Key responsibilities include:

  • Prepare and deliver all assigned bespoke customized and automated client and fund reports and other assigned tasks with highest accuracy and in a timely manner through the use of reporting tools and procedures
  • Produce and deliver periodic marketing materials, fund factsheets and other fund documents
  • Provide support for regulatory reporting, including MIFID, KIID and likewise
  • Liaise with various groups like client portfolio managers, account managers, sales teams and technology partners to gather required information for production and/or enhancements
  • Respond to client queries in timely fashion by partnering with respective stakeholders wherever required
  • Maintain group mailbox, trackers and assist with MIS reporting
  • Assist training to junior colleagues where relevant
  • Assisting other team members with various tasks, including reviews of the tasks completed
  • Maintain operating procedures for all activities
  • Maintain control over accesses across different tools, shared drives and other material including user tools
  • Adhere to company’s code of conduct as well as complete all mandatory trainings
  • Develop domain expertise across all functions within the team by continuous up-skilling through in-person and online trainings
  • Support all aspects improvement of the Reporting processes, including opportunities to build efficiency and enhanced control measures

Personal attributes required:

  • Ability to communicate in a clear, concise and efficient manner with multiple teams and stakeholders
  • Assisting the team in maintaining existing reporting procedures, tools and workflows necessary to facilitate the process
  • Outstanding accuracy and attention to detail
  • Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues
  • Partner with technology and perform UAT testing for any of the new enhancements and work on the project cycle
  • Organization, prioritization and multi-tasking skills
  • Strong work ethic and positive attitude
  • Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles
  • Need to be a self-starter, creative and be able to prioritize key tasks effectively

Qualifications/Demonstrate understanding:

  • Graduate with 4-5 years of experience / Post graduate with 2-3 years of experience
  • CFA pursuant would have a distinct advantage
  • Investment accounting knowledge and/or regulatory experience would be advantageous
  • Understanding of the asset management business, various asset classes and investment products is desirable
  • Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role
  • Financial market awareness and understanding of basic financial concepts
  • Microsoft Excel, PowerPoint, Word, Adobe Acrobat and Outlook skills (intermediate/advanced)
  • Excellent communication skills, both verbal and written; excellent writing skills in English
  • Outstanding numeracy/quantitative skills
Job Location: Bangalore
Experience (Years): 2-5 Years

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