Investment Reporting & Risk Analytics Specialist

Aumni; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Boston is seeking a Customer Success Senior Associate to support institutional client reporting within our investment reporting and analytics team. You will prepare and deliver performance reports and help resolve reporting inquiries to ensure accurate outputs.

You will coordinate onboarding activities and collaborate across operations and analytics to improve reporting workflows and control processes, delivering reliable client insights and value.

Qualifications

• Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline.
• 2+ years of financial analysis experience in financial services.
• Experience analyzing large datasets to identify drivers, exceptions, and root causes.
• Proficiency in Microsoft Excel, including building and maintaining structured templates.
• Knowledge of investment performance concepts such as returns, fees, cash flows, and dividends.

Responsibilities

• Deliver periodic investment performance reports, including attribution, contribution, and risk analysis outputs.
• Implement client reporting change requests by documenting requirements and coordinating updates through the delivery process.
• Respond to client questions related to reporting deliverables and data used in the reporting workflow.
• Partner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes clearly.
• Support new client onboarding activities by preparing initial reporting setups and validating outputs.
• Maintain and update client reporting templates and supporting documentation to promote accuracy and repeatability.
• Perform quality checks and exception reviews to help ensure reports meet agreed timelines and standards.
• Follow established controls and procedures that address key operational risks.
• Contribute to projects and non-business-as-usual work that improves processes, tools, or controls.
• Coordinate day-to-day communication across teams to keep reporting activity on track.

Skills

Financial analysis

Data analysis

Stakeholder communication

Controls & processes

Education

Bachelor’s degree in relevant field

Tools

Excel

Job description

JPMorgan Chase & Co. in Boston is seeking a Customer Success Senior Associate to support institutional client reporting within our investment reporting and analytics team. You will prepare and deliver performance reports and help resolve reporting inquiries to ensure accurate outputs.

You will coordinate onboarding activities and collaborate across operations and analytics to improve reporting workflows and control processes, delivering reliable client insights and value.