hackajob · 9 hours ago
Asset Management - Intermediary Payment Transformation and Analysis Lead - Associate
Columbus, OH
Full-time
Onsite
Entry, Mid Level
2+ years exphackajob is collaborating with J.P. Morgan to connect them with exceptional tech professionals for the role of Intermediary Payment Transformation and Analysis Lead. This role is responsible for enhancing the oversight of the Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution while collaborating with Finance and Accounting.
Artificial Intelligence (AI)Generative AIHuman ResourcesRecruitingSoftware
Responsibilities
Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA). Identify, research and rectify variances or errors
Lead error research and remediation
Spearhead process improvements, including oversight of vendor tool enhancements
Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
Qualification
Required
Bachelor's degree required with a focus in Finance or Business
Minimum of 2 years relevant experience
Data focused decision making and quantitative analysis skills
Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
Proven end to end problem-solving skills
Preferred
Knowledge of the Asset Management industry and mutual fund structures
Strong Microsoft Office application skills with a focus on Excel
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
hackajob
The AI-native tech hiring platform trusted by enterprises, scale-ups, and 1M+ tech professionals worldwide.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$33MKey Investors
Volition CapitalDowning VenturesTechstars
2023-05-03Series B· $25M
2018-10-25Series A· $6.7M
2017-03-31Seed· $0.58M
Leadership Team
Mark Chaffey
CEO
Phil Kell
VP - Marketplace
Recent News
2025-10-23
2025-09-26
2025-09-12
Company data provided by crunchbase