AM CLIENT SERVICE & REPORTING - Analyst

Job Description

J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of clients and consumers under its J.P. Morgan and Chase, and WaMu brands.JPMorgan Asset Management (AM) is a leading asset 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. Job Specification We are looking for a highly skilled, motivated and experienced individual for one of the Team lead position in the Global Reporting & Publishing (GRAP) team. The successful candidate must have proven track record of having held leadership position in prior stint and managing teams. He / she should have excellent analytical and problem solving skills for not just supervising the daily operations of the team but also develop, implement, and manage the broader program/s throughout the Reporting lifecycle. GRAP team is a part of Client Service organization within JP Morgan Asset Management. The Team supports the Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients. GRAP team is responsible for providing reporting, publishing and client service supports across all product groups and strategies for global institutional investor and funds. Roles & Responsibilities
• Ownership and Oversight of the function, making sure requests are understood, completed & delivered with highest accuracy & timeliness
• Understand and implement regulatory requirements and changes across reporting and publishing teams
• Manage and lead the team and team leads; guide and mentor team members to do their work effectively
• Engage with team members for performance & career management, including setting goals & providing timely feedback as well as year-end appraisal
• Managing stakeholder expectations with regular updates and strong governance model
• Guide the teams to complete all manual or automated client & fund reports and marketing material, coordinate with Sales, Product, Client service teams and all relevant stakeholders;
• Complete various ad-hocs, custom reports & other tasks as assigned;
• Drive local and global strategic initiatives on process improvements, transformation and control enhancement
• Partner with global teams to manage transition of work to India including managing project charters
• Understand the numbers being reported, build the domain expertise including product knowledge
• Escalate issues / concerns to senior management as necessary; Assist the team with issue resolution and manage escalations and expectations
• Hire talent and work on various people related agenda to upskill the team through in-person and online trainings
• Prepare internal MIS and other management reporting as assigned
• Adhere to Company s Code of Conduct and help the team follow the same
Experience & Skill Set
• Graduate with 4-5 years of experience / Post graduate with 2-3 years of experience
• CFA pursuant would have a distinct advantage
• Investment accounting knowledge and/or regulatory experience would be advantageous
• Understanding of the asset management business, various asset classes and investment products is desirable
• Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
• Financial market awareness and understanding of basic financial concepts
• Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook skills (intermediate/advanced)
• Excellent communication skills, both verbal and written; excellent writing skills in English
• Outstanding numeracy/quantitative skills
• Ability to communicate in a clear, concise and efficient manner with multiple teams and stakeholders
• Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
• Outstanding accuracy and attention to detail
• 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 multi-tasking 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 self-starter, creative and be able to prioritize key tasks effectively
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Keyskills :
code of conducthedge fundsglobal salesglobal teamsadobe acrobatwriting skillssmall businesscustom reportsproblem solvingasset managementissue resolution