What are the responsibilities and job description for the Customer Success Senior Associate position at JPMorganChase?
Job Description
Join a dynamic team that empowers institutional asset owners and asset managers to make informed investment decisions. This role offers a unique opportunity to collaborate with industry leaders and drive success in the investment lifecycle. Be part of a global platform that values creativity, collaboration, and growth.
As a Customer Success Associate in the Fusion Performance and Risk Analytics Team, you will play a pivotal role in supporting our clients with advanced analytics and insights. You will be part of a team that fosters a positive and inclusive culture, where your contributions are valued, and your growth is encouraged. Together, we deliver excellence in performance and risk analytics, making a difference in the financial services industry.
Job Responsibilities
Please note this role is not eligible for employer immigration sponsorship.
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 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
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.
Join a dynamic team that empowers institutional asset owners and asset managers to make informed investment decisions. This role offers a unique opportunity to collaborate with industry leaders and drive success in the investment lifecycle. Be part of a global platform that values creativity, collaboration, and growth.
As a Customer Success Associate in the Fusion Performance and Risk Analytics Team, you will play a pivotal role in supporting our clients with advanced analytics and insights. You will be part of a team that fosters a positive and inclusive culture, where your contributions are valued, and your growth is encouraged. Together, we deliver excellence in performance and risk analytics, making a difference in the financial services industry.
Job Responsibilities
- Represent the team and the bank at onboardings, service reviews, and due diligence meetings.
- Partner with internal stakeholders to deliver coherent and resonant messages to the market.
- Demonstrate expertise in the investment lifecycle, including best practices and emerging trends.
- Conduct comprehensive performance analyses of investment portfolios.
- Develop and maintain sustainable service relationships with clients.
- Identify opportunities to deepen client relationships through product demonstrations and cross-sales.
- Analyze and interpret workflow exceptions, guiding third parties on remediation efforts.
- Lead inquiry response efforts with external stakeholders, establishing clear priorities.
- Maintain a positive work environment and encourage contributions from all team members.
- Build strong interpersonal relationships within large, complex organizations.
- Bachelor's degree in Finance, Mathematics, Statistics, or a related field.
- 7 years of experience in performance analysis, risk analytics, or investment analytics.
- Strong understanding of institutional fund accounting.
- Proficiency in using FactSet or similar platforms.
- Ability to build and maintain strong client relationships.
- Excellent communication and presentation skills.
- Interest in pursuing a Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM).
- Demonstrated success in building consensus in complex organizations.
- Experience with multi-currency returns and risk analysis.
- Familiarity with regulatory requirements in the financial services industry.
- Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
- Help the community through expansive volunteer opportunities
- Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Please note this role is not eligible for employer immigration sponsorship.
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 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
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.
