Job Description
Function overview:
Research Operations, part of the wider Markets Operations, consists of 35 people spread across 5 teams. Each team manages different aspects of Research Operations, partners with various global teams including Senior Management, Compliance, Legal, Technology etc. and is instrumental in driving Global Projects. The functions of each team vary from provisioning research access for clients; maintaining client data integrity; MIS Reporting and analytics support for various performance metrics and research business management; maintaining disclosures for research reports and analyst permissions for publishing research; production support, and maintenance of our financial database.
Key responsibilities:
• Onboarding of Corporate and Non Corporate Research Analysts and other users into the proprietary system
• Onboarding of Companies into iMaintain to be covered by Equity and Credit Analysts
• Static reference data maintenance of Users and Companies in the proprietary system
• Company specific Disclosures: This includes the identification during onboarding , monthly review and analysis of conflicts of interest disclosures
• Amendments to the Disclosure database wherein the literature for the static and dynamic disclosure data that appears on Research Reports is stored
• Execution of Daily, Weekly, Monthly and Quarterly Reference data and Risk & Control tasks
• Communicate and interact regularly with the Research analysts and Research teams globally
Required attributes:
• Strong communication skills, both verbal and written to be able to partner with a number of teams globally
• Be a self-starter and demonstrate commitment to work and to the team
• Detail oriented with a mindset for data quality control
• Ability to operate in a fast paced environment, multi task and prioritize work efforts and able to adjust to changing priorities
• Excellent problem solving skills
• Take ownership for responsibilities and projects
• Should have a collaborative work style, fostering co-operation and teamwork.
• Flexible to work in rotating shifts as per Asia and EMEA timings
Q ualifications:
• Bachelor's degree
• Proficiency in Excel, PowerPoint, Word
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
Research Operations, part of the wider Markets Operations, consists of 35 people spread across 5 teams. Each team manages different aspects of Research Operations, partners with various global teams including Senior Management, Compliance, Legal, Technology etc. and is instrumental in driving Global Projects. The functions of each team vary from provisioning research access for clients; maintaining client data integrity; MIS Reporting and analytics support for various performance metrics and research business management; maintaining disclosures for research reports and analyst permissions for publishing research; production support, and maintenance of our financial database.
Key responsibilities:
• Onboarding of Corporate and Non Corporate Research Analysts and other users into the proprietary system
• Onboarding of Companies into iMaintain to be covered by Equity and Credit Analysts
• Static reference data maintenance of Users and Companies in the proprietary system
• Company specific Disclosures: This includes the identification during onboarding , monthly review and analysis of conflicts of interest disclosures
• Amendments to the Disclosure database wherein the literature for the static and dynamic disclosure data that appears on Research Reports is stored
• Execution of Daily, Weekly, Monthly and Quarterly Reference data and Risk & Control tasks
• Communicate and interact regularly with the Research analysts and Research teams globally
Required attributes:
• Strong communication skills, both verbal and written to be able to partner with a number of teams globally
• Be a self-starter and demonstrate commitment to work and to the team
• Detail oriented with a mindset for data quality control
• Ability to operate in a fast paced environment, multi task and prioritize work efforts and able to adjust to changing priorities
• Excellent problem solving skills
• Take ownership for responsibilities and projects
• Should have a collaborative work style, fostering co-operation and teamwork.
• Flexible to work in rotating shifts as per Asia and EMEA timings
Q ualifications:
• Bachelor's degree
• Proficiency in Excel, PowerPoint, Word
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
💡 Quick Summary
Seeking a career-building opportunity? The Cib Client Service Analyst Team Leader 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.