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Client Reporting

1 month ago

Goregaon East Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client’s full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.

As an Associate in Client Reporting team, you will be completing various reports and steer strategic initiatives for the team.

**Responsibilities**:

- Complete various ad-hocs, custom reports & other tasks as assigned.
- Steer local and global strategic initiatives on process improvements, transformation and control enhancement.
- Understand the numbers being reported, build the domain expertise including product knowledge.
- Work on Regulatory reports for Funds such as KiiDs, Factsheets, etc
- Active interaction and training with teams where required
- Develop domain expertise across all functions within the team by continuous up-skilling through in-person and online trainings
- Working with Client Reporting’s dedicated automation specialists and Technology partners to deliver automated, scalable solutions.
- Ad-hoc projects - Working with various individuals and groups on projects related to different asset groups/strategies

**Required qualifications, capabilities and skills**
- Graduate with at least 10 years of experience / Postgraduate with at least 8 years of experience.
- Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook skills (intermediate/advanced)
- 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 self-starter, creative and be able to prioritize key tasks effectively
- Excellent with analyzing large data sets and completing root-cause analysis of any discrepancies found.
- Strong analytical skills, high aptitude for numbers.
- Strong written communication skills.

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.