Onboarding Fund Servicing Manager

JP Morgan

Location: Midlothian

Job Type: Full time


As a member of the team you will be responsible for owning and overseeing multiple projects throughout the year to ensure global partners and teams are operationally ready to onboard new business into the firm.

The role will involve managing projects to ensure teams are operationally ready to onboard, migrate or offboard business within the firm; interacting with global stakeholders and service teams impacting clients; remediation of issues; and support implementation of “go forward” solutions.

Your core responsibilities include:

  • Develop and lead an EMEA based Ops Readiness team reporting to the global ops readiness team lead; applying the current global ops readiness processes, procedures, and standards to each project
  • Manage new client onboardings from a Fund Accounting Operations standpoint, aligning the teams and ensuring they are in position to support successfully in a live environment
  • Individual contributor who can lead effective calls with all global stakeholders, sending out the structured meeting agendas, detailed meeting minutes, issues log and ensure key items are communicated to US counterparts and escalated as needed.
  • Update Senior Management on overall project status, escalating issues as needed. Collect and provide consolidated sign off from all operations teams prior to go-live
  • Drive best practices by working with management to shape and influence decisions that impact operations to help ensure we are in the best possible position to successfully support in a live environment
  • Interact with and lead daily calls with various teams and data sources to create/track project tasks required for numerous client on-boardings, migrations, off-boardings, and fund launches. Ability to multi-task and manage competing priorities.
  • Manage relationships and work directly with operations specific teams, build strong relationships with all global stakeholders in product and technology
  • Manage and Drive project deliverables, both day to day and long-term project based
  • Measure project performance to identify areas for improvement on the current project as well as future projects.
  • A proactive approach to problem solving, taking ownership of issues, and having the determination to follow things through
  • Provide project updates on a consistent basis to various stakeholders about key watch items, issues, and progress
  • Create and refine Best Practices from project to project and share with the global Ops Readiness team
  • Understand and share Operation models and Standard Operating Procedures
  • Hold BAU handover meeting post completion/live date of a project. Maintain detailed list of day 2 items, status and owners for each item to be handed over to OSD to track to completion
  • Prepared to cover other ad hoc complicated fund events when requested by senior management
  • Weekend coverage required on an as needed basis in line with your project’s event calendar


We are looking for a motivated, high performing individual interested in gaining experience in project management within fund accounting operations. Ideal candidate is a Self-starter with ability to manage own workload and deliverables and the ability in time manage others.

  • Bachelor’s Degree (Accounting, Finance, Economics, or Business preferred) Fund Accounting, Custody or Business Management experience
  • Master’s Degree and/or professional certifications in related field preferred
  • Relevant experience in mutual fund operations, preferably in project management
  • Strong analytical, prioritization, organizational, and project management skills (ability to coordinate across multiple touch points and manage a broad array of tasks)
  • Ability to manage multiple projects and processes the skills to be effective in a dynamic, global environment
  • Possess strong interpersonal skills with Excellent verbal and written communication, influencing and presentation skills with the ability to develop and maintain collaborative relationships
  • Control Minded, Team oriented and flexible, with an ability to take ownership over projects and proactively progress them through completion
  • Strong analytical capabilities, ability to synthesize data sets and identify key themes, process solutions (comfort in working from a top down and bottom-up perspective)
  • Analytical skills, problem solving, good critical thinking and decision-making skills.
  • Experience working across multiple business areas and/or functions to deliver results.
  • Ability to work independently and manage priorities in a fast-paced environment
  • Strong knowledge of Excel
You’ve got this!