Job Location: Bangalore
The Client Reporting (CR) team is comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Checkbook Processing, Factsheet Oversight, and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues.
The Wealth Management Client Reporting Analyst is responsible for QC analysis, coordination and production of fact sheets, supporting the Global Product and Solutions business. Fact sheets are documents that present fund/composite strategy specific data points for both existing and prospective Private Bank clients who are currently invested(ing) in the funds/strategies. The Client Reporting Analyst will partner with external production vendors as well as internal stakeholders, such as Investor Relations, Front/Middle Office and other data providers, to facilitate the production and distribution of the fact sheet documents.
Responsibilities
Coordinate with third party vendors for production of monthly and quarterly performance reports, as well as facilitate distribution of reports to clients
Liaise with internal stakeholders in order to investigate and resolve issues that may occur throughout BAU production of fact sheets
Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
Assist with additional Client Reporting tasks including: Testing, Quality and Control checks, RCSAs ad hoc request, etc.
Prepare, review and revise Standard Operating Procedures as needed and recommend improvements to remediate risks and enhance controls
Anticipate challenges and implement solutions to ensure a positive client experience
Qualifications
Graduates/Post Graduates.
Strong analytical and problem solving skills
Excellent team player
Escalate potential issues or concerns to management team
Strong client focus
Outstanding attention to detail
Highly motivated with ability to work independently and in a team environment
Excellent verbal and written communication skills
Ability to develop & maintain relationships with business partners
Commitment to quality and control
Ability to think creatively and recommend/implement process improvements
Strong organizational skills to successfully manage multiple tasks at one time
Strong background in use of computer systems (PC and Mainframe)
Knowledge of Private Bank products/services preferred
Strong knowledge of Microsoft Applications, preferably Excel & Access Database.
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, sexual 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.
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