LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
Forgot password?
Don't have an account?
or
Join Canary Wharfian
By signing up, you agree to our Terms & Conditions and Privacy Policy.
or

Analyst - Institutional Investment Solutions - Program Support

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Analyst - Institutional Investment Solutions - Program Support (Mumbai, India)** Support IIS team in delivering OCIO solutions, driving operational excellence across Outsourced Chief Investment Officer (OCIO) services. Key responsibilities include: - Streamlining monthly investment data execution, ensuring accuracy, timeliness, and scalability. - Maintaining and enhancing investment advice tools, driving usability and continuous improvement. - Producing and enhancing investment analytics and reporting, improving consistency and efficiency. - Creating and improving operational controls for investment operations processes. - Assisting in writing RFPs and supporting strategic projects for investment operations. Required qualifications: - Bachelor's degree in Finance, Economics, Operations, or related field. - 2+ years of experience in operational support, program management, or financial services. - Strong analytical, problem-solving, and communication skills. - Ability to manage multiple priorities in a fast-paced environment. - Process improvement mindset with strong documentation skills. Basic Python knowledge beneficial.

Compensation
Not specified

Currency: Not specified

City
Mumbai
Country
India

Full Job Description

Location: Mumbai, Maharashtra, India

Join the Institutional Investment Solutions (IIS) team and help deliver Outsourced Chief Investment Officer (OCIO) solutions to endowments, foundations, family offices and retirement plans. Play a key role in business and investment operations, governance, and financial process support across a dynamic organization. 

 

As an Analyst in the IIS Program Support team, you drive operational excellence, maintain control frameworks, support regulatory requirements, and act as a liaison across business and finance teams to ensure smooth execution of critical processes.

 

Job Responsibilities

  • Support, streamline, and automate the execution of recurring monthly investment data requirements, ensuring accuracy, timeliness, and scalability.
  • Own the ongoing maintenance and enhancement of investment advice tools used by institutional retirement advisors, partnering with stakeholders to drive usability and continuous improvement.
  • Produce and enhance investment analytics and reporting for clients, advisors, management, and governance forums, including identifying opportunities to improve consistency, transparency, and efficiency.
  • Create, own, and continuously improve operational controls (including execution, testing/validation, and enhancements) to strengthen accuracy, resiliency, and risk management across investment operations processes.
  • Assist in writing RFPs for the business.
  • Provide ad-hoc support on strategic projects related to investment operations for the retirement plan Consulting program, contributing to initiatives that improve platform capabilities and operating model effectiveness.

 

Required qualifications, capabilities and skills

  • Bachelors degree in Finance, Economics, Operations, or a related field.
  • 2+ years of experience in operational support, program management or financial services.
  • Strong analytical and problem-solving skills with attention to detail.
  • Basic understanding of Python would be an added advantage.
  • Effective written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced environment. 
  • Process improvement mindset with strong documentation skills.
You support investment operations, financial processes, RFPs, controls and ensuring smooth execution and compliance

Analyst - Institutional Investment Solutions - Program Support

Compensation

Not specified

City: Mumbai

Country: India

J.P. Morgan logo
Bulge Bracket Investment Banks

a month ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Analyst - Institutional Investment Solutions - Program Support (Mumbai, India)** Support IIS team in delivering OCIO solutions, driving operational excellence across Outsourced Chief Investment Officer (OCIO) services. Key responsibilities include: - Streamlining monthly investment data execution, ensuring accuracy, timeliness, and scalability. - Maintaining and enhancing investment advice tools, driving usability and continuous improvement. - Producing and enhancing investment analytics and reporting, improving consistency and efficiency. - Creating and improving operational controls for investment operations processes. - Assisting in writing RFPs and supporting strategic projects for investment operations. Required qualifications: - Bachelor's degree in Finance, Economics, Operations, or related field. - 2+ years of experience in operational support, program management, or financial services. - Strong analytical, problem-solving, and communication skills. - Ability to manage multiple priorities in a fast-paced environment. - Process improvement mindset with strong documentation skills. Basic Python knowledge beneficial.

Full Job Description

Location: Mumbai, Maharashtra, India

Join the Institutional Investment Solutions (IIS) team and help deliver Outsourced Chief Investment Officer (OCIO) solutions to endowments, foundations, family offices and retirement plans. Play a key role in business and investment operations, governance, and financial process support across a dynamic organization. 

 

As an Analyst in the IIS Program Support team, you drive operational excellence, maintain control frameworks, support regulatory requirements, and act as a liaison across business and finance teams to ensure smooth execution of critical processes.

 

Job Responsibilities

  • Support, streamline, and automate the execution of recurring monthly investment data requirements, ensuring accuracy, timeliness, and scalability.
  • Own the ongoing maintenance and enhancement of investment advice tools used by institutional retirement advisors, partnering with stakeholders to drive usability and continuous improvement.
  • Produce and enhance investment analytics and reporting for clients, advisors, management, and governance forums, including identifying opportunities to improve consistency, transparency, and efficiency.
  • Create, own, and continuously improve operational controls (including execution, testing/validation, and enhancements) to strengthen accuracy, resiliency, and risk management across investment operations processes.
  • Assist in writing RFPs for the business.
  • Provide ad-hoc support on strategic projects related to investment operations for the retirement plan Consulting program, contributing to initiatives that improve platform capabilities and operating model effectiveness.

 

Required qualifications, capabilities and skills

  • Bachelors degree in Finance, Economics, Operations, or a related field.
  • 2+ years of experience in operational support, program management or financial services.
  • Strong analytical and problem-solving skills with attention to detail.
  • Basic understanding of Python would be an added advantage.
  • Effective written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced environment. 
  • Process improvement mindset with strong documentation skills.
You support investment operations, financial processes, RFPs, controls and ensuring smooth execution and compliance