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JPMorganChase

Client Services Analyst

Posted 12 Days Ago
Be an Early Applicant
Hybrid
Mumbai, Maharashtra
Junior
Hybrid
Mumbai, Maharashtra
Junior
The Client Services Analyst will assist Global Equity Analysts with financial modeling, manage the Global Financial Database, and handle automation projects using Alteryx and UiPath. Responsibilities include linking financial models to data sheets, creating customized financial tables, troubleshooting database issues, and coordinating with vendors and clients for data feeds.
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Job Description
As a Team Leader you will be responsible for assisting Global Equity Analysts in linking financial uploader sheet and publish different sector valuation files and products. Manage BAU request that involves internal and external queries from analyst/clients/vendors, maintenance of Global Financial Database and MIS reporting for senior stakeholders also you would be working on automation project which would require skill set such as Alteryx and UiPath.
Responsibilities:• Assisting front office Junior and Senior Global Equity Analysts• Linking analyst Equity Models to sector specific financial Uploader sheet• Create customized financial tables (PL/CF/BS) which would be displayed on Equity Research reports• Manage calculations in the database for sector specific data items.• Trouble shooting issues in the Financial Database and ensuring all models are linked and appropriately displayed• Manage Equity Database and build Equity Research related products (Consensus/ Sector / Interactive models)• Should be able to build Relative valuation files for different sectors (Banks, Insurance, Consumer etc.)• Co-ordinate with vendors and clients to setup data feeds• Financial modelling and knowledge about different valuation methodology (DCF/SOTP) would be an added advantage• Writing Industry and company research reports would be value added
Qualifications:
Graduate / Post graduate degree preferably or MBA in finance / CFA would be an added advantage• 2-3 years of experience in Equity Research and Financial modelling• Advanced Excel and VBA knowledge• Technical Skill set such as UiPath and Alteryx would be value added• Demonstrated ability to work as team player and to develop alternative solutions to complex problems• Detail oriented with strong organization skills, ability to manage multiple tasks simultaneously and prioritize work to meet deadlines• Good written & spoken English communication skills• Willing to work flexible hours, supporting a global time zone
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Alteryx
Excel
Uipath
VBA

JPMorganChase Mumbai, Maharashtra, IND Office

B11, B9, B10, Nirlon Knowledge Park, near Mrinal Tai Gore Flyover, Cama Industrial Estate, Mumbai, Maharashtra, India, 400063

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