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