You are joining a team at the heart of Asset Management, where USBP acts as the trusted Administrator and fiduciary for the J.P. Morgan Fund complex, overseeing nearly 300 pooled vehicles and $1.8 trillion in assets under management.
As a Board Manager within Asset Management, you will play a pivotal role as a member of the Board Management team within USBP, overseeing the relationships for five distinct Boards. You will be responsible for managing day-to-day operations and collaborating across key functional areas, including Board Management, Product Development, Product Administration, Tax, and Business and Regulatory Controls. Your specific duties will focus on maintaining strong Board relationships, ensuring effective governance, and supporting the overall management of pooled vehicles.
Job responsibilities
- Assist with the production of quarterly meeting materials for each Board/meeting, including quality control and timely delivery of materials
- Manage agendas and/or serving as the point of contact for certain Boards
- Maintain follow-up lists to ensure actionable items from each Board meeting are completed
- Assist with annual contract renewal process pursuant to Section 15(c) of the Investment Company Act of 1940
- Manage logistical details for each Board meeting
- Monitor regulatory environment and partnering with Legal and Compliance to ensure changes are adequately addressed in Board meetings
- Coordinate annual Trustee and Officer questionnaires
- Provide support of the J.P. Morgan Funds Chief Administrative Officer, as needed
- Provide support for other ad hoc projects as requested from the Boards and/or defined by business needs, including new products, changes in regulatory requirements, and other changes in the asset management industry
- Serve as the point of contact for the firm's Third-Party Oversight program with respect to certain engagements
Required qualifications, capabilities, and skills
- Bachelor's degree and Minimum of 10 years mutual fund/institutional account experience
- Knowledge of the asset management business, including strong understanding of fiduciary responsibilities, compliance and regulatory issues affecting pooled vehicles
- Strong relationship building and influencing skills
- Strong project management skills and a keen sense of organization and sharp attention to detail
- Ability to work independently, as well as in a team environment
- Excellent oral and written communication skills
- Demonstrated effectiveness in accomplishing tasks within a dynamic and fast-paced environment
- Strong analytical skills
ABOUT USJPMorganChase, 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 TEAMJ.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.
