Client Reporting - Asset Management - Associate

J.P. Morgan serves one of the largest client franchises in the world. Our clients include corporations, institutional investors, hedge funds, governments and affluent individuals in more than 100 countries. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase serves millions of clients and consumers under its J.P. Morgan and Chase, and WaMu brands.

JPMorgan Asset Management (AM) is a leading asset manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Job Specification

We are looking for a highly skilled, motivated and experienced individual for one of the Team lead position in the Client Reporting (CR) team. The successful candidate must have proven track record of having held leadership position in prior stint and managing teams. He / she should have excellent analytical and problem solving skills for not just supervising the daily operations of the team but also develop, implement, and manage the broader program/s throughout the Reporting lifecycle.

CR team is a part of Client Service organization within JP Morgan Asset Management. The Team supports the Global Sales and Marketing teams, Client Account Managers and Products teams in delivering first class service to our clients.

CR team is responsible for providing reporting, publishing and client service supports across all product groups and strategies for global institutional investor and funds.

Roles & Responsibilities

• Ownership and Oversight of the function, making sure requests are understood, completed & delivered with highest accuracy & timeliness
• Understand and implement regulatory requirements and changes across reporting and publishing teams
• Responsible for MiFID and other regulatory reporting for Institutional and Fund accounts across various asset classes.
• Manage and lead the team and team leads; guide and mentor team members to do their work effectively
• Engage with team members for performance & career management, including setting goals & providing timely feedback as well as year-end appraisal
• Managing stakeholder expectations with regular updates and strong governance model
• Guide the teams to complete all manual or automated client & fund reports and marketing material, coordinate with Sales, Product, Client service teams and all relevant stakeholders;
• Complete various ad-hocs, custom reports & other tasks as assigned;
• Drive local and global strategic initiatives on process improvements, transformation and control enhancement
• Partner with global teams to manage transition of work to India including managing project charters
• Understand the numbers being reported, build the domain expertise including product knowledge
• Escalate issues / concerns to senior management as necessary; Assist the team with issue resolution and manage escalations and expectations
• Hire talent and work on various people related agenda to upskill the team through in-person and online trainings
• Prepare internal MIS and other management reporting as assigned
• Adhere to Company’s Code of Conduct and help the team follow the same

• 8-10 years’ experience with s trong background in and/or familiarity with the Services Industry;
• Prior leadership experience in Asset management, CIB or financial operations (preferable)
• Working knowledge of Asset Management, mutual funds; Client servicing and complex financial instruments would be preferable
• Experience and good knowledge of EMEA Regulatory Reporting such as MiFID II, CTI, PRIIPs, VAG, ESG etc.
• Detailed understanding of calculation of cost and charges methodology for MiFID II and CTI Reporting
• Eye on amendment to the Regulations like MiFID II, PRIIPs, KIDs and analyzing the impact on the existing process
• Demonstrated ability to communicate and work effectively with a variety of internal and external stakeholders
• Strong leadership and team building/management skills with the ability to set clear priorities, delegate and deployment of team resources
• Exceptional consensus building and influence skills, possesses the ability to achieve a common understanding and agreement across groups with differing perspectives
• Demonstrated ability / experience of managing strategic projects / initiatives
• Understanding of operational risks and related controls, audit and internal control framework
• Proven track record of managing productivity across a diverse / complex organization through automation / robotics, process simplification and operating model efficiencies
• Technically competent with ability to partner with Enterprise Technology teams to deliver solutions
• Ability to work well individually as well as with teams, shares information, supports colleagues and encourages participation
• Good communication skills (oral & written)
• Ability in decision-making and problem-solving
• Excellent organizational and leaderships skills
• Methodical and self-disciplined
• Detail-orientated
• Confidence to challenge, and be challenged, whilst remaining a positive ’can-do’ outlook

602JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.