Asset Management - Client Support Analyst - Global Liquidity

JPMorganChase; Metro Manila; On-site; PHP 500,000 - 900,000; Full time

Job summary

JPMorganChase in Manila is seeking an Analyst in Liquidity client services to support day-to-day servicing and operational activities for institutional clients and funds.

You will collaborate with client-facing teams, maintain records, assist with onboarding, and contribute to reporting and process improvements while upholding controls.

Qualifications

• 2 years of relevant experience in investment operations, asset management, banking, custody, fund operations, or client servicing within financial services.
• Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
• Proficiency in Microsoft Excel, including working with large datasets and producing recurring reports.
• Strong attention to detail with the ability to review and validate operational and reporting outputs.
• Strong analytical and problem-solving skills, with the ability to identify issues and drive them to resolution.
• Effective written and verbal communication skills, with the ability to coordinate across multiple teams.
• Proven ability to organize work, manage multiple priorities, and meet deadlines in a structured environment.
• Understanding of the importance of controls, procedures, and regulatory requirements in an operations setting.

Responsibilities

• Support client-facing partners with routine servicing and operational requests.
• Respond to client and internal stakeholder queries, coordinating with relevant teams to resolve issues.
• Assist with client onboarding, account maintenance, documentation, and record updates.
• Support cash and settlement-related processes, including fees, rebates, tax, and audit activities as required.
• Prepare, validate, and distribute recurring client reports, management information, and service metrics.
• Follow established procedures, controls, and regulatory requirements, escalating risks or exceptions promptly.
• Contribute to process improvements, automation initiatives, and team projects.
• Build knowledge of liquidity products, systems, and servicing processes.

Skills

Excel

Attention to detail

Analytical skills

Communication

Time management

Multitasking

Regulatory knowledge

Education

Bachelor's degree in Finance/Commerce/Business Administration/Economics

Tools

Power BI

Alteryx

Python

Job description

Job Description

Make an impact by helping clients access timely, accurate service in a fast-paced investment environment. You'll partner with colleagues globally to resolve inquiries, improve processes, and strengthen operational excellence. This role offers strong exposure to client servicing, reporting, and controls within investment operations.

Job Summary

As an Analyst in Liquidity client services, you will support day-to-day servicing and operational activities for institutional clients investing through separately managed accounts and liquidity funds. You will partner with client-facing teams and internal stakeholders to resolve inquiries, maintain accurate records, and coordinate routine processes. You will also contribute to reporting and continuous improvement initiatives that enhance the client experience and risk management.

Job Responsibilities

• Support client-facing partners with routine servicing and operational requests.
• Respond to client and internal stakeholder queries, coordinating with relevant teams to resolve issues.
• Assist with client onboarding, account maintenance, documentation, and record updates.
• Support cash and settlement-related processes, including fees, rebates, tax, and audit activities as required.
• Prepare, validate, and distribute recurring client reports, management information, and service metrics.
• Follow established procedures, controls, and regulatory requirements, escalating risks or exceptions promptly.
• Contribute to process improvements, automation initiatives, and team projects.
• Build knowledge of liquidity products, systems, and servicing processes.

Required Qualifications, Capabilities And Skills

• 2 years of relevant experience in investment operations, asset management, banking, custody, fund operations, or client servicing within financial services.
• Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
• Proficiency in Microsoft Excel, including working with large datasets and producing recurring reports.
• Strong attention to detail with the ability to review and validate operational and reporting outputs.
• Strong analytical and problem-solving skills, with the ability to identify issues and drive them to resolution.
• Effective written and verbal communication skills, with the ability to coordinate across multiple teams.
• Proven ability to organize work, manage multiple priorities, and meet deadlines in a structured environment.
• Understanding of the importance of controls, procedures, and regulatory requirements in an operations setting.

Preferred Qualifications, Capabilities And Skills

• Experience supporting cash management, settlement workflows, fees, rebates, and/or audit support activities.
• Exposure to reporting and analytics tools (e.g., Power BI, Alteryx) and/or basic scripting (e.g., Python).
• Experience contributing to process improvement or automation initiatives.
• Familiarity with client onboarding and account maintenance processes, including documentation management.
• Comfort working with stakeholders across time zones in a global team environment.
• Experience using AI-assisted productivity tools (e.g., Microsoft Copilot) to improve efficiency while maintaining controls.
• 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.

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.