Veterans Sourcing Group, LLC
Financial Reporting Analyst Advanced (>6 years)
Veterans Sourcing Group, LLC, Boston, Massachusetts, us, 02298
Financial Reporting Associate (601)
J.P. Morgan delivers an extensive solution for Mutual Fund clients seeking independent administration and custody services or to outsource their day-to-day operations.The Mutual Fund Financial Reporting Associate will be responsible for the overall management, staffing, organization and development of a team. He/she will be responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.Responsibilities
Build and maintain effective working relationships with internal team members, as well as with other J.P. Morgan teams.Build effective working relationship with client.Review and deliver client-specific reporting.Review and deliver regulatory reporting, such as financial statements and regulatory reports.Act as liaison between client and external vendors (e.g., printer).Actively participate in internal and external audits.Adapt to and execute changes to regulatory requirements.Prioritize tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager.Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT).Demonstrate familiarity and competence with departmental/team procedures and applicable systems.Recommend adjustments and improvements to departmental/team procedures and applicable system enhancements.Monitor team inbox and identify appropriate responsible party; respond to client inquiries.Actively engage in coaching and on-the-job training with peers and co-workers.Demonstrate initiative to resolve complex issues.Consistently demonstrate best-in-class client service.Qualifications
Ability to work independently and multi-task in a fast-paced environment.Advanced analytical, prioritization, organizational, and time management skills.Excellent customer service skills with attention to detail.Problem-solving / issue resolution skills.Team player with the ability to work productively within a group.Excellent verbal and written communication skills.Control focus with an understanding of operational risk.Knowledge of business processes, procedures, and systems including downstream impacts.Exposure to derivatives accounting and reporting.Proficient using Microsoft Project, Word, Excel, and PowerPoint.5+ years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred.Bachelor's Degree (Accounting or Finance preferred) or equivalent experience.
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J.P. Morgan delivers an extensive solution for Mutual Fund clients seeking independent administration and custody services or to outsource their day-to-day operations.The Mutual Fund Financial Reporting Associate will be responsible for the overall management, staffing, organization and development of a team. He/she will be responsible for identifying complex fund issues and managing the delivery of services to clients, including meeting all regulatory deadlines.Responsibilities
Build and maintain effective working relationships with internal team members, as well as with other J.P. Morgan teams.Build effective working relationship with client.Review and deliver client-specific reporting.Review and deliver regulatory reporting, such as financial statements and regulatory reports.Act as liaison between client and external vendors (e.g., printer).Actively participate in internal and external audits.Adapt to and execute changes to regulatory requirements.Prioritize tasks and assignments to meet client SLA and other deadlines, and escalate concerns to direct manager.Support client training initiatives, particularly to maximize client self-service (e.g., VPR, NXT).Demonstrate familiarity and competence with departmental/team procedures and applicable systems.Recommend adjustments and improvements to departmental/team procedures and applicable system enhancements.Monitor team inbox and identify appropriate responsible party; respond to client inquiries.Actively engage in coaching and on-the-job training with peers and co-workers.Demonstrate initiative to resolve complex issues.Consistently demonstrate best-in-class client service.Qualifications
Ability to work independently and multi-task in a fast-paced environment.Advanced analytical, prioritization, organizational, and time management skills.Excellent customer service skills with attention to detail.Problem-solving / issue resolution skills.Team player with the ability to work productively within a group.Excellent verbal and written communication skills.Control focus with an understanding of operational risk.Knowledge of business processes, procedures, and systems including downstream impacts.Exposure to derivatives accounting and reporting.Proficient using Microsoft Project, Word, Excel, and PowerPoint.5+ years of Financial Reporting, Fund Administration, Accounting and/or Custody experience, preferred.Bachelor's Degree (Accounting or Finance preferred) or equivalent experience.
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