Associate I - Global Fund Services Bank Loans Onboarding

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 Global Bank Loans Onboarding Associate Iwithin 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:



* Be the point of contact for each project by taking ownership of end-to-end onboarding activities including fund manager communications, instruction capture setups, static data configurations, and eventually bringing the accounts live.


* Develop a deep understanding of the bank loan model and be able to present it to clients and fund managers


* Create and use multi-source reconciliation models to analyze data


* Monitor, track, and complete numerous JIRAs on a daily basis


* Create, maintain and update procedures for client specific deliverables


* Daily compliance and review of controls and procedures outlined in the SOP and general company policies


* Assist in testing and implementation of system enhancements as required


* Develop and maintain strong client relationships using emotional intelligence and strong written and verbal communication skills.

Required qualifications, capabilities and skills


* Experience in bank debt operations or client facing onboarding / implementation roles


* A strong entrepreneurial attitude with the mindset of taking ownership of assignments


* Ability to be effective in a global operating environment and a matrix management organization


* Self-motivated with a flexible approach to working hours


* Strong communication and relationship-building skills.


* Advanced emotional intelligence.


* Flexible and proactive in problem-solving.


* Experience in process improvements.


* Active listening and questioning skills.

Preferred qualifications, capabilities and skills


* Results orientated; ability to create and sustain a target driven environment


* Quick learner; both technical knowledge and systems

JPMorganChase, one of ...