Fund Servicing Analyst

• Support investor onboarding activities for new fund launches and subsequent fund closes.
• Process and maintain investor account information, including banking instructions, contact details, and static data across internal systems.
• Review and execute investor-related transactions and requests in accordance with established procedures and service level agreements.
• Distribute investor communications and fund notices accurately and within specified timelines.
• Perform end-to-end quality reviews to ensure completeness, accuracy, and compliance with operational controls.
• Partner with global teams across regions to ensure seamless service delivery and issue resolution.

• Proactively identify, communicate, and escalate risks, issues, or control breaks to management.

   

• Bachelor's degree in Commerce, Finance, Business Administration, or a related discipline.
• Minimum 4 years of experience in financial services operations, investor services, transaction processing, or data management functions.
• Experience supporting investor onboarding, transfer agency, AML/KYC operations, client onboarding, or related operational processes.
• Strong understanding of operational controls, risk management, and data integrity principles.
• Excellent analytical, problem-solving, and organizational skills.
• Strong verbal and written communication skills with the ability to interact effectively with global stakeholders.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Ability to work effectively in a fast-paced, deadline-driven environment while managing multiple priorities.

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.