Senior Insurance Accounting, Reporting & Onboarding Specialist - Executive Director
Listed on 2026-03-01
-
Finance & Banking
Financial Analyst, Financial Reporting
An exciting opportunity to join the Global Client Onboarding team, based in EMEA, who are responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM Fund launches and Life‑Cycle events on the respective investment accounting platform(s). The team works cross‑functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions as well as subject matter experts in Investment Operations, Technology and Third‑Party vendors.
Jobsummary
Accounting and Regulatory Reporting activities include advising clients and prospects on investment accounting best practices and reporting requirements on various accounting basis (Statutory, local GAAP, or IFRS) as they relate across a variety of client types and geographies. The function partners on aspects of client services, administration and operational support, offering best practice solutions for client data transparency and integration leveraging internal systems, platforms and third‑party data via our partnership with Clearwater Analytics.
Working together with the other members of the team, this role will establish strong cross‑organizational relationships, communication processes and business practices that leverage organizational resources, investment capabilities and content of JPMAM. Partnering with the product teams in front, middle, and back‑office functions and external market and data vendors to develop actionable content for our clients will build success. This position requires extensive interaction with both clients and internal teams.
You will be required to provide a thorough understanding of the investment accounting and regulatory reporting needs across a wide variety of asset types, including fixed income, equities, alternatives, derivatives and various fund structures. The candidate should have strong accounting and financial reporting skills as well as proven collaboration across multiple business lines and a solid "clients come first" mentality. It is expected you will be able to work independently across multiple geographies and have a general understanding of common regulatory reporting pronouncements, rules and disclosures.
In addition, you will play an important role in developing new client relationships and supporting existing business, while evolving what JPMAM can offer clients.
The successful candidate will enjoy developing investment solutions using best practices and creating client presentations to communicate the proposed solution in a clear and understandable manner. As you develop your understanding of the various industries we serve, the role will naturally create opportunities to present to internal stakeholders, clients and prospects in a highly driven sales and continuous education of the ever‑changing environment of multiple regulatory agencies and their reporting needs.
Jobresponsibilities
- Ensure JPM's infrastructure is properly set up to support evolving clients and prospects needs (globally) for a wide variety of asset types, including accounting and regulatory reporting compliance.
- Act as a functional subject‑matter expert demonstrating a high degree of independent decision‑making, autonomy and sound judgment.
- Project‑manage new account onboardings for Institutional and Strategic client mandates.
- Act as point of contact with and for the client during the end‑to‑end onboarding, and service future client needs.
- Act as liaison with other parts of the organization including operations, client account management, client reporting, portfolio management, vendor management and sales teams.
- Support key audit initiatives with consistent documentation within JPMAM.
- Form global relationships quickly and develop a key network of contacts to source information both internally and externally.
- Initiate projects independently across a broad constituency to effect and evolve change.
- Research various new regulatory investment accounting and reporting‑related pronouncements.
- Apply local GAAP, STAT, IFRS and other regulatory accounting treatment to complex investment accounting transactions and demonstrate…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).