Apply Now    

Wealth Management, Endowments and Foundations Group Middle Office, Associate

Req #: 170093856
Location: Columbus, OH, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
An Endowments and Foundations Group Middle Office (EFGMO) Officer in J.P. Morgan’s Global Trust Support Services (GTSS) is integral to servicing endowments and foundations clients, auditor, and investors.  General responsibilities include providing service support for client audit requests and other activities.
  • Provide day to day overall product/service support related to client audits.
  • Build and maintain relationships with clients, auditors and investors and internal support teams to provide a best in class experience for the affected parties.
  • Work with investor teams to ensure technical aspects of client activities are executed timely and accurately.
  • Analyze workflow and find solutions as needed to support and simplify complex client relationships.
  • Assist in documentation and resolution of various endowments and foundations initiatives and projects.
  • Monthly reporting and general support for the endowments and foundations investor teams.
A successful candidate must communicate with credibility and confidence, be risk focused, show professional concern for quality and detail of work, and have a strong commitment to successfully meeting deadlines and responsibilities. The individual will need to be proactive and action-oriented with strong analytical skills and a proven ability for problem solving.
  • An undergraduate degree or equivalent professional experience (endowments and foundations, fund accounting, investment specialist, client service).
  • Strong time management, leadership, strategic thinking, and risk management skills.
  • Understanding of risk and compliance while maintaining a pro-business mind-set.
  • Understanding of alternative assets and statement reporting.
  • Ability to take ownership and be accountable.
  • Ability to prioritize and manage multiple responsibilities, simultaneously.
  • Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact based decisions).
  • Flexible with a “can do” approach.
  • Ability to work effectively with all lines of management.
  • Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute processes.
  • Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint).
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.