Job Description
Job details
Job Type
Full-time
Regular / Permanent
Full Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team .
As a client reporting professional in our Client Service team, you will spend each day defining, refining and delivering set goals for our firm. You will support Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients across all product groups and strategies for global institutional investor and funds.
Job Responsibilities:
Prepare and deliver all assigned bespoke customized and automated client and fund reports and other assigned tasks with highest accuracy and in a timely manner through the use of reporting tools and procedures
Produce and deliver periodic marketing materials, fund factsheets and other fund documents
Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
Maintain group mailbox, trackers and assist with MIS reporting
Liaise with various groups like client portfolio managers, account managers, sales teams and technology partners to gather required information for production and/or enhancements
Assisting other team members with various tasks, including reviews of the tasks completed
Develop domain expertise across all functions within the team by continuous up-skilling through in-person and online trainings
Required qualifications, capabilities and 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
Preferred qualifications, capabilities and skills:
Graduate with 6 - + years of experience / Post graduate with 5- 8 years of experience
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 J.P. Morgan Asset Management investment products, in order to succeed in the role
Ability to work on Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook
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.
Job Type
Full-time
Regular / Permanent
Full Job Description
You are a strategic thinker passionate about driving solutions. You have found the right team .
As a client reporting professional in our Client Service team, you will spend each day defining, refining and delivering set goals for our firm. You will support Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients across all product groups and strategies for global institutional investor and funds.
Job Responsibilities:
Prepare and deliver all assigned bespoke customized and automated client and fund reports and other assigned tasks with highest accuracy and in a timely manner through the use of reporting tools and procedures
Produce and deliver periodic marketing materials, fund factsheets and other fund documents
Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
Maintain group mailbox, trackers and assist with MIS reporting
Liaise with various groups like client portfolio managers, account managers, sales teams and technology partners to gather required information for production and/or enhancements
Assisting other team members with various tasks, including reviews of the tasks completed
Develop domain expertise across all functions within the team by continuous up-skilling through in-person and online trainings
Required qualifications, capabilities and 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
Preferred qualifications, capabilities and skills:
Graduate with 6 - + years of experience / Post graduate with 5- 8 years of experience
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 J.P. Morgan Asset Management investment products, in order to succeed in the role
Ability to work on Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook
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 Client Reporting | Associate position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, Maharashtra 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.
