Asset Management - Client Service Contract Team - Contract Specialist - Associate

Take charge of the contract management process for J.P. Morgan’s diverse investment products, where your expertise drives business growth, strengthens key partnerships, and puts you at the center of high-impact collaboration with senior leaders and industry experts.

As the Contract Specialist within JP Morgan’s Asset Management you are an accountable member of the US Intermediary Contract team with primary responsibility for the contract management process - approval, negotiations and administration for the J.P. Morgan Mutual Funds, Global Liquidity, 529, Commingled, ETF, Alternatives and Managed Account businesses.  This includes responsibility for the approval process,  administration, preparation, and negotiation of contracts, coordination of due diligence, and responsibility for processes and controls relating to the timely completion of  contracts.  These contracts play a critical role in enabling business growth and maintaining relationships with our Intermediary partners. This position fosters relationships and regularly interacts with senior management, sales teams, business leaders, and legal and compliance personnel across multiple investment lines (US Funds, Institutional, Global Liquidity, Separately Managed Account businesses).

Job responsibilities

• Manage the standard contract and governance process; ownership of the bespoke/negotiated contracts, across our various investment products; information resource to legal, line of business senior management, sales and service teams in Funds impacted by the contract process
• Maintain central records for all contracts and respective fee arrangements with financial intermediaries; includes accountability for data integrity and oversight of contract management tool. Maintenance and ownership of department contract procedures
• Partner with internal legal – running the weekly meeting,  manager, compliance, invoice team, product, sales management and management of other functional areas to coordinate effective, fluid and timely management of the contract negotiation process

• Expected to make decisions concerning the day-to-day operation of the various entities, exercise good judgment and escalate issues appropriately

• Anticipate the needs of clients and work to consistently meet or exceed those needs, will require regular interaction with senior level personnel at the Funds’ distribution partners

• Work independently or in coordination with internal sales team to address client inquiries and respond to information requests

• Become the agreement expert; fully understand how J.P. Morgan Funds conducts business across various sales channels and client segments

Required qualifications, capabilities, and skills

• Bachelor’s degree required
• Experience in asset management, compliance, or legal
• Strong time, project management, and organizational skills in deadline-driven environments
• Motivated self-starter focused on client service, able to work independently and as part of a team
• Mindset for continuous process improvement, influencing change and collaboration across the organization
• Solution-oriented, leading initiatives to enhance processes and drive results.
• Excellent communication and presentation skills, able to tailor messages for various audiences; proficient in Microsoft Office (Word, Excel, PowerPoint) and reporting

Preferred qualifications, capabilities, and skills

• FINRA Series 6 or 7 strongly preferred