Posted 16 days ago
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As a Fund Servicing Analyst you will execute routine fund servicing transactions and support reporting operations, with a focus on Tableau and Alteryx automation. You will build and optimize ETL workflows, design interactive dashboards, and schedule automated client reports to meet deadlines. The role requires close collaboration with internal teams and clients to translate reporting needs, ensure data accuracy, troubleshoot issues, and document processes. This position offers opportunities to improve processes and develop technical and analytical skills within fund services.
- Compensation
- Not specified
- City
- Bengaluru
- Country
- India
Currency: Not specified
Full Job Description
Location: Karnataka, India
We welcome you to join one of the world’s top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees’ personal and professional development.
Job Summary
Job Summary
As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our team's success.
Job responsibilities
Job responsibilities
- Create, automate, and maintain client reports using Tableau and Alteryx.
- Schedule and automate report generation and distribution to meet client deadlines.
- Work closely with internal teams and clients to understand reporting needs and translate them into effective data solutions.
- Build and optimize Alteryx workflows for data extraction, transformation, and loading (ETL) to support reporting requirements.
- Design interactive dashboards in Tableau to present complex data clearly and effectively.
- Ensure accuracy, consistency, and integrity of data across all client reports.
- Troubleshoot and resolve issues related to data, workflows, and reporting processes.
- Stay updated with the latest features and best practices in Tableau and Alteryx to enhance reporting processes.
- Document processes, workflows, and reporting standards for knowledge sharing and compliance.
Required qualifications, capabilities, and skills
- Bachelor’s degree in a related field (Data Analytics, Information Systems, Business, Finance).
- Proven experience in client reporting, ideally within financial or professional services.
- Strong proficiency in Tableau for dashboard creation and data visualization.
- Solid experience with Alteryx for data preparation, ETL, and workflow automation.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Attention to detail and commitment to data quality.
Preferred qualifications, capabilities, and skills
- Knowledge of SQL or other database querying languages.
- Experience with other reporting or BI tools.
- Understanding of data governance and compliance requirements.
- Experience with large datasets and complex data sources is a plus.
