Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team
As an Associate in Client Reporting Team, you will be part of Global Client reporting team. You will be working on different traditional asset groups for Manual Reporting. You will also be helping with different transformation initiatives. You will be responsible for producing and delivering accurate and timely reports such as performance, holdings, transactions, characteristics etc to the institutional or fund clients on daily, weekly, monthly or quarterly basis.
Job Responsibilities
- Generate various types of reports using the internal reporting tool, perform data sanity checks, and ensure all deliverables are completed according to client deadlines with the highest accuracy and timeliness.
- Respond promptly to all client and internal queries.
- Partner and collaborate with various stakeholders within the organization, such as Investment Specialists, and the Performance and Technology teams, to ensure the timely availability of data and content for various reports.
- Complete various ad-hoc tasks, change management requests, and other assigned duties.
- Steer local and global strategic initiatives focused on process improvements, transformation, and control enhancement for the team.
- Develop domain expertise across all team functions by continuously up-skilling through in-person and online training.
- Prepare monthly metrics data.
Required qualifications, capabilities and skills
- Strong work ethic and positive attitude
- Strong written and spoken communication skills
- 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
- Strong analytical skills, high aptitude for numbers
- Strong attention to the details and ability to spot the data discrepancies
- Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook skills (intermediate/advanced)
Preferred qualifications, capabilities and skills
- MBA Finance with at least 6 years of experience into Asset Management industry
About Us
JPMorganChase, 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.
