Asset Management - Institutional Client Management - Analyst

Job Summary

Client Management Analysts assist the Client Account Managers in supporting North America Institutional business, Subadvisory and Insurance (including Solutions), and Alternatives. Client Account Managers are responsible for the day to day servicing of J.P. Morgan Asset Management's Institutional Client base. In addition to establishing and maintaining a high level of service for Institutional Clients across all asset classes, they are responsible for developing an understanding of the unique servicing needs of their clients and championing those concerns within the context of the larger firm.

Each analyst and Client Account Manager is part of a dedicated Client Service Team consisting of a Client Advisor, and an Investment Specialist as appropriate, & acts as the key contact for all legal, administrative, operational and general servicing activities.

Job Responsibilities

• Work closely with internal stakeholders on day to day issues and ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
• Communicate significant client issues internally and document/escalate as appropriate
• Maintenance of client records within JPMorgan and custodian systems (where applicable)
• Complete reviews as required related to client legal documentation, arrange and schedule periodic client reports and statements, and process client cash flows
• Follow up with clients regarding any trading issues and reconciliation breaks and outstanding requests (invoices, governing documentation, etc.)
• Respond to inquiries from clients, consultants, and any third parties (e.g. auditors) and assist client advisors with all other inquiries and requests
• Coordinate regulatory reporting for Canadian funds
• Complete updates to key fields in system needed for downstream systems and teams
• Open, update and close client accounts on JPMorgan systems, and maintain related records; prepare or assist in preparing any necessary documents
• Develop models / collect and mine large amounts of data for analysis and internal reporting and apply analysis and product knowledge to produce customized metrics and dashboard reporting
• Assist with development of presentation decks for senior management to deliver key messages and perform receptionist function for the office and general office duties including meeting coordination, taking meeting minutes, equipment & facilities management, courier & mail

Required Qualifications, Capabilities, and Skills

• Experience at financial services firm preferred
• Bachelor's Degree - preference given to business-focused disciplines
• Canadian Securities Course a plus, but not required
• Excellent communication skills (both oral and written) and strong judgment and decision-making skills
• Proactive/self-motivated and able to adapt to change
• Ability to multitask and to pursue/meet deadlines
• Ability to develop strong internal/external relationships and an in-depth understanding of clients' servicing needs
• Demonstrate proficiency with Microsoft Office Suite (Word, Excel, Powerpoint)