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HR at JP Morgan Chase

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214
Applications:  65
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Job Code

1392903

JP Morgan Chase - Trade Lifecycle Analyst - Client Reporting

3 - 6 Years.Mumbai
Posted 3 months ago
Posted 3 months ago

Client Reporting Trade Lifecycle Analyst


Description: The Client Reporting (CR) teams are comprised of highly dedicated and client experience focused individuals who are responsible for all aspects of the client reporting and data maintenance for Private Banking, Chase Wealth Management & JPMorgan Securities LLC accounts. The teams in Client Reporting are comprised of: Statements (Quality & Corrections), Factsheet Oversight, Checkbook and Audit Confirmations. The team interacts with a variety of internal groups including, but not limited to, the Client Onboarding, Investors, Bankers, Middle Office, Client Services and Fiduciary in an effort to assist with client requests, inquiries and/or issues.

Job Summary:

The WM Client Reporting Analyst is responsible for QC analysis, coordination and production of fact sheets, supporting the Global Product and Solutions business. Fact sheets are documents that present fund/composite strategy specific data points for both existing and prospective Private Bank clients who are currently invested(ing) in the funds/strategies. The Client Reporting Analyst will partner with external production vendors as well as internal stakeholders, such as Investor Relations, Front/Middle Office and other data providers, to facilitate the production and distribution of the fact sheet documents.

Required qualifications, capabilities and skills:

- Coordinate with third party vendors for production of monthly and quarterly performance reports, as well as facilitate distribution of reports to clients

- Liaise with internal stakeholders in order to investigate and resolve issues that may occur throughout BAU production of fact sheets

- Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards

- Assist with additional Client Reporting tasks including: Testing, Quality and Control checks, RCSAs ad hoc request, etc.

- Prepare, review and revise Standard Operating Procedures as needed and recommend improvements to remediate risks and enhance controls

- Anticipate challenges and implement solutions to ensure a positive client experience

- Manage operations with minimal or no supervision.

- Ensure accurate and timely completion of operational procedures.

- Understand, follow and demonstrate compliance with all Risk and Control regulations.

- Identify, evaluate and deliver process improvement initiatives.

- Ensure that documentation is maintained up to date.

- Monitoring and chasing queries to ensure timely completion based on deadlines/urgency/escalations.

- Taking process trainings for new joiners.

Preferred qualifications, capabilities and skills:

- Strong analytical and problem solving skills

- Excellent team player

- Escalate potential issues or concerns to management team

- Strong client focus

- Outstanding attention to detail

- Highly motivated with ability to work independently and in a team environment

- Excellent verbal and written communication skills

- Ability to develop & maintain relationships with business partners

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Note : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.

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Posted By

user_img

HR

HR at JP Morgan Chase

Job Views:  
214
Applications:  65
Recruiter Actions:  0

Job Code

1392903

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