Transfer Agency_Operation Analyst

Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary

As a Fund Servicing Senior Team Member within our Operations Department, you will be tasked with the responsibility of managing transfer agency operations, processing, and resolving inquiries.

Job responsibilities:

• Process and validate tasks and investigate/resolve breaks in accordance with the established work practices and procedures
• Work with various internal transfer agency teams such as fund implementation group, trade processing, settlements, cash processing & account opening to process transactions and resolve any exceptions in a timely manner
• Respond to and resolve client inquiries in a timely manner
• Understand Risk Management with ability to manage issues and exceptions above materiality thresholds for resolution
• Ensure all day-to-day queries are handled within required timelines and escalate issues as necessary
• Attend internal onshore partner meetings, usually via conference call, to ensure needs and expectations are consistently met or exceeded; ensure resolution of follow up items
• Actively involve in projects within the team

Required qualifications, capabilities and skills:

• Knowledge of Transfer agency / reconciliation / trades & settlements / KYC/AML or strong financial markets product knowledge
• Good analytical and problem solving skills, including taking the initiative to drive change and enhance controls
• Self-starter and ability to learn quickly
• Good oral and written communication and presentation skills, including the ability to communicate strategic messages clearly and consistently with the team, making linkages to individual goals and accomplishments
• Good partnership and team player capabilities 
• Proactive in identifying and escalating issues
• Bachelor’s degree

JPMorganChase, 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, 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.