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CIB - Operations - Financial Reporting Manager - Associate - Sydney

Req #: 180003283
Location: Sydney, NSW, AU
Job Category: Operations
Potential Referral Amount: 5000 Australian Dollar (AUD)

About J.P. Morgan Corporate & Investment Bank:

J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. It provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries.

The global businesses of the Corporate & Investment Bank is organised into two main groups: Banking and Markets & Investor Services. Banking includes Investment Banking, Corporate Banking and Treasury Services, and Markets & Investor Services includes Fixed Income, Equity Sales & Trading, Prime Services and Securities Clearing. 


Department Summary:


J.P. Morgan Investor Services (IS) is a premier securities servicing provider that helps institutional investors, alternative asset managers, broker dealers and equity issuers optimize efficiency, mitigate risk and enhance revenue. IS leverages the firm's global scale, leading technology and deep industry expertise to service investments around the world. Locally, the IS business has a strong market position, ranking first in most valuable cross border assets and second by total assets under custody.


Team Summary:


Financial Reporting is part of Investor Services and provides financial and tax related reporting, including distribution and tax returns, for clients. Clients include large fund managers and superannuation funds based in Australia as well as other locations.


Position Summary:


The Manager is responsible for timely and accurate delivery of financial and tax related reporting on a frequency determined by the service level agreement (SLA) with the client. The position also requires accurate and professional resolution of all internal and external accounting/tax related queries in an accurate and timely manner. The manager is also expected to provide technical input and operational support on accounting and tax related processing and projects including new product development.



Qualifications & Experience Required:



  • A tertiary qualification in Accounting or a related discipline,
  • CA / CPA qualifications (or part qualified)


  • At least 6 years experience in financial accounting within financial and/or professional services
  • Experience in statutory reporting and/or the application of accounting standards in accordance with AASB & IFRS or tax reporting, specifically in income tax returns and trust distribution calculations
  • Proven experience in supervising or training junior staff
  • Strong Excel skills
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