Job Description
Are you looking for an unique opportunity to advance your in depth knowledge of asset management and contribute to a growing international business in a fast paced and innovative environment This is the right role for you if you want to work with local stakeholders as well as regional team on achieving the strategic goals for the Taiwan Service Delivery team.
As a Fund Servicing Associate within Asset Management Operations team, you will work within a team to develop and manage the oversight and governance process across on our key Fund Administration vendor for the Taiwan business. You will collaborate with other stakeholders on key initiatives on process changes and efficiency projects, and engage effectively with key internal and external stakeholders within Taiwan as well as across the overall Asia Pacific Operations organization.
Job Responsibilities
- Provide oversight for Fund Accounting, Fee Billing, Regulatory Reporting, restructures, product and fund life cycle events, as well as all related services delivered by our outsourced vendor in Taiwan and other overseas locations
- Engage in communicating with senior stakeholder and proactive relationship management with internal and/or external parties and provide escalation as required
- Influence and drive change incorporating business and client requirements
- Support the team with technical expertise especially in the areas of Funds and ETFs, operational processes and vendor management
- Assist in service delivery initiatives and provide a focus around automation, utilizing various tools to enhance operational efficiency
- Monitor market developments in different markets and understand how regulations impact operational processes and the funds
- Assist in design, develop and coordinate the oversight and governance framework by updating policies and procedures to comply with local regulations and implementing and monitoring internal controls to ensure compliance
- Analyze root-cause of recurring issues through regular review of metrics, assist in developing programs for service enhancements arising from these reviews, and assist in Fund reviews and ad-hoc global projects implementation across the wider business
- Review operational processes to identify areas for enhancement and identify and escalate key risks and participate in resolution
Required Qualifications, Capabilities, And Skills
- Bachelors Degree in Business, Accounting, Finance, or other related disciplines
- Minimum 2 years of relevant working experience within the financial services industry within an Asset Management or Securities Services Organization
- Demonstrated experience and current working knowledge of fund accounting processes and deliverables
- Strong technical skills, including understanding of Accounting Principles and securities types
- Excellent interpersonal skills and ability to maintain good stakeholder relationships
- Experience working within a fast paced environment where accuracy is critical
- Root-cause analysis and corrective action capabilities with a risk mindset
- Proficiency in written and spoken English and Mandarin to interact with local and global stakeholders
- Proficiency in MS Excel, PowerPoint
- Professional License like SITCA License, or Senior Brokerage License is a must
- Proven team player and self-starter with strong operational skills
Preferred Qualifications, Capabilities, And Skills
- Experience and understanding of Transfer Agency will be considered to be an advantage
- Demonstrated proficiency with Python, Alteryx, UiPath
- Knowledge in business intelligence and data visualization platform such as Business Objects, Qlikview and QlikSense
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
