at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
No clicks
**Client Services Analyst:** Drive exceptional client reporting and transformation projects in Mumbai. Manage New Account on-boardings, lifecycle events, and account-related projects. Own end-to-end reporting, ensure data integrity, and solve complex challenges. Thrive in cross-functional teams, utilizing advanced digital tools and strong analytical skills (5+ yrs exp. in Finance, MBA preferred).
- Compensation
- Not specified
- City
- Mumbai
- Country
- India
Currency: Not specified
Full Job Description
Location: Mumbai, Maharashtra, India
As a Client Service Analyst in Operations, you will manage New account on-boardings for JPMorgan Funds and Institutional Client mandates inclusive of Segregated portfolios, Advisory and Sub-Advisory mandates; Lifecycle events such as Mergers, Liquidations and Closures, In-Species and Custody Changes.
Account related projects including: Investment and Operational Solutions for new business opportunities, Design and implementation of new operating models, Implementation of new markets, Support of regulatory driven programs. Collaborate with teams across regions to implement process enhancements and support transformation efforts. Prepare management reports, resolve issues, and deliver custom reporting assignments for stakeholders.
Job responsibilities
- Champion client needs by delivering prompt, accurate solutions and building trusted relationships across a diverse portfolio.
- Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
- Tackle ad-hoc assignments and custom reporting requests with agility, applying analytical skills to solve complex challenges.
- Drive process improvements and transformation initiatives by collaborating with global teams and leveraging innovative thinking.
- Proactively identify, escalate, and resolve issues, preparing impactful management reports that support strategic decision-making.
- Own the end-to-end reporting process, ensuring data integrity, timeliness, and actionable insights for clients and stakeholders.
- Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
- Advanced proficiency in digital tools and technology platforms to streamline workflows and enhance reporting accuracy.
- Strong analytical mindset with a keen attention to detail, capable of interpreting data and identifying improvement opportunities.
- Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
- Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence.
- Professionally qualified Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with 7 years of experience.
- A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement.
- Exceptional communication and interpersonal skills, able to influence and build rapport with clients and colleagues.
- Demonstrated experience in asset management or client reporting, with a focus on delivering value-added solutions.
- Collaborative approach, thriving in cross-functional and multicultural teams while adapting to changing priorities.
Initiative-driven, continuously seeking ways to optimize processes and contribute to a culture of innovation and excellence
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