Job Description
CIB - AFS - PERES Analytics - Financial Reporting - Associate - Mumbai "Job Details"
Job Identification
2103+1844
Job Category
Product
Locations
• L&T Business Park Tower A Lower & Upper Basement (Part) Ground floor, 1st to 10th floor Near L&T Gate no 5, Saki Vihar Road, Mumbai, IN-MH, 400072, IN
Posting Date
03/01/2026, 0+:33AM
Job Schedule
Full time
Job Shift
Day
Job Description
About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $3+3 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Securities Services
Securities Services, is a global industry leader with $18 trillion in assets under custody. J.P. Morgan provides innovative custody, fund accounting and administration and securities services to the world’s largest institutional investors, alternative asset managers and debt and equity issuers. J.P. Morgan’s Securities Services business is comprised of Custody, Accounting, Transfer Agency, Middle Office outsourcing, Foreign Exchange, and other activities related to servicing assets for traditional and alternative funds; it leverages its scale and capabilities in more than 100 markets to help clients optimize efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services.
Function Overview
The successful candidate will be working with the team responsible for PERES client reporting, use and deployment of platforms to achieve optimization in a controlled environment. The candidate will be expected to assist in develop a client reporting function across close ended structures, develop and deploy standardized & customized reporting, client data analytics, work with teams driving change and implement operational efficiencies in a controlled fashion through effective use of our technology stack
Key Roles and Responsibilities
• Work with the global product team to come up with a standard client offering
• Work on developing client reporting solutions using crystal reporting and SSRS
• Liaise with third party technology provider, FIS, to ensure optimal use of technology
• Evaluate/document the existing reports and normalize the reports to remove redundancy
• Evaluate technology training needs of PERES staff and devise adequate training programs to ensure effective technology usage
• Assist in managing IT direct and indirect costs for PERES platforms
• Support Sales and Client Services for clients for pitches
• Enthusiasm & Influence: Drive and influence change within an Operations and Technology environment
• Organization & Planning: Track and monitor multiple deliverables and give clarity and direction to all stakeholders
• Controls: Ensure appropriate adherence to Risk and Control policy and put appropriate risk mitigation in place.
• Communication Skills: Adapt communication style according to audience and occasion while being clear and unambiguous in conveying the message. Ability to influence and manage stake holders is a key
• Proven verbal and written skills for updates as required to senior management including overall governance (milestone tracking and reporting, monthly and quarterly achievements) and call reports
Required Qualifications and Characteristics:
• B Tech/MCA/ BCOM degree and equivalent experience
• Deep techno-functional expertise of FIS Investran & DX
• Crystal, SSRS, Tableau and VBA skills
• Exposure to Private Equity Reporting
• Ability to converse with fund accountants to gather their requirements and the competence to convert the requirements into a reporting solution
• Strong financial and analytical skill set
• Self-starter with a proven track record in private equity fund administration
• Strong organizational and planning skills, with the ability to manage many tasks at once in a structured manner
• An ability to work in teams distributed across the globe and travel to onshore offices
• Specific experience supporting fund administration
• Strong communication and presentation skills, with the ability to interact at all levels (both internal and client)
• Self-motivated, quick learner, comfortable with responsibility
• Strong at building relationships across teams
• Proven good judgment, particularly with prioritizing your own workload – including managing multiple deliveries simultaneously
• Ability to multi-task, dynamically prioritize workloads
The role is based in Mumbai but will involve interaction with J.P. Morgan teams across the globe.
Shift timing: - 2:30 Pm to 11:30 Pm IST
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.
