Asset Management - Client Reporting - Associate
JPMorganChase
Mumbai, Maharashtra, India
Be part of a client-first organization delivering reporting and service. Join a team that partners closely with client advisors, portfolio teams, and product specialists. Help shape the future of reporting through transformation and control enhancements.
As a Global Client Reporting Associate within Asset Management – Global Client Reporting, you own end-to-end delivery of manual client reporting across traditional asset classes. You ensure requests are understood, executed accurately, and delivered on time while building strong domain and product knowledge. You also support strategic transformation initiatives to improve processes, controls, and reporting quality.
Job Responsibilities
- Own end-to-end intake, execution, and delivery of client reporting requests with high accuracy and timeliness.
- Review reporting requirements to ensure scope, data sources, and timelines are clearly understood.
- Prepare manual reports across traditional asset groups, ensuring consistency and quality of outputs.
- Deliver ad-hoc, custom reports and other assigned tasks within agreed timelines.
- Validate numbers and narratives to ensure reports are complete, accurate, and client-ready.
- Build product and domain expertise to interpret fixed income reporting and performance outputs.
- Escalate issues and concerns to senior management with clear context and proposed next steps.
- Resolve reporting breaks by coordinating with local/global partners and managing expectations.
- Create internal MIS and management reporting to support operational oversight and decision-making.
- Drive process improvements, control enhancements, and documentation of reporting procedures.
- Support local and global transformation initiatives to streamline manual reporting and improve scalability.
Required qualifications, capabilities and skills
- Hold a postgraduate degree with at least 4 years of relevant experience.
- Demonstrate intermediate to advanced proficiency in Excel, PowerPoint, Word, Adobe Acrobat, and Outlook.
- Communicate effectively with excellent written and verbal English skills.
- Exhibit a strong work ethic and consistently positive, solution-oriented attitude.
- Collaborate effectively with local and global teams across cultures and working styles.
- Prioritize workloads independently as a self-starter and manage multiple deliverables under deadlines.
- Apply understanding of fixed income investment reports and related reporting concepts.
Preferred qualifications, capabilities and skills
- Pursue CFA qualification or demonstrate progress toward CFA certification.
- Hold an MBA degree.
- Leverage experience in asset management reporting or client servicing operating models.
- Apply strong attention to detail and control mindset in a high-volume reporting environment.
- Improve processes through automation/standardization ideas and disciplined execution.
- Partner confidently with stakeholders across Sales, Client Service, Portfolio Management, and Product teams.
- Adapt quickly to new products, reporting formats, and evolving client requirements.
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.
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.
Build your career in “Client Reporting” while working in the world’s most innovative bank which values creativity and excellence.