J.P. Morgan Asset Management is a leading asset manager for institutions, individuals and financial intermediaries, worldwide. Our investment professionals are located around the world providing strategies that span the full spectrum of asset classes including equity, fixed income, cash liquidity, currency, real estate, infrastructure, hedge funds and private equity. Specific products may differ by market.
The Client Reporting Teams forms part of the Global Investment Management Client Service & Business Platforms (CS & BP) group within JPMorgan Asset Management. The Team supports the Sales and Marketing teams, Client Account Managers and Products teams in delivering first class client service to our clients.
The Fee Analyst function within Americas Institutional is tasked with reviewing and organizing fee related data to improve and enhance the Institutional control environment. Role requires the individual to apply analytical skills in support of all fee related aspects of the US Institutional Client Platform and Controls agenda including ad hoc fee reviews, Fee booklet enhancements, and non-standard fee / most favored nation reporting
Additionally, Individuals are also responsible for data collation, report creation and data validation. Individual will also need to respond to ad-hoc requests, requiring excellent communication and time management skills.
Primary responsibilities as an Analyst for the Client Reporting team would include but not limited to -
Technical Skill Sets:
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