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CIB - Fund Services Operations Manager - VP

Req #: 170037093
Location: Boston, MA, US
Job Category: Operations
Potential Referral Amount: 3000 US Dollar (USD)

J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk, performs fund services for institutional clients and extends liquidity in markets around the world.

The Operations Service Delivery Manager will lead a Mutual Fund service team responsible for ensuring high quality services across all mutual fund product offerings provided by Global Fund Services.    The successful candidate will partner with the technology, operations and product teams to own the overall delivery of services provided to our clients. .   The successful candidate will lead a team with a focus on client oversight and reporting.    The OSD manager will drive client issue resolution, ensure proper execution on client deliverables, communicate client status updates and provide KPIs to senior management to ensure appropriate escalation and prioritization of all client issues.

The incumbent will also be accountable for building and maintaining a network of partners throughout the Corporate Investment Bank operational and service delivery organizations in order to promote client focus and drive overall service quality.

To be successful, the candidate must have a strong sense of ownership and understanding of 40 act deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax, Compliance and Financial Reporting services.

 Key Responsibilities 

·          Lead a team which it the point of Contact for Client Queries and Issues

·         Global Distributed Operating Model Management

·         Work with Technology, Operations and Stakeholders to determine process improvements and strategic direction, including development of and monitoring of ROI.

·         Daily BAU Query Management and Resolution

·          Responsible for Issue Management, Escalation and Remediation

·          Coordinate Client Requested Changes to Operating Model and Reporting

·          Responsible for Client Behavior changes associated with all JP Morgan’s services and initiatives/programs

·         Lead and coordinate client service reviews, MI meetings/client workshops and represent JP Morgan at industry events.

·         Coordinate Client Fund Launches and Migrations for all JP Morgan FSO services

·         Successful delivery of all Client Adhoc Reporting

·          Coordinate Client and Audit Management Time Table Financial Reporting and Tax Cycles

·          Support Audit Comments on Draft Financial Statements

·          Manage Financial Reporting Client Comments and Updates

·          Manage Tax Escalations and Significant Queries / Issues with the Client Auditor


  • 10-15 years of  experience in Operations
  • Strong technical skills including accounting principles and theories
  • Knowledge of 40 ACTs Accounting-Fund Accounting, Financial Reporting and Tax Operations
  • Ability to be effective in a global operating environment and a matrix management organizations
  • Exceptional leadership and staff development skills with prior team management experience
  • Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
  • Strong client service skills
  • Analytical skills, problem solving, good critical thinking and decision-making skills
  • Experience working across multiple business areas and/or functions to deliver results
  • Excellent verbal and written communication skills; executive presentation skills
  • Ability to work independently and multitask in a fast paced environment
  • Working knowledge of one or more CIB/FSO  product, service or operations areas preferred 
  • Relationship building skills - develop internal and external partnerships to drive results
Expert use of Microsoft Project, Word, Excel, PowerPoint, Visio and ability to present to
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