Job Description
Job Summary
J.P. Morgan Asset Management is a leading global manager for institutions, financial intermediaries, and individual investors. With over two centuries of heritage, a broad range of strategies, and professionals in major markets worldwide, we offer unmatched investment experience and insight.
The EMEA Client Reporting Team, part of the Client Service organization within JPMorgan Asset Management, supports European Sales, Marketing, Client Account Managers, and Products teams in delivering exceptional service. The team handles reporting and client service across all product groups and strategies for EMEA institutional investors and fund clients.
Job Responsibilities
* Onboard new client reporting, including attending client meetings as needed.
* Engage with stakeholders such as Investment Specialists, Portfolio Analysis, Client Account Managers, Advisors, Sales Teams, and Onboarding Management.
* Resolve client queries efficiently, coordinating with relevant internal groups.
* Collaborate with Mumbai and Bangalore reporting teams to ensure smooth transition to BAU and address issues.
* Work with the Client Reporting Data and Platforms team to identify and resolve data and system gaps, involving automation and tech partners.
* Identify opportunities to streamline, standardize, and automate processes for scalable client solutions.
* Manage vendor relationships as necessary.
* Focus on managing client assets and delivering strong risk-adjusted returns across asset classes including equity, fixed income, cash, currency, real estate, hedge funds, and private equity.
Required Qualifications, Capabilities, and Skills
* Understanding of financial markets, reporting experience, and knowledge of investment accounting and performance data.
* High competency in reviewing data and reports, with quick issue identification.
* Attention to detail and accuracy.
* Willingness to learn and adapt in a rapidly evolving reporting environment.
* Strong interpersonal and communication skills for collaborative work.
* Self-motivated, curious, proactive, and able to multi-task in a fast-paced environment.
Additional Skills
* Proficiency in MS Word, Excel, PowerPoint, and ability to learn internal systems quickly.
* Creative, flexible, organized, and capable of prioritizing and multitasking.
* Project management experience is a plus.
J.P. Morgan Asset & Wealth Management offers leading investment and private banking solutions, covering a full spectrum of asset classes worldwide.
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