Job Description
The primary responsibility of the position is to provide comprehensive support on a day to day Operations for Transfer Agency, within the Corporate Investment Bank.
Job Responsibilities
Full operational support on NAV loading, price runs and reporting for the funds supported by JPM Transfer Agency. Exposure to high daily volumes and large amounts.
Ensure timelines and service delivery standards are continually achieved. Risk mitigation and escalation of issues in a timely manner.
Comply with policies, procedures and controls at all times for the safety of company and clients. Partnerships with multiple groups within Transfer Agency operations along with other groups within company such as technology and other operation teams as and when required
Identify opportunities for process improvements and value-added initiatives. Follow JPMorgan's established processes and procedures; Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Identify & escalate all error/exceptions on identification. Timely response on all internal and external queries/complaints
Good understanding of systems for timely and accurate execution. Exhibit effective communication with key stakeholders.
Qualifications
Dedicated to superior client service and able to remain poised under pressure. Team player, professional and proactive approach to work, positive attitude
Very strong communication skills both oral and written. Excellent interpersonal skills
Ability to work with a high level of precision in a fast paced, deadline driven environment
Ability to collaborate and solve problems that involve multiple stakeholders. Ability to work independently with strong follow through
Required Qualifications, Skills and Capabilities
Bachelor’s degree required (business discipline preferred). 0-3 years’ experience in the Financial Services industry, preferably with prior experience in Transfer Agency
Understand Trade life cycle and Transfer Agency operations. Extensive working knowledge of Microsoft Office products including Word, Excel and Outlook
Good oral and written communications skills. Must be able to work under pressure
Able to grasp/learn concepts and procedures quickly. Ability to work independently
Problem solving skills. Good time management and multi-tasking skills
Competencies
Risk Aversion: Demonstrate a keen eye for details; look for and mitigate inherent and residual risks; clearly articulate risks and controls with all stakeholders
Client Service: Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction
Adaptability: Confidently handle day-to-day work challenges; willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations, or adversity
High Aptitude: Able to quickly understand technical, procedural and functional information to solve problems and deliver information to clients and investors
Communicate Effectively: Demonstrate and convey an understanding of the comments and concerns of others; listen well in a group
Analyze and Solve Problems: Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem‑solving efforts when appropriate
ABOUT US
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Job Responsibilities
Full operational support on NAV loading, price runs and reporting for the funds supported by JPM Transfer Agency. Exposure to high daily volumes and large amounts.
Ensure timelines and service delivery standards are continually achieved. Risk mitigation and escalation of issues in a timely manner.
Comply with policies, procedures and controls at all times for the safety of company and clients. Partnerships with multiple groups within Transfer Agency operations along with other groups within company such as technology and other operation teams as and when required
Identify opportunities for process improvements and value-added initiatives. Follow JPMorgan's established processes and procedures; Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
Identify & escalate all error/exceptions on identification. Timely response on all internal and external queries/complaints
Good understanding of systems for timely and accurate execution. Exhibit effective communication with key stakeholders.
Qualifications
Dedicated to superior client service and able to remain poised under pressure. Team player, professional and proactive approach to work, positive attitude
Very strong communication skills both oral and written. Excellent interpersonal skills
Ability to work with a high level of precision in a fast paced, deadline driven environment
Ability to collaborate and solve problems that involve multiple stakeholders. Ability to work independently with strong follow through
Required Qualifications, Skills and Capabilities
Bachelor’s degree required (business discipline preferred). 0-3 years’ experience in the Financial Services industry, preferably with prior experience in Transfer Agency
Understand Trade life cycle and Transfer Agency operations. Extensive working knowledge of Microsoft Office products including Word, Excel and Outlook
Good oral and written communications skills. Must be able to work under pressure
Able to grasp/learn concepts and procedures quickly. Ability to work independently
Problem solving skills. Good time management and multi-tasking skills
Competencies
Risk Aversion: Demonstrate a keen eye for details; look for and mitigate inherent and residual risks; clearly articulate risks and controls with all stakeholders
Client Service: Anticipate and identify customer needs; take action to meet customer needs; develop effective working relationships with internal and external customers; continually search for ways to increase customer satisfaction
Adaptability: Confidently handle day-to-day work challenges; willing and able to adjust to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints, frustrations, or adversity
High Aptitude: Able to quickly understand technical, procedural and functional information to solve problems and deliver information to clients and investors
Communicate Effectively: Demonstrate and convey an understanding of the comments and concerns of others; listen well in a group
Analyze and Solve Problems: Gather relevant information systematically; consider a broad range of issues or factors; grasp complexities and perceives relationships among problems or issues; include others in problem‑solving efforts when appropriate
ABOUT US
JPMorgan Chase & Co., 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
💡 Quick Summary
Seeking a career-building opportunity? The Fund Servicing Analyst | Team Leader position is now open for candidates interested in the Bank Jobs sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
