Asset Management, Client Reporting Team, Analyst
Aumni
The Asia Reporting & Publishing Team is responsible for creating the documents which represent J.P. Morgan Asset Management’s unique brand commitments to clients around the world. The team produces client and marketing documents that articulate the performance analysis and capabilities of investment strategies and funds. This team works closely with our Product, Investment Specialist, Marketing and Client Advisor partners to create, curate and maintain client documents.
As an Analyst in the Client Reporting Team, you will be part of the team to focus on establishing & producing consistent client communication reports and documents, ensuring a high and consistent standard of quality deliverables to our clients, and measuring and driving client satisfaction and a consistent client experience, in close partnership with all of our internal stakeholders
The Asia Pacific (ex-Japan) Reporting & Publishing Analyst role offers the opportunity to aid the region in the creation and delivery of client materials to a diverse client and stakeholder base.
Job Responsibilities:
Consolidate the book of work from various internal partners including: Marketing, Investment Specialists, Operations, and Client Services into a centralized Center of Excellence for Reporting and Publishing
Participate in digital platform testing
Drive efficiencies wherever possible
Structure proper documentation on an ongoing basis
Partner with key regional stakeholders, including Investment Desks, Technology, PAG, Marketing and Operations
Required qualifications, skills and capabilities:
Excellent writing skills in English & Chinese; fluent spoken English & Chinese (Mandarin/Cantonese)
Sensitivity to different cultures and working styles; ability to navigate seamlessly both across countries within APAC, and with the wider global organization
Confidence to work directly with stakeholders at all levels
Outstanding accuracy and attention to detail; strong numeracy
Ability to work under pressure, and with flexibility, to meet tight deadlines
Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced)
University degree
Preferred qualifications, skills and capabilities:
Prior experience of writing or participating in the Client and Fund Reporting processes is a plus
Experience managing large data sets a plus
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
Aid in creating and delivering client materials to a diverse client and stakeholder base.