Execution and Management of Corporate & Investment Bank's (CIB) Digital & Platform Services (D&PS) Operations and Technology expense allocation process which includes identification, aggregation and assigning cost to front office businesses on periodic basis
Page CIB - AFS - PERES Analytics - Financial Reporting - Associate - Mumbai - Chase- Candidate Experience page Careers loaded
IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE
Job Identification
2103+1844
Job Category
Product
Locations
• L&T Business Park Tower A Lower & Upper Basement (Part) Ground floor, 1st to 10th floor Near L&T Gate no 5, Saki Vihar Road, Mumbai, IN-MH, 400072, IN
Posting Date
03/01/2026, 0+:33AM
Job Schedule
Full time
Job Shift
Day
Job Description
About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $3+3 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Securities Services
Securities Services, is a global industry leader with $18 trillion in assets under custody. J.P. Morgan provides innovative custody, fund accounting and administration and securities services to the world’s largest institutional investors, alternative asset managers and debt and equity issuers. J.P. Morgan’s Securities Services business is comprised of Custody, Accounting, Transfer Agency, Middle Office outsourcing, Foreign Exchange, and other activities related to servicing assets for traditional and alternative funds; it leverages its scale and capabilities in more than 100 markets to help clients optimize efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services.
Function Overview
The successful candidate will be working with the team responsible for PERES client reporting, use and deployment of platforms to achieve optimization in a controlled environment. The candidate will be expected to assist in develop a client reporting function across close ended structures, develop and deploy standardized & customized reporting, client data analytics, work with teams driving change and implement operational efficiencies in a controlled fashion through effective use of our technology stack
Key Roles and Responsibilities
• Work with the global product team to come up with a standard client offering
• Work on developing client reporting solutions using crystal reporting and SSRS
• Liaise with third party technology provider, FIS, to ensure optimal use of technology
• Evaluate/document the existing reports and normalize the reports to remove redundancy
• Evaluate technology training needs of PERES staff and devise adequate training programs to ensure effective technology usage
• Assist in managing IT direct and indirect costs for PERES platforms
• Support Sales and Client Services for clients for pitches
• Enthusiasm & Influence: Drive and influence change within an Operations and Technology environment
• Organization & Planning: Track and monitor multiple deliverables and give clarity and direction to all stakeholders
• Controls: Ensure appropriate adherence to Risk and Control policy and put appropriate risk mitigation in place.
• Communication Skills: Adapt communication style according to audience and occasion while being clear and unambiguous in conveying the message. Ability to influence and manage stake holders is a key
• Proven verbal and written skills for updates as required to senior management including overall governance (milestone tracking and reporting, monthly and quarterly achievements) and call reports
Required Qualifications and Characteristics:
• B Tech/MCA/ BCOM degree and equivalent experience
• Deep techno-functional expertise of FIS Investran & DX
• Crystal, SSRS, Tableau and VBA skills
• Exposure to Private Equity Reporting
• Ability to converse with fund accountants to gather their requirements and the competence to convert the requirements into a reporting solution
• Strong financial and analytical skill set
• Self-starter with a proven track record in private equity fund administration
• Strong organizational and planning skills, with the ability to manage many tasks at once in a structured manner
• An ability to work in teams distributed across the globe and travel to onshore offices
• Specific experience supporting fund administration
• Strong communication and presentation skills, with the ability to interact at all levels (both internal and client)
• Self-motivated, quick learner, comfortable with responsibility
• Strong at building relationships across teams
• Proven good judgment, particularly with prioritizing your own workload – including managing multiple deliveries simultaneously
• Ability to multi-task, dynamically prioritize workloads
The role is based in Mumbai but will involve interaction with J.P. Morgan teams across the globe.
Shift timing: - 2:30 Pm to 11:30 Pm IST
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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
J.P. Morgan delivers investor solutions that help clients protect their portfolios, optimize their efficiency and maximize opportunities in diverse global markets. Teams support clients across a global custody network spanning 100 markets, with custody and asset servicing, fund accounting and administration, alternative investment services, integrated analytics, agency lending, collateral management and depositary receipt solutions. Clients include asset and fund managers, asset owners, banks and broker-dealers, hedge funds and alternative investors, and insurance companies.
Execution and Management of Corporate & Investment Bank's (CIB) Digital & Platform Services (D&PS) Operations and Technology expense allocation process which includes identification, aggregation and assigning cost to front office businesses on periodic basis
Page CIB - AFS - PERES Analytics - Financial Reporting - Associate - Mumbai - Chase- Candidate Experience page Careers loaded
IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE
💡 Quick Summary
Seeking a career-building opportunity? The CIB | AFS | PERES Analytics | Financial Reporting | Associate position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
