Asset Management - Intermediary Payment Transformation and Analysis Lead - Associate jobs in United States
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JPMorganChase · 1 day ago

Asset Management - Intermediary Payment Transformation and Analysis Lead - Associate

positionColumbus, OH
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Intermediary Payment Transformation and Analysis Lead will enhance the oversight of the Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution while collaborating with Finance and Accounting to support the Funds Board deliverables.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Data analysisProblem-solvingAsset Management knowledgeMicrosoft ExcelMulti-taskingAttention to detail

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

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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