Geared toward candidates comfortable with data-driven reporting and stakeholder coordination, this role emphasizes institutional finance and client-centric operations in Boston.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
Help clients understand what is driving investment results by delivering clear, reliable performance and risk reporting. In this role, you will partner with teams across operations and analytics to solve reporting challenges and improve client outcomes. You will contribute to a service-first culture that values precision, ownership, and continuous improvement. If you enjoy working with data, processes, and stakeholders, this role offers meaningful impact and growth.
As a Customer Success Senior Associate within our investment reporting and analytics team, you will support the preparation and delivery of institutional client reports and help resolve reporting-related inquiries. You will coordinate with internal partners to complete client change requests, support onboarding activities, and contribute to projects that enhance the reporting workflow. You will also follow established controls to help manage operational risk.
Job responsibilities
Deliver periodic investment performance reports, including attribution, contribution, and risk analysis outputsImplement client reporting change requests by documenting requirements and coordinating updates through the delivery processRespond to client questions related to reporting deliverables and data used in the reporting workflowPartner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes clearlySupport new client onboarding activities by preparing initial reporting setups and validating outputsMaintain and update client reporting templates and supporting documentation to promote accuracy and repeatabilityPerform quality checks and exception reviews to help ensure reports meet agreed timelines and standardsFollow established controls and procedures that address key operational risksContribute to projects and non–business-as-usual work that improves processes, tools, or controlsCoordinate day-to-day communication across teams to keep reporting activity on track
Required qualifications, capabilities and skills
Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline2+ years of relevant financial analysis experience in financial services Experience analyzing large datasets to identify drivers, exceptions, and root causesProficiency in Microsoft Excel, including building and maintaining structured templatesKnowledge of investment performance concepts such as returns, fees, cash flows, and dividendsAbility to explain performance and attribution drivers to non-technical stakeholders using clear, structured communication and ability to manage multiple priorities and deliver accurate work within defined timelinesExperience following documented processes and controls in an operations or reporting environment
Preferred qualifications, capabilities and skills
Progress toward or completion of a relevant postgraduate qualification or credential (for example, investment performance measurement or finance-related certification)Experience in investment management, performance measurement, investment operations, or fund accountingExperience producing performance reporting packages such as daily/monthly performance, net-of-fees reporting, reconciliations, and security-level attributionFamiliarity with risk reporting concepts and ex-post risk outputsExperience translating client reporting needs into well-documented change requests and testing outcomesExperience supporting client walkthroughs of reporting workflows and explaining how reports are usedDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Source: JPMorgan Chase careers