Consultant And Distributor Support Analyst

Job Description

Join a dynamic team driving excellence in consultant and distributor support. Leverage your analytical skills to deliver impactful solutions for our asset management business. Be part of a collaborative environment focused on innovation and continuous improvement.

As an Analyst in the Consultant & Distributor Support team, you will manage and enhance fund data for consultant sales initiatives. You will collaborate with cross-functional teams to optimize processes and ensure data accuracy. You will contribute to project management and support business growth opportunities.

Job Responsibilities

• Update consultant databases and websites with fund performance and characteristics.
• Review Due Diligence Questionnaires for accuracy and completeness.
• Add or modify products in databases by liaising with product teams.
• Respond promptly to consultants’ requests for customized data.
• Maintain high standards of data quality and report accuracy.
• Communicate effectively to ensure project success and adherence to controls.
• Support process improvement and efficiency initiatives.
• Collaborate with management to review and challenge team outputs.
• Provide project management support for senior leadership.
• Document and design business rules and data models with SMEs.
• Assist in maintaining standard operating procedures and workflows.
  
  

Required Qualifications, Capabilities, And Skills

• Hold a graduate or postgraduate degree in Finance, Science, or Information Technology.
• Demonstrate 4+ years of experience in asset management or financial services.
• Utilize Microsoft tools including Word, Excel, PowerPoint, SharePoint, and Visio.
• Exhibit strong written and verbal communication skills.
• Analyze and synthesize large data sets and business processes.
• Organize and prioritize tasks effectively in a fast-paced environment.
• Map and understand complex workflows and business processes.
  
  

Preferred Qualifications, Capabilities, And Skills

• Apply knowledge of Excel Macros/VBA, Python, or Alteryx.
• Initiate creative solutions with a proactive attitude.
• Display strong work ethic and operational understanding across banking, markets, or sales.
• Demonstrate exceptional attention to detail and problem-solving abilities.
• Multitask efficiently while maintaining accuracy under tight deadlines.
• Collaborate with global, cross-functional teams at all levels.
• Adapt quickly to changing priorities and fast-paced environments.
  
  

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 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.

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