JPMorganChase · 2 hours ago
Fund Servicing Analyst
Tampa, FL
Full-time
Onsite
New Grad, Entry LevelJPMorgan Chase is one of the oldest financial institutions, providing innovative financial solutions to a diverse clientele. The Fund Servicing Analyst role in the Investment Middle Office Services team focuses on delivering accurate and timely investment portfolio reporting while building strong client relationships and improving operational efficiencies.
Asset ManagementBankingFinancial Services
Responsibilities
Act as a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
Participate an, where required, in client service reviews and other client meetings
Ownership of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
Ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required
Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
Work with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
Ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
Qualification
Required
Baseline knowledge or equivalent expertise in operations, with a focus on executing routine transactions and process improvements
Proven ability to apply active listening and questioning techniques to understand and address client needs effectively
Experience in continuous improvement initiatives, with a focus on applying innovation and design thinking techniques to enhance operational efficiency
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
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.
Founded in 2000
10001+ employees
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 CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
Company data provided by crunchbase