Global Fund Services

5 months ago


Edinburgh, United Kingdom JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
The role calls for a highly motivated individual, preferably with a Fund Services operations background, effective problem solving and communication skills.

As a Global Fund Services - Change Strategy Team - Associate in Fund Services you will be given responsibility for delivering high profile project management and data automation change assignments on behalf of the business. You will manage your own project book while being a part of a team of driven individuals.

**Job responsibilities**
- Leads reviews of functional processes across the Global Fund Services Operations organization to reduce overall operational risk and build a more robust end-to-end process
- Develops and leverages a digitalisation skillset and a data-centric mindset to identify and execute process improvement
- Creates outstanding visual and verbal stories to help articulate this journey at all levels of the organization, including securing approval from senior leaders and communicating new processes to operations teams
- Makes recommendations on how to address identified gaps, as well as implications for team structure, location strategy, functional alignment
- Builds strong partnerships with Operations, Product and Technology teams to lead, design and deliver high-quality solutions
- Engages with stakeholders and uses strong interpersonal to challenge the process
- Manages and owns book of work and ensures to meet project deadlines

**Required qualifications, capabilities, and skills**
- Previous experience in financial services
- A commitment to excellence and attention to detail
- Strong organisational, multi-tasking and prioritization skills
- Excellent verbal and written communication skills and the ability to succinctly communicate complex issues to audiences at all levels
- Proactive mind-set, self-motivated, and able to work with high degree of independence
- Strong Excel and PowerPoint skills
- Experience with our Intelligent Automation toolkit: Alteryx, Tableau, Xceptor, UiPath
- Capability of presenting to an Executive Director level audience will be expected

**Preferred qualifications, capabilities, and skills**
- Experience of working in a project management team is highly desirable
- A strong knowledge of Fund Accounting would be an advantage
- A track record of delivering projects making use of Alteryx and Tableau or similar citizen developer tools would be looked on favorably

**ABOUT US**

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

**ABOUT THE TEAM**

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.


  • Data Analyst

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom NCM Fund Services Ltd Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our team at NCM Fund Services Ltd. As a Data Analyst, you will play a key role in designing and implementing data solutions that leverage existing technologies such as SharePoint, Power Apps, and Tableau.Key ResponsibilitiesDevelop and maintain data reporting capabilities for clients and...

  • Global Fund Services

    5 months ago


    Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** The role calls for a highly motivated individual, preferably with a Fund Services operations background, effective problem solving and communication skills. As a Global Fund Services - Change Strategy Team - Associate in Fund Services you will be given responsibility for delivering high profile project management and data automation...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior SupervisorCitigroup Global Markets Limited is seeking a highly skilled Fund Accounting Senior Supervisor to join our team in Edinburgh. As a key member of our Fund Accounting Operations team, you will be responsible for ensuring the accurate and timely production of financial statements for UK Authorised Funds.Key...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior SupervisorCitigroup Global Markets Limited is seeking a highly skilled Fund Accounting Senior Supervisor to join our team in Edinburgh. As a key member of our Fund Accounting Operations team, you will be responsible for ensuring the accurate and timely production of financial statements for UK Authorised Funds.Key...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior AnalystThe Fund Accounting Senior Analyst is an intermediate-level position responsible for participating in various fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to support the Multifonds Software as a Solution (SaaS) project, where five...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior AnalystThe Fund Accounting Senior Analyst is a key role within our Operations - Transaction Services team, responsible for participating in various fund valuation activities. This intermediate-level position supports the Multifonds Software as a Solution (SaaS) project, aiming to consolidate five instances of Multifonds into...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior AnalystThe Fund Accounting Senior Analyst is an intermediate-level position responsible for participating in various fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to support the Multifonds Software as a Solution (SaaS) project, where five...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    About the RoleThe Fund Accounting Senior Analyst is a key position within our Operations - Transaction Services team, responsible for participating in various fund valuation activities. This intermediate-level role supports the Multifonds Software as a Solution (SaaS) project, which involves consolidating five instances of Multifonds into one.Key...


  • Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Are you experienced in fund accounting and have great time management skills? Then you found the right position! As a Fund Services Senior Associate in the Fund Services Operations Service Delivery team, you will play a lead role in ensuring high quality delivery of services across all institutional fund product offerings. On a daily...


  • Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Do you wish to play a senior role in a team ensuring high quality services across all institutional fund product offerings? As an associate in the team, you will play a lead role in ensuring high quality delivery of services across all institutional fund product offerings. On a daily basis you will be involved in driving client issue...


  • Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    The Fund Accounting Senior Analyst is an intermediate level position responsible for participating in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to support the Multifonds Software as a Solution (SaaS) project; where five instances of Multifonds will be...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job DescriptionThe Fund Accounting Location Strategy Lead Analyst is a senior-level position responsible for leading a variety of fund valuation activities. The overall objective of this role is to lead the Fund Accounting Location Strategy program of work; ensuring adherence to governance and regulatory processes per jurisdiction.Key...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Senior SupervisorAs a Fund Accounting Senior Supervisor at Citigroup Global Markets Limited, you will play a critical role in ensuring the accuracy and timeliness of financial reporting for our UK clients. This is a highly specialized team that requires a deep understanding of UK accounting legislative knowledge, particularly the...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job SummaryWe are seeking a highly skilled Fund Accounting Senior Supervisor to join our team in Edinburgh. As a key member of our Financial Reporting Team, you will be responsible for ensuring the accurate and timely production of financial statements for UK Authorised Funds.Key ResponsibilitiesOversee the preparation and review of financial statements,...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job SummaryWe are seeking a highly skilled Fund Accounting Senior Supervisor to join our team in Edinburgh. As a key member of our Financial Reporting Team, you will be responsible for ensuring the accurate and timely production of financial statements for UK Authorised Funds.Key ResponsibilitiesOversee the preparation and review of financial statements,...


  • Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Do you possess strong analytical, communication, and time-management skills? We are looking for you to support client on-boarding and complex events for Institutional and Retail Clients. As a Fund Servicing Senior Associate in the Fund Accounting Implementations team, you will be responsible for internal Net Asset Value Distribution...


  • Edinburgh, Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    Job Title: Fund Accounting Location Strategy Project ManagerThe Fund Accounting Location Strategy Project Manager is a senior-level position responsible for leading a variety of fund valuation activities. The overall objective of this role is to lead the Fund Accounting Location Strategy program of work; ensuring adherence to governance and regulatory...


  • Edinburgh, United Kingdom JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As an associate in the team, you will play a lead role in ensuring high quality delivery of services across all institutional fund product offerings. On a daily basis you will be involved in supporting client issue resolution, ensuring proper execution on client deliverables, communicating client status updates and providing KPIs to...


  • Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    The Fund Accounting Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Fund Accounting Oversight team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit...


  • Edinburgh, United Kingdom Citigroup Global Markets Limited Full time

    The Fund Accounting Lead Analyst is a senior level position responsible for leading a variety of fund valuation activities. The overall objective of this role is to lead the Fund Accounting Location Strategy program of work; ensuring adherence to governance and regulatory processes per jurisdiction.Responsibilities:Contribute to the design of the future...