Senior Insurance Accounting, Reporting & Onboarding Specialist - Executive Director

Overview

An exciting opportunity to join the Global Client Onboarding team, based in EMEA, responsible for project managing the end-to-end implementation of new Institutional client mandates, JPM Fund launches and Life-Cycle events on the respective investment accounting platform(s). The team works cross-functionally with Clients, Senior Representatives from Investment Desks, Product Development, Client Account Management, Compliance, Risk and Control functions, as well as subject matter experts in Investment Operations, Technology and third-party vendors.

Accounting and Regulatory Reporting activities include advising clients and prospects on investment accounting best practices and reporting requirements on various accounting bases (Statutory, local GAAP, or IFRS) across a variety of client types and geographies. Additionally, this function partners on various aspects of client services, administration, and operational support, offering best practice solutions for client data transparency and integration leveraging internal systems, platforms, and third-party data via our partnership with Clearwater Analytics.

• Ensuring JPM's infrastructure is properly set up to support evolving clients and prospects needs globally for a wide variety of asset types, including accounting and regulatory reporting compliance.
• Be a functional subject matter expert demonstrating a high degree of independent decision making, autonomy and execute sound judgement.
• Project manage new account onboardings for Institutional and Strategic client mandates.
• Act as point of contact with and for the client during the end-to-end onboarding, and service the future client needs.
• Act as liaison with other parts of the organization including operations, client account management, client reporting, portfolio management, vendor management, and sales teams.
• Support key audit initiatives with consistent documentation within JPMAM.
• Able to quickly form global relationships and develop a key network of contacts to source information both internally and externally.
• Must be comfortable initiating projects independently across a broad constituency to affect and evolve change.
• Supports and researches various new regulatory investment accounting and reporting related pronouncements.
• Applies local GAAP, STAT, IFRS, and other regulatory accounting treatment to complex investment accounting transactions and demonstrates understanding of key implications. Work with clients to explain how such treatment impacts their income statement and/or balance sheet.
• Support the global client onboarding teams to develop best practice standards and consistency and identify ways to improve processes/procedures to enhance the Client Experience.
• Undergraduate degree in finance or accounting (or work experience that demonstrates the appropriate skills).
• Master's degree, CFA or CPA designations are a plus, but not required.
• Strong experience working with multiple investment types and/or regulatory reporting/filings.
• Ability to work under tight deadlines.
• Knowledge of regulatory frameworks such as National Association of Insurance Commissioners (NAIC), Securities and Exchange Commission (SEC), Bermuda Monetary Authority (BMA) and Solvency 2 and their subsequent reporting requirements.
• Knowledge of multiple asset classifications and types, including derivatives, fixed income, loan backed and structured securities, private equity, bank loans, and limited partnerships.
• Experience including work in an accounting, financial reporting role of and insurance (Life and/or PC), or financial services company that services insurance companies.
• Experience using and knowledge of the Clearwater Analytics platform.
• Strong written communication skills, including the ability to prepare high quality presentation materials for clients.
• Ability to articulate complex investment strategies/processes in a clear and concise manner and comfort in interacting with clients during meetings and over the phone.
• Solid knowledge of balance sheet and income statement components.
• Ability to work across all 3 major regions when needed.
• Knowledge of Operational and Data Flows of various investment…