Eric Barrett Weinstein
Cohasset
Summary
Analytical and relationship-driven financial services professional with 6+ years of experience in mutual fund and ETF accounting, partnering closely with asset management clients and driving operational efficiencies through automation and analytics. Recognized for strong client engagement, problem-solving, and process improvement skills, with a passion for continued professional growth and strategic impact.
Overview
10
10
years of professional experience
Work History
Assistant Vice President
JPMorgan Chase & Co.
Boston, MA
12.2024 - Current
- Corporate and Investment Bank – Client Service
- Managed accounting and security records for mutual fund portfolios exceeding $13.9T in assets, ensuring accurate daily reconciliation and error-free reporting
- Supported the successful launch and due diligence of new investment products, delivering seamless implementations and on-time client rollouts
- Partnered cross-functionally with internal operations, external stakeholders, and clients to resolve processing issues and improve reporting accuracy
- Investigated and resolved securities transaction and accounting discrepancies, mitigating reconciliation risks and maintaining financial integrity across books and records
Associate / Officer
JPMorgan Chase & Co.
Boston, MA
07.2020 - 12.2024
- Corporate and Investment Bank – Client Service
- Provided direct support for client portfolios totaling more than $1.5T in assets, overseeing daily deliverables, issue resolution, and client communications
- Improved end-of-day file dissemination timeliness by 20% through benchmark review enhancements and streamlined pricing workflows
- Built KPI dashboards and automated reporting solutions using Tableau and Alteryx, reducing manual effort and strengthening operational risk oversight
- Led daily reporting processes in collaboration with Middle Office teams, delivering accurate client reporting while minimizing delays and exceptions
- Maintained timely and accurate fund reporting during periods of market volatility, including the COVID-19 pandemic and global financial disruptions
Corporate Analyst Development Program
JPMorgan Chase & Co.
Boston, MA
07.2020 - 11.2020
- Corporate and Investment Bank – ETF Testing
- Tested ETF platform workflows in UAT during new-client releases to validate end-to-end processing and readiness
- Oversaw valuation and exception management for more than 250 ETF funds daily, ensuring all breaks and out-of-tolerance items were resolved before dissemination deadlines
- Coordinated with technology, product development, and client teams to support the design, testing, and deployment of new financial products
- Drove execution of ETF operational initiatives by facilitating cross-functional collaboration, tracking organizational priorities, and supporting strategic client projects
Utility Governance
Corporate and Investment Bank
04.2019 - 10.2020
- Facilitated weekly calls with 20+ hubs to triage open items, assign owners, and drive daily resolution
- Built templates and metrics to analyze trend drivers, track recurring issues, and support senior management reporting
- Streamlined Excel reconciliation and oversaw remediation of 100+ items by validating inputs and closing breaks
- Resolved cash and asset breaks by aligning clearance paths, escalating blockers, and coordinating follow-ups
Operations Control Management
Corporate Bank
07.2018 - 03.2019
- Managed pricing controls by facilitating weekly error calls, tracking root-cause trends, and coordinating remediation
- Created process flows for pricing activities and presented risk-mitigation proposals with clear controls to leads
- Performed control testing, documented results, and supported action plans through implementation and follow-up
International Processing Analyst
State Street Bank
Hadley, MA
05.2016 - 01.2017
- Processed international trades in State Street platforms, reconciling details and supporting daily settlement deadlines
- Investigated exceptions across time zones, escalated breaks, and coordinated resolution within business hours
Education
Bachelor of Business Administration - Finance
University of Massachusetts Amherst - Commonwealth Honors College
Amherst, MA05-2018
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Universitat Autònoma de Barcelona
Barcelona, Spain06-2017
Skills
- Computer: MS Office (Word, PowerPoint, Access, Visio, and Excel), SharePoint, Tableau, Alteryx, Project Management
Timeline
Assistant Vice President
JPMorgan Chase & Co.
12.2024 - Current
Associate / Officer
JPMorgan Chase & Co.
07.2020 - 12.2024
Corporate Analyst Development Program
JPMorgan Chase & Co.
07.2020 - 11.2020
Utility Governance
Corporate and Investment Bank
04.2019 - 10.2020
Operations Control Management
Corporate Bank
07.2018 - 03.2019
International Processing Analyst
State Street Bank
05.2016 - 01.2017
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Universitat Autònoma de Barcelona
Bachelor of Business Administration - Finance
University of Massachusetts Amherst - Commonwealth Honors College
Strengths
- Problem Solver
- Analytical
- Reliable/Consistent
- Coachable/Accountable
- Collaborative
- Critical Thinker
- Creative
- Resourceful
- Pragmatic
- Organized
- Detail Oriented
- Efficient