Analyst WM Finance, Asset & Wealth Management, Global Finance

Job Description

JP Morgan Introduction: J.P. Morgan is a leading global financial services firm, established over 200 years ago:o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.o We have assets of $2.5 trillion and operations worldwideo We operate in more than 100 markets.o We have more than 243,000 employees globally.Our wholesale businesses include J.P. Morgan s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.The Asset & Wealth Management (AWM) line of business is one of the largest asset and wealth managers in the world with client assets under management of $1.7 trillion. AWM serves institutional, ultra-high net worth, high net worth and retail clients through its two sub lines of businesses, Asset Management and Wealth Management (WM). For wealthy individuals and families, Wealth Management offers personalized financial solutions that integrate investment management, capital markets, trust services, and banking. For over 160 years Wealth Management has offered customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.

• SME in the function involved - in-depth understanding of the processes/activities, query resolution and handling stakeholder queries.
• Ensure reports are prepared on a timely basis with a very high level of accuracy & quality through the use of automated reporting tools and processes
• Ability to understand the requirements of onshore partner & assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process.
• Prepare weekly/daily/monthly executive management reports and supporting other functions for management meetings
• Maintaining a very high level of competency when reviewing data and reports, and quickly identifying and rectifying both data and format issues
• Have foresight & understanding of business terms & requirement
• Ability to communicate in a clear, concise and efficient manner with multiple support teams both locally and globally
• Support all aspects of maintenance and improvement of the Reporting processes
• Provide weekly & monthly and adhoc reporting to senior management to give an oversight of the activities on business drivers
• Get involved in the Investors and Banker metrics calculation
• Participate to do the profitability analysis
• Address various ad-hoc analyses

• CA/MBA with 1-2 years experience
• Strong experience with Excel and Access
• Proficient coding skills for analytics required (SAS, SQL, Python); other technical skills are a plus (Tableau, R, MATLAB, VBA, etc.)
• Ability to work with large data sets
• Must be able to work under pressure and make accurate decisions in stressful situations
• Uses initiative and readily questions.
• Good time management skills.
• An appreciation of risk and quality issues.
• Control Oriented.
• Proactive, positive approach towards work.
• Able to grasp/learn concepts and procedures quickly.
• Ability to work independently.
• Problem solving skills.
• Attention to detail.
• Strong interpersonal skills
• Ability to communicate with CFOs

Keyskills :
ealth management service centers high level of accuracy trust services time management senior management technical skills query resolution reporting tools asset management