Job Description

General: J.P. Morgan Asset Management (JPMAM), with assets under management of $2.5 trillion, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high-net wort

General: J.P. Morgan Asset Management (JPMAM), with assets under management of $2.5 trillion, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high-net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. Client Services is responsible for the day-to-day servicing of institutional and other clients. Client Service partners with other teams such as Sales, Investment Specialist, Client Platform, Pricing Practices, Contract Specialist and Client Onboarding Management to coordinate and support the client lifecycle, including onboarding, negotiation and amendments to legal contracts, account-setup and communication with internal stakeholders. J.P. Morgan Asset Management Client Services Regulatory and Business Controls: JPMorgan Funds Client Services/Transfer Agency - Specialist Position: Associate : The role of the Regulatory and Business Controls Client Services and Transfer Agency Specialist is to support activities relating to the JPMorgan Funds client services and transfer agency operations. This includes control programs focused on regulatory and operational requirements to assure compliance with all relevant regulation and internal policy. Specific Responsibilities: Main functions & skill sets include some combination of the following: Manage the ongoing development and oversight of various JPMorgan Funds control programs including but not limited to blue sky, intermediary oversight and prospectus adherence. Serve as operational liaison between J.P. Morgan Asset Management, intermediaries and relevant third-party service provider(s). Assist service provider(s) with identifying and applying exemptions as needed Perform duties in support of vendor oversight to ensure completeness and accuracy of services rendered by third-party provider(s). Participate in activities and research with industry forums in relation to the JPMorgan Funds client services and transfer agency regulations and activities. Work with external financial intermediaries on matters related to the JPMorgan Funds control programs and associated policies and procedures. Assist management with all governance forums and reporting (internal and external) pertaining to regulatory and business control activities . Assist management in the support of other regulatory and business control functions as needed. Requirements Knowledge of mutual fund industry and prior work experience in mutual fund operations and controls preferred Bachelor's degree in a business / finance / accounting discipline preferred Must be customer focused Must possess continuous process improvement mindset Must be able to work independently within a team environment, and demonstrate flexibility and ability to adjust quickly to the changing demands of the business and team Ability to quickly distill and analyze large amounts of data About Us JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Our Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match.