AM Business Management - Associate (601)

J.P. Morgan is a global leader in asset and wealth management services. The Asset and Wealth Management (AWM) line of business serves institutional, ultrahigh net worth, high net worth clients through its Asset Management (AM) and retail clients through Wealth Management (WM) businesses. W e are one of the largest asset and wealth managers in the world.

AM Distribution teams manage Sales to institutional clients through Client Advisors globally. This position is for an Associate role in the AM Finance & Business Management team extended to India, supporting the global structure. The team is responsible for the Controls, Reporting and Oversight of Financials and Operating metrics for the distribution business as well as supporting various adhoc/business initiatives.

Functional Responsibilities:

- Producing key metrics/decks (e.g. Relationship reviews, Steer Co. decks, Business reviews and dashboards) for the senior management on regular / ad hoc basis containing both financial and operational details

- Assisting with the production of the metric scorecards; providing month-on-month analysis for Country Heads / Client Advisors where required

- Liaising / monitoring with Business teams on various first line of defense controls / audit related aspects - this includes though not limited to: Cross Border monitoring, Alternative Investment Funds testing, Gifts & Entertainment logging

- Producing Analysis reports like Competitor Analysis reports using in-house and external sources

- Engaging with key stakeholders across globe (senior Business Managers, Client Advisors, Country Heads) to understand challenges/pain-points or best practices which then can be shared with the rest of the business

- Play a supporting role in driving business-initiated change management activities across the business (assess the ask, formulate solution in conjunction with business partners, manage the execution, measure success, manage risks & controls)

- Performing analysis of client transactional behavior e.g. spotting key trends and presenting in new and innovative ways

- Provide implementation support including testing of new products, technology tools and business requirements

- Identify and execute on efficiency/automation opportunities in the existing data consolidation/reporting processes

Personal Attributes:

- Ability to understand the requirements of the global partners and assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the oversight process

- Multi-task and prioritize to make sure multiple projects are making progress and prioritize as per business requirements

- Maintaining a very high level of competency when reviewing data and reports; quickly identifying and rectifying data and presentation issues

- Good analytical skills to understand and formulate the problem looking at reports / processes and build solutions

- Excellent communication (verbal / written) skills to liaison between Sr. Management and various teams like Controls, Audits, Technology, etc.

- Manage projects / communicates in a clear, concise and efficient manner with multiple teams locally and globally

- Support all aspects of maintenance and improvement of the reporting / oversight processes by leveraging various Microsoft and third party tools like Excel, Alteryx, Tableau, etc.

- Solid organizational skills with ability to consolidate and analyze data received from multiple businesses

- Have foresight and understanding of AM business term, requirements & market trends

Qualification:

- CA/MBA with 5-7 years of experience

- Sound Knowledge of MS Excel and MS Powerpoint is must (Access, VBA, Alteryx, Visualization tools knowledge is a plus)

- Good knowledge of Asset Management industry is a plus but not a pre-requisite

Timings - 1330 - 2230 IST

About us :

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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