Fund Servicing Analyst Associate

Job Description

We welcome you to join one of the world’s top five most admired and prominent companies. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees’ personal and professional development. 

Job Summary

As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions and collaborating with various teams. You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements. Your emotional intelligence will help you build strong relationships and influence better outcomes. This role is an excellent opportunity to develop your skills and contribute to our teams success. 

Job Responsibilities  

• Create, automate, and maintain client reports using Tableau and Alteryx.
• Schedule and automate report generation and distribution to meet client deadlines.
• Work closely with internal teams and clients to understand reporting needs and translate them into effective data solutions.
• Build and optimize Alteryx workflows for data extraction, transformation, and loading (ETL) to support reporting requirements.
• Design interactive dashboards in Tableau to present complex data clearly and effectively.
• Ensure accuracy, consistency, and integrity of data across all client reports.
• Troubleshoot and resolve issues related to data, workflows, and reporting processes.
• Stay updated with the latest features and best practices in Tableau and Alteryx to enhance reporting processes.
• Document processes, workflows, and reporting standards for knowledge sharing and compliance.
  
  

Required Qualifications, Capabilities, And Skills  

• Bachelor’s degree in a related field (Data Analytics, Information Systems, Business, Finance).
• Proven experience in client reporting, ideally within financial or professional services.
• Strong proficiency in Tableau for dashboard creation and data visualization.
• Solid experience with Alteryx for data preparation, ETL, and workflow automation.
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• WHEM Shift Role (6.30 PM - 3.30 AM IST)
  
  

Preferred Qualifications, Capabilities, And Skills  

• Demonstrate a background in Finance, Accounting, or Financial Reporting.
• Gather and analyze complex data to support the development of accurate conclusions.
• Utilize data technology tool (e.g., Alteryx and Tableau ).
• Exhibit a solution-driven mindset.
• Apply proficiency in Microsoft Office suite.
  
  

About Us

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.

About The Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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