Teams at JPMorganChase

Manage day-to-day administration for private equity funds, including books and records, net asset valuations, financial statements, capital calls and distributions, management fees, carried interest, investor allocations, reporting, and capital statements. Coordinate year-end activities with audit and tax teams, resolve client issues, meet SLA timelines, maintain controls, and interpret complex fund structures and governing documents.

Prepare and coordinate Canadian corporate income tax, GST/HST, PST, and QST returns, settlements, reconciliations, and reporting. Support transfer pricing documentation, tax audits, legislative analysis, governance, controls, and external tax advisors. Ensure accurate, timely compliance across Canadian legal entities while maintaining strong documentation, audit readiness, and stakeholder relationships.

Leads strategic pricing platform change within Global Fund Services by managing projects and performing business analysis. Responsibilities include reconciling legacy and strategic pricing data, validating solutions, assessing vendor notifications, managing backlogs, gathering requirements, coordinating Agile delivery, reporting KPIs, and controlling risks. The role partners with operations, technology, strategic change teams, and pricing data consumers to support platform migration, adoption, standardization, and process improvement.