Securities Services - Traditional Fund Services Product Management - Associate

Posted Yesterday
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Boston, MA, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports and advances traditional fund administration products by executing product strategy and roadmaps, developing new offerings, managing client and stakeholder relationships, tracking business opportunities, reviewing change requests, assessing profitability, overseeing vendors, and maintaining risk and control processes. The role also requires industry engagement through conferences, whitepapers, and panels, plus collaboration across operations, technology, sales, finance, legal, and service teams.
Summary Generated by Built In

At JPMorgan Chase, we believe every team member should feel valued and empowered from their very first interaction. As an Associate in the Traditional Fund Services Product Management team, you will play a pivotal role in supporting fund administration clients and advancing business development opportunities. You will execute product strategy, maintain industry presence, and collaborate across key business stakeholders to deliver best-in-class service. If you thrive in a dynamic environment and are passionate about driving innovation in investment services, this role could be your next step.

Job responsibilities

  • Support the Fund Administration product offering with 5+ years’ experience
  • Execute product strategy and roadmap, including new product offerings and technology development
  • Maintain active industry presence by attending conferences, reviewing whitepapers, and participating in panels
  • Liaise directly with key clients and internal stakeholders to ensure best-in-class service delivery
  • Collaborate across Operations, Technology, Sales, and Service teams
  • Monitor and track new business opportunities
  • Review client change requests and align to strategic priorities
  • Develop reporting to assess profitability and oversee operational expenses
  • Maintain oversight of key vendor relationships, including internal risk assessments and scorecards
  • Serve as escalation point for issues and conduit for Product-related requests
  • Ensure activities are reflected in risk and controls self-assessment and business control forums

Required qualifications, capabilities, and skills

  • Minimum of 5 years of investment services or relevant experience
  • Bachelor’s degree required; CPA preferred
  • Knowledge of the securities industry and applicable regulatory and operational requirements for fund accounting and administration
  • Proven ability to multi-task and think critically
  • Strong oral and written communication skills; excellent interpersonal skills
  • Team player respected as a trusted partner with Business, Operations, Finance, and Legal teams

Preferred qualifications, capabilities, and skills

  • Experience with fund administration product offerings
  • Ability to develop actionable strategies and roadmaps
  • Strong analytical skills for profitability and operational assessment
  • Familiarity with industry conferences and panel participation
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Minimum of 5 years of investment services or relevant experience
  • Bachelor's degree
  • Knowledge of the securities industry and regulatory and operational requirements for fund accounting and administration
  • Ability to multitask and think critically
  • Strong oral and written communication skills
  • Excellent interpersonal skills
  • Ability to collaborate effectively with Business, Operations, Finance, and Legal teams
  • CPA
  • Experience with fund administration product offerings
  • Ability to develop actionable strategies and roadmaps
  • Strong analytical skills for profitability and operational assessment
  • Familiarity with industry conferences and panel participation

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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