Client Reporting - Analyst

Join our Institutional Automated Reporting team and help deliver high-quality client reporting solutions. Be part of a dynamic environment focused on accuracy, efficiency, and continuous 

As an Analyst within the Institutional Automated Reporting team, you ensure the accurate and timely production and distribution of client reports. You collaborate with internal teams to resolve queries and support data-driven decision-making. You play a key role in driving improvements and supporting transformation initiatives in client reporting.

Job Responsibilities:

• Generate various client reports using internal reporting tools.
• Perform data sanity checks to ensure accuracy and completeness.
• Respond promptly to client and internal queries.
• Collaborate with stakeholders to ensure timely data availability for reports.
• Complete ad-hoc and change management requests as assigned.
• Develop domain expertise through ongoing training and upskilling.
• Prepare monthly metrics data for management review.
• Ensure all deliverables meet client deadlines with high accuracy.
• Support transformation initiatives to improve reporting processes.
• Maintain process documentation for reporting activities.
• Contribute to a team-oriented environment and share best practices.

Required Qualifications, Capabilities, and Skills:

• Demonstrate a strong work ethic and positive attitude.
• Communicate effectively, both written and verbal.
• Exhibit high attention to detail in data analysis and documentation.
• Collaborate successfully within a team and with diverse stakeholders.
• Analyze complex data and provide actionable insights.
• Manage multiple tasks and projects with strong organizational skills.
• Adapt to changing priorities and support process improvements.

Preferred Qualifications, Capabilities, and Skills:

• Leverage experience in client reporting or financial services.
• Utilize advanced Excel and reporting tool skills.
• Operate effectively in a fast-paced, deadline-driven environment.
• Demonstrate ability to learn new systems and technologies quickly.
• Support transformation and automation initiatives.
• Influence process improvements through collaboration.
• Contribute to knowledge sharing and team development.

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.

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.​