Asset Management - Client Platform Analytics - Client Services

JPMorganChase; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JPMorganChase in Mumbai, India is seeking an Analyst for Client Platform Analytics & MIS Reporting. You will set objectives, build analytics, and support the COO agenda with cross-functional collaboration across UK & USA coverage.

The role emphasizes data mining, reporting, and process improvement while ensuring data governance and timely stakeholder communication.

Qualifications

• At least 3 years' experience with financial product analysis, marketing, or client services.
• Bachelor's degree required.
• Excellent communication and presentation skills with stakeholders and senior management.
• Intermediate/advanced Microsoft Office skills (Excel, Visio, PowerPoint).
• Strong analytical and logical thinking to understand and analyze complex business processes.
• Strong organizational and prioritization skills; detail oriented.
• Strong interpersonal skills and relationship-building capability.
• Ability to analyze and resolve project-related issues and follow through on objectives.
• Ability to work with diverse stakeholder groups to elicit business requirements, procedures, and processes.
• Ability to work in a high-paced environment with tight deadlines; flexible and able to prioritize effectively.
• Team-oriented with commitment, dedication, and strong performance on time-sensitive initiatives.

Responsibilities

• Develop leading-edge analytics to solve complex business problems.
• Identify trends and growth opportunities by analyzing complex datasets across vendor platforms and proprietary systems.
• Create best-practice MIS and reports through data mining, analysis, and data visualization.
• Monitor Client Platform activities, investigate exceptions, and enforce mandatory data mandates.
• Enforce protocols for escalating complex or unresolved queries to management.
• Support the COO business agenda by providing strategy, MIS, and analytical support across UK & USA coverage.
• Partner cross-functionally with advisors, product specialists, legal, compliance, oversight/control, CRM, audit, operations, technology, middle office, and marketing.
• Perform control activities including share class monitoring, fiduciary reviews, regulatory reporting, and fee reviews (non-standard/MFN).
• Prepare account lists, obtain approvals, and support client communications.
• Maintain records, logs, databases, and up-to-date policies/procedures with clear audit trails and maker/checker controls.
• Drive continuous process improvement to enhance client experience and operational efficiency.

Skills

Financial product analysis

Marketing

Client services

MS Office skills

Education

Bachelor's degree

Tools

CRM systems

Job description

Job Description

You are a strategic thinker passionate about driving solutions in Client Platform Analytics & MIS Reporting. You have found the right team

You are a strategic thinker passionate about driving solutions in Client Platform Analytics & MIS Reporting. You have found the right team

As an Analyst within our Client Service & Business Platform – Client Platform Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Develop leading-edge analytics to solve complex business problems.


• Identify trends and growth opportunities by analyzing complex datasets across vendor platforms and proprietary systems.


• Create best-practice MIS and reports through data mining, analysis, and data visualization.


• Monitor Client Platform activities, investigate exceptions, and enforce mandatory data mandates.


• Enforce protocols for escalating complex or unresolved queries to management.


• Support the COO business agenda by providing strategy, MIS, and analytical support across UK & USA coverage.


• Partner cross-functionally with advisors, product specialists, legal, compliance, oversight/control, CRM, audit, operations, technology, middle office, and marketing.


• Perform control activities including share class monitoring, fiduciary reviews, regulatory reporting, and fee reviews (non-standard/MFN).


• Prepare account lists, obtain approvals, and support client communications.


• Maintain records, logs, databases, and up-to-date policies/procedures with clear audit trails and maker/checker controls.


• Drive continuous process improvement to enhance client experience and operational efficiency.

Required Qualifications, Capabilities And Skills

• At least 3 years' experience with financial product analysis, marketing, or client services.


• Bachelor's degree required.


• Excellent communication and presentation skills with stakeholders and senior management.


• Intermediate/advanced Microsoft Office skills (Excel, Visio, PowerPoint).


• Strong analytical and logical thinking to understand and analyze complex business processes.


• Strong organizational and prioritization skills; detail oriented.


• Strong interpersonal skills and relationship-building capability.


• Ability to analyze and resolve project-related issues and follow through on objectives.


• Ability to work with diverse stakeholder groups to elicit business requirements, procedures, and processes.


• Ability to work in a high-paced environment with tight deadlines; flexible and able to prioritize effectively.


• Team-oriented with commitment, dedication, and strong performance on time-sensitive initiatives.

Preferred Qualifications, Capabilities And Skills

• Experience preparing client-facing regulatory reports (including MiFID reporting).


• Familiarity with CRM systems and related client/platform documentation and data.


• Exposure to Risk and Controls Self Assessments (RCSA) and testing activities.

ABOUT US

JPMorganChase, 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.

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.