Data Operations Analyst - Team Leader

You are a strategic thinker passionate about driving solutions in Financial Reporting Technical Support & Fund Servicing. You have found the right team.

As “Financial Reporting Technical Support & Fund Servicing Professional / Lead” within our “Fund Services Operations Team”, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Provide technical support for financial reporting systems and vendor tools to ensure accurate, efficient report generation.

• Prepare financial statements and reports in accordance with GAAP and applicable regulatory requirements.

• Resolve technical issues by collaborating with finance, accounting, and operations teams.

• Analyze data to identify trends, variances, and opportunities to improve financial reporting processes.

• Maintain documentation for financial reporting procedures and technical specifications.

• Implement new financial reporting systems and support upgrades to existing platforms.

• Train team members on financial reporting tools, processes, and best practices.

• Monitor compliance with internal control policies and procedures impacting financial reporting.

• Support audits by assisting with readiness activities and partnering with external auditors as needed.

• Execute routine fund servicing transactions in line with established guidelines and procedures.

• Strengthen cybersecurity practices by detecting potential threats and helping safeguard information and systems.

Required qualifications, capabilities and skills

• Bachelor’s/Master’s degree in Accounting, Finance, Engineering, or a related field.

• Minimum 5 years of experience in financial reporting or technical support roles.

• Demonstrated understanding of financial reporting standards (GAAP, IFRS).

• Working knowledge of financial reporting software and tools (e.g., SAP, Oracle, Confluence-Unity, DFIN-Arc).

• Basic knowledge of coding.

• Proven analytical and problem-solving skills, including troubleshooting technical reporting issues.

• Strong attention to detail and accuracy.

• Ability to communicate complex financial information clearly to non-financial stakeholders.

• Ability to work collaboratively in a team environment.

• Baseline knowledge or equivalent expertise in fund servicing operations, including routine transactions and process improvements.

• Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.

Preferred qualifications, capabilities and skills

• Experience with data analysis and reporting tools (e.g., Excel, Power BI).

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.

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.