Columbus, OH, USA
2 days ago
Vice President - Fund Servicing Manager
Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise in fund servicing operations while driving impactful solutions and fostering career growth. As a leader in our organization, you'll be at the forefront of innovation, working in a collaborative environment that values your skills and contributions.  

As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing. This position requires the understanding of advances accounting, cash, and securities movement methodologies. General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information. 

Job responsibilities  

 

Organize daily priorities to ensure deliverables are met for assigned activities.Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities.Be a subject matter expert on the methodologies of accounting, cash and securities movement.Display problem solving, analytical skills and independent decision making in line with position.Conducts quality control over other’s work.Be flexible and engaged with team members to meet departments deliverables.Lead, mentor, and participate in the development of associates.Be available to provide input to, test and help implement innovative technology as needed.Manage internal and external technology including Third Party Oversight management as needed.Support the development of marketing products and poses the ability to engage external U.S. banking clients. 

 

 Required qualifications, capabilities, and skills 

An undergraduate degree in Finance/Accounting or equivalent professional experience.Advanced understanding of investment account statements from financial institutions.Ability to interact with U.S. based clients to support product initiatives.Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes.Ability to take ownership and be accountable.Ability to prioritize and manage multiple responsibilities simultaneously.Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions).Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint). 

 

Preferred qualifications, capabilities, and skills 

Fund accounting and/or experience with privately held companies.Experience of various banking/accounting software applications.Experience developing/converting to new banking/accounting software.People management/engagement experience and skills.
 
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