Analyst - Global Finance - Asset Management - Due Diligence Questionnaire Jobs in Mumbai - 22114950

Job Description:

Analyst - Global Finance - Asset Management - Due Diligence Questionnaire Req #: 190022282

Location: Mumbai, MH, IN

Job Category: Accounting/Finance/Audit/Risk

J.P. Morgan Asset and Wealth Management is a leading investment and wealth manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Clear focus on managing client assets and delivering strong risk-adjusted returns.

More than 1,300 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, multi-asset solutions, beta strategies, real estate, hedge funds and private equity

Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management (JPMAM) is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

The Global RFP Group plays a key role in both the acquisition of new business and retention of valuable existing clients, through the completion of Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other written materials, for Institutional and Wholesale clients and distributors of JPMAMs products and services. The group is responsible for creating documents which articulate JPMAMs unique value proposition and brand commitments to clients around the world. This team coordinates with various product groups, Client Portfolio Managers, Client Advisors etc., in the creation, review and maintenance of client documents.

The India team provides support to the Global RFP Group for RFPs, quarterly DDQs and RFIs across various channels and product groups. The Team is also responsible for updating quarterly product profiles and biographies of investment management personnel.

Primary Responsibilities

Complete DDQs for Institutional and Wholesale clients and prospects to support the Global RFP Group with the highest accuracy in a timely manner

Maintain firm level content and data, product profiles, investment process descriptions and other language on PMAPS (or other sources as agreed)

Work closely with RFP Teams, Investment Specialists, Client Advisors and other business partners to create, curate and maintain client documents

Support all aspects of maintenance and improvement of DDQs

Ensuring all assigned reports are prepared and delivered on a timely basis with the highest level of accuracy

Maintaining a high level of competency when reviewing data and reports, and quickly identifying both data and format issues

Assisting the team in maintaining existing procedures, tools and workflows necessary to facilitate the day-to-day activities

Communicate in a clear, concise and efficient manner with multiple teams and product groups across regions

Qualifications and skills

Education

Graduate / Post-graduate with 4-5 year of experience

Industry / Product / Process

Understanding of the asset management business, various asset classes and investment products is desirable

Ability to quickly gain broad knowledge of the range of assigned JPMAM investment products, in order to succeed in the role

Financial market awareness and understanding of basic financial concepts

Risk, Controls, Governance

Outstanding accuracy and attention to detail

Awareness of business risk and compliance procedures

Ability to simultaneously manage competing priorities, including immediate, short-term

Confidence to work directly with stakeholders at all levels, both to ensure their RFP service needs are met, and to partner with them to agree priorities and deadlines

Responsive to client requests; ability to work under pressure, and with flexibility, to meet tight deadlines

Technical / Functional Skillset

Microsoft Word, PowerPoint, Excel and Outlook skills (intermediate/advanced); prior experience of using PMAPS and Saleforce.com applications also helpful

Excellent communication skills, both verbal and written

Outstanding numeracy/quantitative skills

Excellent writing skills in English

Interest in the presentation and customization of completed documents

Soft Skills

Outstanding organization, prioritization and multi-tasking skills

Strong work ethic and positive attitude

Ability to work collaboratively with local and global teams, as well as on own initiative; sensitivity to different cultures and working styles

Need to be creative, flexible and able to apply judgement when needed

Self-starter and motivated, able to prioritize key tasks effectively

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