Bring your operations leadership to a role where accuracy, controls, and client outcomes matter every day. You will lead a team supporting pooled investment vehicles and help deliver consistent, high-quality servicing across the custody lifecycle. You will partner closely with peers and stakeholders to resolve exceptions quickly and reduce operational risk. If you enjoy improving processes and developing people, this role offers a strong platform to grow your impact.
As a Supervisor, Managed Funds Operations in Managed Funds Operations, you lead day-to-day custody operations supporting managed funds and other pooled investment vehicles. You help ensure transactions are processed accurately, on time, and with strong controls, while developing a team of operations professionals. You collaborate with partners to deliver responsive client servicing and continuous process improvement.
Job responsibilities
- Lead daily team execution of custody processing activities, including settlement, asset servicing, income processing, tax processing, reconciliations, and related servicing tasks
- Monitor work queues, allocate tasks, and balance capacity to maintain coverage during peak volumes, absences, and holidays
- Review and authorize transactions and adjustments within approved authority limits and control procedures
- Investigate and resolve exceptions, breaks, fails, and client inquiries within agreed timelines
- Maintain accurate processing and escalation routines aligned to documented procedures and service level agreements (SLAs)
- Identify, escalate, and help remediate operational risks, control gaps, and recurring processing issues
- Support internal audits, risk reviews, and regulatory examinations by preparing clear evidence and timely responses
- Drive disciplined reconciliation practices, including timely clearance of aged or outstanding items
- Partner with client service, relationship management, and operations stakeholders to deliver a consistent client experience
- Contribute to process improvement through standardization, automation ideas, and support for change initiatives, enhancements, or migrations
Required qualifications, capabilities and skills
- Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent practical experience)
- 4 years of experience in custody, fund operations, securities services operations, or a related financial operations environment
- 1 year of experience leading, coaching, or coordinating work for a team in an operations setting
- Knowledge of custody operating processes, including settlement, corporate actions, income processing, and reconciliations
- Understanding of managed fund and pooled investment vehicle structures and operational requirements
- Demonstrated risk and control mindset, including the ability to follow procedures, identify issues, and escalate appropriately
- Strong attention to detail and ability to meet deadlines in a high-volume environment
- Clear written and verbal communication skills to handle stakeholder coordination and client-related inquiries
Preferred qualifications, capabilities and skills
- Experience using industry messaging and processing platforms (e.g., SWIFT) and custody or sub-custody platforms
- Familiarity with regulatory requirements relevant to custody services and managed funds within the applicable jurisdiction(s)
- Professional certifications in investment operations or securities-related fields
- Experience supporting process improvement initiatives, including automation and standardization
- Experience monitoring service quality measures and implementing corrective actions
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
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 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.
Skills Required
- Bachelor's degree in Finance, Accounting, Business, or a related field, or equivalent practical experience
- 4 years of experience in custody, fund operations, securities services operations, or a related financial operations environment
- 1 year of experience leading, coaching, or coordinating work for a team in an operations setting
- Knowledge of custody operating processes, including settlement, corporate actions, income processing, and reconciliations
- Understanding of managed fund and pooled investment vehicle structures and operational requirements
- Risk and control mindset, including the ability to follow procedures, identify issues, and escalate appropriately
- Strong attention to detail and ability to meet deadlines in a high-volume environment
- Clear written and verbal communication skills for stakeholder coordination and client-related inquiries
- Experience using industry messaging and processing platforms such as SWIFT and custody or sub-custody platforms
- Familiarity with regulatory requirements relevant to custody services and managed funds
- Professional certifications in investment operations or securities-related fields
- Experience supporting process improvement initiatives, including automation and standardization
- Experience monitoring service quality measures and implementing corrective actions
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools
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.
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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.
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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.
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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
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.
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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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