JPMorganChase · 10 hours ago
Fund Servicing Associate II
Tampa, FL
Full-time
Onsite
New Grad, Entry LevelJPMorgan Chase is one of the oldest financial institutions, providing innovative financial solutions globally. The Investment Book of Record (IBOR) Associate will ensure accurate and timely delivery of the IBOR to clients while building strong relationships and improving service efficiency.
Asset ManagementBankingFinancial Services
Responsibilities
Act as a point of contact within the Global/Regional IBOR team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
Participate and lead, where required, in client service reviews and other client meetings
Ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of client reporting (IBOR)
Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners
Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P. Morgan and the Client
Maintain robust standard operating policies (SOPs), procedures and guidelines to meet corporate risk and control standards and principles
Ownership and/or active participation of key projects or tasks to ensure the continued IMOS global strategy is maintained as required
Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
Work with management to achieve 100% timeliness and accuracy and seamless integration in a ‘follow the sun’ model
Ability to work cross functionally with technology, service, product, and other operations teams to manage the entire IBOR service delivery
Qualification
Required
Excellent client facing skills & communication style, comfortable dealing with key clients
Effective excel skills with experience in VBA or similar
Understanding of investment Operations, Trade Services, IBOR, reconciliations or similar operations teams
Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
Excellent problem-solving skills to identify, understand and address operational and technical issues
Effective communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
Ability to be flexible, follow and meet tight deadlines, organize, and prioritize work and meet the clients expectations
Preferred
Self-starter with ability to learn quickly
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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