The Transfer Agent Management and Support team maintains a service-oriented operational support structure for JPMorgan Funds and acts as a liaison with the Fund’s transfer agent, SS&C Global Investor & Distribution Solutions, Inc. Primary responsibilities include establishing and maintaining mutual fund setup on the transfer agent’s system, regulatory statement and tax form mailings, support electronic client portal access, and support industry initiatives. The team proactively looks for opportunities to improve quality, service, efficiency and consistency of procedures and processes across the organization.

Job Summary

The individual will be working in a dynamic team environment where they will need to be extremely flexible in tackling new projects and issues as they arise, some that can be time-sensitive requiring the person to prioritize efficiently. Ability to effectively run meetings across varying audiences and manage deliverables and deadlines as appropriate is extremely important. The project manager must be able to adhere to established policies, procedures and legal requirements.

As a Project Manager you will be responsible for executing key deliverables within the strategic business agenda across the business. You will interact with Senior Management, Product Groups, Finance, and Business Risk Management and external partners including the Fund’s transfer agent.

Job Responsibilities

• Project Management: This position requires the management of several multi-step projects of varying complexity with multiple deadlines. Individual will ensure all assigned projects are completed on schedule.
• Data Analysis and Management: Review, monitor and reporting of data.
• Business Needs: Understanding and defining business needs in the context of short and long term objectives
• Risk Management – Take the lead for the team documenting risk and implementing steps to reduce risk. Individual must be able to independently analyze a situation and identify a solution that controls risk.
• Procedure Development and Deployment: All procedures must be routinely reviewed and updated. The individual must also identify trends and develop and implement procedures to improve current processes.
• Responsibilities also include providing back-up support to team members as needed.

Required Qualifications, Capabilities, and Skills

• Extensive experience with Microsoft Word and Excel required; experience with Microsoft Access preferred.
• Working knowledge of SS&C (DST) systems - TA2000, TA2000 Desktop, AWD preferred
• Strong analytical skills; high-attention to detail and able to quickly identify, analyze and solve problems.
• Excellent verbal and non-verbal communication and presentation skills; able to communicate effectively across varying audiences and run meetings.
• Able to make sound decisions in the absence of detailed instructions; ability to work independently.
• Strong time management skills and able to prioritize in a demanding environment; able to manage deadlines in a fast-paced business with frequent changes and short deadlines.
• Strong organizational skills; able to manage and complete a broad range of concurrent assignments/projects with efficiency and accuracy.
• Demonstrates a high degree of integrity, initiative, challenge and drive and effectively contributes to a dynamic team environment.
• Understanding of the mutual fund and retirement industry
• Working knowledge of statement and media production preferred
• Working and Adobe Experience Manager Forms software preferred

Preferred Qualifications, Capabilities, and Skills 

• FINRA Series 6 and Series 63 licenses preferred.