Asset Management - Client Reporting - Asociate

Posted 9 Hours Ago
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Bengaluru, Karnataka
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Associate in Client Reporting, you will generate various reports, perform data checks, respond to client queries, collaborate with stakeholders, and drive process improvements. You will focus on ensuring timely and accurate reporting for institutional clients, alongside developing domain expertise and assisting in strategic initiatives.
Summary Generated by Built In

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.

Top Skills

Acrobat
Excel
Outlook
PowerPoint
Word

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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