The Client Reporting team is part of the Institutional Asset Management group within JPMorgan Asset Management and is responsible for producing and delivering custom and standard monthly and quarterly investment performance reports to Institutional investors throughout the US, as well as maintaining product information on various consultant databases to support the Consultant Sales team.
Team is responsible for gathering the data from the various data sources (portfolio accounting system, product teams, mutual fund teams, etc.) and updating the consultant databases that are used as marketing tool by the sales team. Team also updates templates to provide detailed performance reporting to the clients.
Your primary responsibilities as an analyst for the Consultant & Data Management team would include -
Technical Skill Sets:
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