Job Description

Shape the client experience by delivering accurate reporting and driving process improvements that strengthen service outcomes and controls.

As a Global Client Reporting Associate in the Global Client Reporting team, you oversee manual client reporting across multiple traditional asset groups and support transformation initiatives. You ensure reporting requests are understood, completed accurately, and delivered on time while building strong product and domain knowledge. You partner with local and global teams to improve processes, enhance controls, and escalate issues appropriately to support consistent client servicing.

Job Responsibilities:

Oversee end-to-end delivery for manual reporting requests, ensuring requirements are understood and outputs meet accuracy and timeliness expectations
Complete ad hoc and custom client reports and other assigned tasks to support business needs
Drive strategic initiatives focused on process improvement, transformation execution, and control enhancement across the reporting function
Build domain expertise by understanding the figures being reported and strengthening product knowledge across assigned asset groups
Escalate issues and concerns to senior management as needed, supporting resolution while managing expectations across stakeholders
Prepare management information reporting and internal reporting packs as assigned

Required qualifications, skills, and capabilities:

Hold a postgraduate degree
Demonstrate 10+ years of relevant experience in client reporting, investment reporting, or related operational reporting roles
Apply intermediate to advanced proficiency in Microsoft Excel, PowerPoint, Word, Adobe Acrobat, and Outlook
Communicate clearly and professionally in written and verbal English, including strong business writing capability
Exhibit a strong work ethic and a positive, collaborative attitude
Collaborate effectively with local and global teams, demonstrating sensitivity to different cultures and working styles
Initiate work independently as a self-starter and contribute ideas to improve how work is delivered
Prioritize key tasks effectively while managing multiple deliverables

Preferred qualifications, skills, and capabilities:

Pursue the Chartered Financial Analyst credential
Earn a Master of Business Administration degree
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Client Reporting - Associate

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