Mumbai, Maharashtra, India
1 day ago
Asset Management - Client Reporting - Associate

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 within the Global Client reporting team, you will be responsible for overseeing the function, ensuring requests are understood, completed, and delivered with the highest accuracy and timeliness. You will work on different traditional asset groups for Manual Reporting and assist with various transformation initiatives. This role provides an opportunity to build domain expertise, steer strategic initiatives, and work collaboratively with local and global teams. 

Job Responsibilities

Possess ownership and oversight of the function, making sure requests are understood, completed & delivered with highest accuracy & timeliness.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.Active interaction and training with teams where requiredDevelop domain expertise across all functions within the team by continuous up-skilling through in-person and online trainingsWork with Client Reporting’s dedicated automation specialists and Technology partners to deliver automated, scalable solutions.Work on 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 skillsStrong work ethic and positive attitudeAbility to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working stylesNeed 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 foundStrong analytical skills, high aptitude for numbersStrong written communication skills

 

 

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