Asset Management - Global Client Reporting Specialist - Vice President

J.P. Morgan Asset Management is a leading manager of choice for institutions, financial intermediaries, and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. 

Job Summary

As a Global Client Reporting Specialist within the Client Service organization you will support the Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients. You will be responsible for providing data and reporting across all asset classes and all Institutional & Funds investors.

Job Responsibilities

• Assist with senior global reporting program manager on a key global investment accounting migration program.
• Support US Client Reporting Onboarding Lead on key client onboarding and client account reporting requirements during initial stages of client/account onboarding, including involvement in the Request for Proposal process as appropriate. 
• Assist in actively managing the client reporting onboarding pipeline.
• Actively document and standardize client reporting onboarding processes/procedures.
• Develop expertise and deliver excellent client reporting service, including to provide support for updates where required and address internal and client queries in a timely manner. 
• Interact with and communicate with key stakeholder groups, including project working groups, client service teams, clients, sales and information technology teams.
• Develop expertise in client report offerings & capabilities across the entire report suite. 
• Partner with technology and/or project teams to perform user acceptance testing for any new enhancements and work on the project cycle. Maintain a high level of competency when reviewing data and reports, and quickly identifying both data and format issues.

Required Qualifications, Capabilities, and Skills

• Ability to quickly gain broad knowledge of the range of investment products
• Fundamental understanding of financial markets and understanding of basic financial concepts 
• Solid task management skills with a pragmatic, flexible approach
• Self-motivated, curious, and pro-active. Able to multi-task independently within a fast-paced team environment
• Willingness to learn quickly and adapt as required
• Solid attention to detail and a commitment to accuracy
• Ability to work across time zones and in a multicultural setting
• Excellent communication skills, both verbal and written; excellent writing skills in English
• Proficiency in MS Word, Excel, and PowerPoint – standard office suite

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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 abou