Apply Now    

Team Member - Client Service and Solutions - Mumbai

Req #: 170115080
Location: Mumbai, MH, IN
Job Category: Account Servicing
Job Description:
CIB – Investor Services – Custody & Fund Services
Client Service and Solutions – Analyst – Mumbai
About J.P. Morgan & Investment Bank
J.P. Morgan’s Corporate & Investment Bank (C&IB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Custody and Fund Services
Custody and Fund Services, is a global industry leader with $18 trillion in assets under custody. J.P. Morgan provides innovative custody, fund accounting and administration and securities services to the world’s largest institutional investors, alternative asset managers and debt and equity issuers. J.P. Morgan’s Custody and Fund Services business is comprised of Custody, Accounting, Transfer Agency, Middle Office outsourcing, Foreign Exchange, and other activities related to servicing assets for traditional and alternative funds; it leverages its scale and capabilities in more than 100 markets to help clients optimize efficiency, mitigate risk and enhance revenue through a broad range of investor services as well as securities clearance, collateral management and alternative investment services.
Client Service and Solutions
The team has overall accountability for ensuring our Client’s global service requirements are achieved end-to-end and across Custody & Fund Services (‘C&FS’), with consistent delivery across Markets & Investor Services.  We are their primary contact and are an advisor on all C&FS service related matters.  We partner with Sales in improving and retaining client relationships, while maintaining a strategic understanding of the client’s operating model.  We organize our clients into industry ‘segments’ such as Asset Managers, Pension, Sovereign Wealth and Banks. This allows us to understand the specific requirements and behaviors of the segment and ensure our service offering meets those requirements while positioning ourselves to build strong and lasting partnerships on strategic initiatives.
Team is accountable for a set of functional and client specific responsibilities that support client relationships globally, including:
  • Data Production/Analysis & Maintenance –
  • Producing client scorecards, governance decks and bespoke reporting with explanations for root cause and trend analysis
    • Running ad-hoc  reports for clients as well as for internal partners
    • Sourcing data and performing client profitability analysis including new deal pricings and re-pricing existing client business
    • Contribute to the production of regulatory operational intelligence, competitive intelligence and thought leadership articles for client publication concerning regulatory impact on CFS and IS clients
    • Prepare internal management reporting for Client Service including; client satisfaction statistics, service delivery issues, daily health checks, change management requests, etc.
    • Periodic entitlement reviews across internal organization & clients to ensure data integrity and accuracy
  • Risk & Controls-
  • Perform functions related to risk and quality control including; entitlements and dormant account reviews, fee billing audits, billing receivables, list preparation, client onboarding, account closings, outstanding tax documentation and reclaims, standing instructions, etc.
  • Quality control for deal pricing adherence and look backs vs deal models
  • Contribute to the production of regulatory operational intelligence, competitive intelligence and thought leadership articles for client publication concerning regulatory impact on CFS and IS clients
  • Assist in the coordination of regulatory impact assessments with internal business partners
Required Skills  / Experience:
  •  Bachelors degree with 0 – 2 years of experience (Prefferably within the Custody  & Fund Services space)
  • SME knowledge of Global Custody Trades and Asset Servicing would be an added advantage.
  • Enhanced MS office skills including excel, PowerPoint etc.
  • Excellent communication skills (Oral and written). Role involves extensive co ordination with the Front office organisation.
  • Team player with demonstrated ability to work in and create a cohesive work enviorment.
  • Ability to prioritise and work across multiple work streams
  • Innovative mind set with a proven track record of successful participation in automation projects.
  • Analytic mind set with experience of producing meaningful statistics of large scale data.
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.