JP Morgan Chase – Client Services Analyst

JP Morgan Chase; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

A leading financial institution in Mumbai is seeking a Team Leader to assist Global Equity Analysts. The role involves linking financial models, managing databases, and troubleshooting financial issues. Ideal candidates have a degree in finance and experience in equity research. Strong Excel, VBA, and technical skills like Alteryx and UiPath are valued.

Qualifications

• 2-3 years of experience in Equity Research and Financial modeling.
• Advanced knowledge of Excel and VBA.
• Ability to work flexible hours supporting global time zones.

Responsibilities

• Assisting front office Junior and Senior Global Equity Analysts.
• Linking analyst Equity Models to sector specific financial Uploader sheet.
• Creating customized financial tables for Equity Research reports.

Skills

Financial modeling

Excel

VBA

Alteryx

UiPath

Communication skills

Education

Graduate/Postgraduate degree in finance

MBA in finance or CFA

Job description

Overview

As a Team Leader you will be responsible for assisting Global Equity Analysts in linking financial uploader sheet and publish different sector valuation files and products. Manage BAU requests that involve internal and external queries from analyst/clients/vendors, maintenance of Global Financial Database and MIS reporting for senior stakeholders. You will also work on an automation project which would require skill sets such as Alteryx and UiPath.

Responsibilities

• Assisting front office Junior and Senior Global Equity Analysts
• Linking analyst Equity Models to sector specific financial Uploader sheet
• Create customized financial tables (PL/CF/BS) which would be displayed on Equity Research reports
• Manage calculations in the database for sector specific data items
• Trouble shooting issues in the Financial Database and ensuring all models are linked and appropriately displayed
• Manage Equity Database and build Equity Research related products (Consensus/ Sector / Interactive models)
• Should be able to build Relative valuation files for different sectors (Banks, Insurance, Consumer etc.)
• Coordinate with vendors and clients to setup data feeds
• Financial modelling and knowledge about different valuation methodology (DCF/SOTP) would be an added advantage
• Writing Industry and company research reports would be value added

Qualifications

• Graduate / Post graduate degree preferably or MBA in finance / CFA would be an added advantage
• 2-3 years of experience in Equity Research and Financial modelling
• Advanced Excel and VBA knowledge
• Technical Skill set such as UiPath and Alteryx would be value added
• Demonstrated ability to work as team player and to develop alternative solutions to complex problems
• Detail oriented with strong organization skills, ability to manage multiple tasks simultaneously and prioritize work to meet deadlines
• Good written & spoken English communication skills
• Willing to work flexible hours, supporting a global time zone

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.

Note : For your candidature to be considered on this job, you need to apply necessarily on the company’s redirected page of this job. Please make sure you apply on the redirected page as well.