Senior Customer Success Analyst - Performance & Risk

JPMorgan Chase & Co.; Boston (MA); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Boston is seeking a Customer Success Senior Associate to support institutional client reporting and analytics. You will prepare and deliver performance reports, handle change requests, onboarding activities, and ensure accuracy across reporting workflows.

The role emphasizes data-driven problem solving, collaboration with operations and analytics teams, and adherence to controls to manage risk. Strong Excel skills and financial analysis experience are required.

Qualifikationen

• Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline.
• 2+ years of relevant 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.
• Ability to explain performance and attribution drivers to non-technical stakeholders using clear, structured communication and ability to manage multiple priorities and deliver accurate work within defined timelines.
• Experience following documented processes and controls in an operations or reporting environment.

Aufgaben

• 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.

Kenntnisse

Financial analysis

Excel templates

Data analysis

Communication

Reporting

Stakeholder management

Ausbildung

Bachelor’s degree

Tools

Microsoft Excel

Jobbeschreibung

JPMorgan Chase & Co. in Boston is seeking a Customer Success Senior Associate to support institutional client reporting and analytics. You will prepare and deliver performance reports, handle change requests, onboarding activities, and ensure accuracy across reporting workflows.

The role emphasizes data-driven problem solving, collaboration with operations and analytics teams, and adherence to controls to manage risk. Strong Excel skills and financial analysis experience are required.