’s degree required with a focus in Finance or Business
• Minimum of 2 years relevant experience
• Data focused decision making and quantitative analysis skills
• Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
• Proven end to end problem-solving skills

• Knowledge of the Asset Management industry and mutual fund structures
• Strong Microsoft Office application skills with a focus on Excel