Client Reporting - Associate

JPMorganChase; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

JPMorganChase in Mumbai is seeking a Global Client Reporting Associate to oversee manual reporting across asset groups, ensuring requests are understood, completed accurately, and delivered on time while building product knowledge.

You will partner with local and global teams to drive process improvements, strengthen controls, escalate issues to senior management, and prepare management information packs.

Qualifications

• Postgraduate degree required.
• 10+ years in client reporting or related roles.
• Proficient in Excel, PowerPoint, Word, and Outlook.

Responsibilities

• Oversee end-to-end delivery for manual reporting requests, ensuring requirements are understood and outputs meet accuracy and timeliness expectations
• Complete ad hoc and custom client reports and other assigned tasks to support business needs
• Drive strategic initiatives focused on process improvement, transformation execution, and control enhancement across the reporting function
• Build domain expertise by understanding the figures being reported and strengthening product knowledge across assigned asset groups
• Escalate issues and concerns to senior management as needed, supporting resolution while managing expectations across stakeholders
• Prepare management information reporting and internal reporting packs as assigned

Skills

English proficiency

Business writing

Team collaboration

Self-starter

Time management

Education

Postgraduate degree

MBA (preferred)

CFA (preferred)

Tools

Excel

PowerPoint

Word

Adobe Acrobat

Outlook

Job description

Job Description

Shape the client experience by delivering accurate reporting and driving process improvements that strengthen service outcomes and controls.

As a Global Client Reporting Associate in the Global Client Reporting team, you oversee manual client reporting across multiple traditional asset groups and support transformation initiatives. You ensure reporting requests are understood, completed accurately, and delivered on time while building strong product and domain knowledge. You partner with local and global teams to improve processes, enhance controls, and elevate issues appropriately to support consistent client servicing.

Job Responsibilities

• Oversee end-to-end delivery for manual reporting requests, ensuring requirements are understood and outputs meet accuracy and timeliness expectations


• Complete ad hoc and custom client reports and other assigned tasks to support business needs


• Drive strategic initiatives focused on process improvement, transformation execution, and control enhancement across the reporting function


• Build domain expertise by understanding the figures being reported and strengthening product knowledge across assigned asset groups


• Escalate issues and concerns to senior management as needed, supporting resolution while managing expectations across stakeholders


• Prepare management information reporting and internal reporting packs as assigned

Required qualifications, skills, and capabilities

• Hold a postgraduate degree


• Demonstrate 10+ years of relevant experience in client reporting, investment reporting, or related operational reporting roles


• Apply intermediate to advanced proficiency in Microsoft Excel, PowerPoint, Word, Adobe Acrobat, and Outlook


• Communicate clearly and professionally in written and verbal English, including strong business writing capability


• Exhibit a strong work ethic and a positive, collaborative attitude


• Collaborate effectively with local and global teams, demonstrating sensitivity to different cultures and working styles


• Initiate work independently as a self-starter and contribute ideas to improve how work is delivered


• Prioritize key tasks effectively while managing multiple deliverables

Preferred qualifications, skills, and capabilities

• Pursue the Chartered Financial Analyst credential


• Earn a Master of Business Administration degree


• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

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.

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.