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Analyst - Global Finance - Asset Management - Client Reporting

Mumbai, MH
Job Code:
  • Banking & Finance
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Job Details

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 teamRespond to consultants for customized requests regarding clients / strategy performance, key statistics, holdings, benchmark, etcAdd products to consultant databases when requested, liaising with product team to gather required informationAssisting other team members with various tasks, including reviews of the tasks completedCompleting various ad-hocs, Schedule C requests and other tasks as assignedEnsuring reports are prepared on a timely basis with the highest level of quality and timelinessAssisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the processMaintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issuesAbility to communicate in a clear, concise and efficient manner with multiple teamsSupport all aspects of maintenance and improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures_Qualification_* 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
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 4-9


Credit Control & Collections | Funds Management
Applying for this job will take you to an external site


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