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Analyst - Global Finance - Asset Management - Client Reporting_Consultant Sales Support

Req #: 170120452
Location: Mumbai, MH, IN
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 20000 Indian Rupee (INR)



The Client Reporting team is part of the Institutional Asset Management group within JPMorgan Asset Management and is responsible for producing and delivering custom and standard monthly and quarterly investment performance reports to Institutional investors throughout the US, as well as maintaining product information on various consultant databases to support the Consultant Sales team.


Team is responsible for gathering the data from the various data sources (portfolio accounting system, product teams, mutual fund teams, etc.) and updating the consultant databases that are used as marketing tool by the sales team. Team also updates templates to provide detailed performance reporting to the clients.


Your primary responsibilities as an analyst for the Consultant & Data Management team would include -  

  • Update & Review Consultant Database with performance, assets, personnel, characteristics and other information of various JPMAM funds and strategies to support consultant sales team
  • Respond to consultants for customized requests regarding clients / strategy performance, key statistics, holdings, benchmark, etc
  • Add products to consultant databases when requested, liaising with product team to gather required information
  • Assisting other team members with various tasks, including reviews of the tasks completed
  • Completing various ad-hocs, Schedule C requests and other tasks as assigned
  • Ensuring reports are prepared on a timely basis with the highest level of quality and timeliness
  • Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process.
  • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues.
  • Ability to communicate in a clear, concise and efficient manner with multiple teams
  • Support all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures


  • Graduate with 4+ years of experience in financial / client service / reporting industry
  • Understanding of the Asset Management business and products
  • Detailed and meticulous, high level of accuracy with no tolerance for error
  • Strong workflow management skill, able to handle high volumes
  • Strong communication skills and ability to multi-task
  • Strong team player and must have the capability to build good working relationships with cross functional/geographical teams
  • Proactive, creative and flexible
  • Ability to simultaneously manage competing priorities and high volumes
  • Control orientated and Risk awareness is essential
  • Understand Operational Risks to reduce Risk Profile

Technical Skill Sets:

  • Strong Microsoft office skills (Word, Excel, Powerpoint)
  • Good working knowledge in Adobe
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