Asset Management – Client Reporting – Analyst

Asset Management – Client Reporting – Analyst

  • Anywhere

Company Name:-
JPMorgan Chase Bank, N.A.

Job Location:-
Bengaluru, Karnataka

Job Summary:-
J.

P.

Morgan Asset Management is a leading 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.

Clear focus on managing client assets and delivering strong risk-adjusted returns.

Investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity.

Global Reporting & Publishing Team forms part of Global Investment Management Client Service group within JP Morgan Asset Management.

The team supports 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.

Key responsibilities include: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
Provide support for regulatory reporting, including MIFID, KIID and likewise
Liaise with various groups like client portfolio managers, account managers, sales teams and technology partners to gather required information for production and/or enhancements
Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
Maintain group mailbox, trackers and assist with MIS reporting
Assist training to junior colleagues where relevant
Assisting other team members with various tasks, including reviews of the tasks completed
Maintain operating procedures for all activities
Maintain control over accesses across different tools, shared drives and other material including user tools
Adhere to company’s code of conduct as well as complete all mandatory trainings
Develop domain expertise across all functions within the team by continuous up-skilling through i

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