Chase · 4 months ago
Asset Management - Intermediary Payment Transformation and Analysis Lead - Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Entry, Mid Level
2+ years expChase is seeking an Intermediary Payment Transformation and Analysis Lead within Asset Management to enhance oversight of the Intermediary Fee process. This role involves ensuring accuracy in analysis, reporting, and error resolution while collaborating with various stakeholders to execute a transformative roadmap.
BankingFinancial Services
Responsibilities
Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA). Identify, research and rectify variances or errors
Lead error research and remediation
Spearhead process improvements, including oversight of vendor tool enhancements
Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
Qualification
Required
Bachelor's degree required with a focus in Finance or Business
Minimum of 2 years relevant experience
Data focused decision making and quantitative analysis skills
Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
Proven end to end problem-solving skills
Preferred
Knowledge of the Asset Management industry and mutual fund structures
Strong Microsoft Office application skills with a focus on Excel
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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