Middle Office Associate - Strategic Initiatives & Funds Oversight

Join a team where your expertise drives innovation and operational excellence. This role offers the chance to grow your career, develop new skills, and make a meaningful impact. You'll collaborate with talented colleagues, gain exposure to senior leaders, and help shape the future of our Fund event initiatives including onboarding, restructure and perform funds oversight. Be part of a company that values your growth and supports your professional journey.

As an Associate within the Distribution Middle Office team, you will be responsible for Fund & Client onboarding, Transitions, Funds Oversight and New Business initiatives. The team acts as a liaison between Operations and Internal Business teams including Product Delivery, Client Service, Funds Treasury, and Intermediary Services. In addition, the team works closely with the US Equity business team on new initiatives. In this role, you will drive innovation and scalability to improve future business growth and help drive our transformation agenda.

You will work closely with Product Implementation, Client Services, and Technology teams to deliver operational excellence. This position offers exposure to a wide range of asset management functions and the opportunity to mentor junior team members. Your analytical skills and problem-solving mindset will be essential as you help us innovate and adapt in a fast-paced environment.

Job responsibilities

• Serve as the central point of contact for fund events, coordinating with Product Implementation and Client Services
• Manage and coordinate transitions, working with transition managers, middle office teams, and custodians
• Liaise between the Equity business and operational teams on new initiatives, issues, and escalations
• Partner with Technology, business, and global teams to deliver operational transformation focused on risk reduction and automation
• Oversee holistic fund-level monitoring, including pre-trade requirements and implementation of investor restrictions
• Support training and mentoring of team members to foster a collaborative environment
• Utilize analytical and problem-solving skills to support strategic initiatives and drive continuous improvement
• Present insights to senior management and contribute to process improvements
• Maintain oversight of metrics, key performance indicators (KPIs), and key risk indicators (KRIs) to ensure alignment with organizational goals
• Ensure compliance with operational controls and regulatory requirements
• Maintain strong organizational skills to manage multiple tasks and adapt to changing priorities

Required qualifications, capabilities, and skills

• Excellent communication and organizational skills, with a proven ability to manage stakeholder expectations
• Strong analytical and critical thinking skills to comprehend and evaluate complex business processes and propose fact-based recommendations tailored to the target audience.
• Proficiency in Microsoft Office Suite, especially Excel, with advanced digital literacy
• Ability to work effectively in fast-paced, detail-oriented environments
• Demonstrated ability to collaborate in team settings with a solid understanding of trading systems and financial markets
• Commitment to delivering high-quality results with a focus on continuous improvement

Preferred qualifications, capabilities, and skills

• 3+ years of experience in operations (Asset Management industry preferred) performing middle office functions
• Demonstrated success in leading transformational change and leveraging intelligent automation tools such as Alteryx, , Python and LLM is a plus

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 TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client-provided location(s): New York, NY

Job ID: JPMorgan-210663377

Employment Type: FULL_TIME

Posted: 2025-09-26T19:10:17