Verified Job
Accounting - Finance
Asset Management Client Account Onboarding Analyst
Accounting - Finance
#322982
Remote / WFH
Job Description
Full Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a Client Account Onboarding & Data Analyst professional, you will be responsible for providing a dedicated and professional account information & documentation function for the business. You will work closely with the Product Delivery functions. You will be responsible for facilitating the implementation of new business opportunities and on-going maintenance of new accounts for both Institutional Clients and Funds and mandatory requirements through regulatory change.
Job Responsibilities
Regular status reporting of account set-up and m anaging timelines around all Account Information Group processes
Management of the Account Information Group mailbox
Accurate maintenance and communication of investment guidelines
Ensure team functional processes and procedures are kept up to date
Undertake, manage and deliver team improvement initiatives
Ownership and execution of relevant Regulatory reporting
Management of vanilla initiatives (i.e. Closures, Hedge Share Class launches)
Required qualifications, capabilities and skills
Post Graduate, MBA with 3 years of experience in Financial Services industry or Graduate with 5-6 years of experience
Good communication skills
Ability to work independently with minimal supervision and collaborate within a team environment
Self motivated and able to use own initiative
Demonstrates proficiency with Microsoft Office Suite
JPMorgan 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, ****** 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.
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated approach to client servicing in order to meet the client's full range of investment and servicing needs. Each new client is assigned to a Client Service team which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist.
As a Client Account Onboarding & Data Analyst professional, you will be responsible for providing a dedicated and professional account information & documentation function for the business. You will work closely with the Product Delivery functions. You will be responsible for facilitating the implementation of new business opportunities and on-going maintenance of new accounts for both Institutional Clients and Funds and mandatory requirements through regulatory change.
Job Responsibilities
Regular status reporting of account set-up and m anaging timelines around all Account Information Group processes
Management of the Account Information Group mailbox
Accurate maintenance and communication of investment guidelines
Ensure team functional processes and procedures are kept up to date
Undertake, manage and deliver team improvement initiatives
Ownership and execution of relevant Regulatory reporting
Management of vanilla initiatives (i.e. Closures, Hedge Share Class launches)
Required qualifications, capabilities and skills
Post Graduate, MBA with 3 years of experience in Financial Services industry or Graduate with 5-6 years of experience
Good communication skills
Ability to work independently with minimal supervision and collaborate within a team environment
Self motivated and able to use own initiative
Demonstrates proficiency with Microsoft Office Suite
JPMorgan 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, ****** 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.
