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Client Service Analyst Vacancy for MBA at JPMorgan Chase
JPMorgan Chase invited applications for the post of Client Service Analyst
Job Responsibilities:
- Prepare and update all marketing collaterals including strategy pitch book, product profiles, ad-hoc materials, etc.
- Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad-hoc requests. Assist with the on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
- Assist with all operational/administrative duties associated with Investor accounts – redemptions and contribution tracking.
- Assist the fund level reporting efforts for all investors in the Infrastructure Group including client statements, snapshots, quarterly/annual reports as well as webcast coordination etc.
- Work with internal constituent groups as well as consultants and clients to answer questions and address issues. Ensure timely, accurate and quality delivery of responses.
- Update and maintain internal databases, Fund AUMs & other books on monthly & quarterly basis.
- Identify and work on efficiency initiatives to help team continue to improve productivity. Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
- Maintain a high level of competency in reviewing data and reports and identifying gaps / issues.
- Required qualifications, capabilities, and skills:
- At least 4 years’ experience with financial product analysis, marketing, or client services.
- MBA in finance/marketing/CFA.
- Excellent written and verbal communication skills.
- Excellent Excel and PowerPoint skills
- Highly organized, detail-oriented, self-motivated, strong work ethic.
- Comfort working in a fast-paced environment across multiple time zones.
Strong multi-tasking and time management skills.
- Preferred qualifications, capabilities, and skills:
- Knowledge of Infrastructure investing
- Previous experience working with open, or closed-end funds would be a plus.
For more details and to apply, click here
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