Analyst- External Research Management

Posted An Hour Ago
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Bengaluru, Bengaluru Urban, Karnataka, IND
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage vendor and broker relationships for external research: handle mailbox and Commcise workflows, execute payments via Ariba/Commcise, resolve exceptions, generate and publish commission and KPI reports, support regulatory/ad hoc projects, and participate in meetings and audits.
Summary Generated by Built In

 

You are a strategic thinker passionate about driving solutions in “Vendor and Broker relationship management”. You have found the right team.

As “Vendor and Broker Relationship Management Professional” within our “Broker Relationship Management” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

The External Research Management Team (EMRT) is a global hub managing the demand and supply of external research into Asset and Wealth Management. We support 870+ investors and 300+ providers globally across EMEA, