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Awm - Client Services Group - Client Reporting

3 months ago

Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time

About the Employer
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions.

Asset Management division provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through the firm's global network of investment professionals, with around $2.7 trillion of assets under management.

We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide.

With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match.

Asset Management India Client & Product teams cover functions that span across the entire lifecycle of a client.

Starting with Sales & Marketing, the group includes functions like Sales support, Product Strategy, Market Insight, Data Management & Governance, Data Delivery & Solutions and Business Intelligence & Analytics.

The Product teams, comprising of Research analysts, Investment Specialists (IS) and Portfolio Management teams are responsible for providing additional insights to our securities coverage universe, strategy design, commercializing and monetizing our strategies.

The Client Service group caters to functions like RFP, Onboarding, KYC, Client Reporting and Fund level Governance oversight functions involving Product administration, Board management, Funds registration, TA Service Delivery, Product implementation and vendor management services.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.

The current opening is within Client Reporting in India which forms part of the Client Services group within AM India Client and Product.

Our Team
J.P. Morgan Asset Management is a leading manager of choice for institutions, financial intermediaries and individual investors, worldwide.

With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


  • Clear focus on managing client assets and delivering strong riskadjusted returns.
  • Investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity.
Client Reporting Team forms part of Asset Management Client Service group within JP Morgan Asset Management. The team supports Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients across all product groups and strategies for Global Institutional Investor and Funds
**Primary Responsibilities

  • Prepare and deliver all assigned bespoke customized and automated client and fund reports and other assigned tasks with highest accuracy and in a timely manner through the use of reporting tools and procedures
  • Produce and deliver periodic marketing materials, fund factsheets and other fund documents
  • Provide support for regulatory reporting, including MIFID, KIID and likewise
  • Liaise with various groups like client portfolio managers, account managers, sales teams and technology partners to gather required information for production and/or enhancements
  • Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
  • Maintain group mailbox, trackers and assist with MIS reporting
  • Assist training to junior colleagues where relevant
  • Assisting other team members with various tasks, including reviews of the tasks completed
  • Maintain operating procedures for all activities
  • Maintain control over accesses across different tools, shared drives and other material including user tools
  • Adhere to company's code of conduct as well as complete all mandatory trainings
  • Develop domain expertise across all functions within the team by c ontinuous upskilling through inperson and online trainings
  • Support all aspects improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures.
  • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
  • Partner with technology and perform UAT testing for any of the new enhancements and work on the project cycle
  • Organization, prioritization and multitasking skills
  • Strong work ethic and positive attitude
  • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
  • Need to be a selfstarter, creative and be able to prioritize key tasks effectively

Qualifications and skills
Educat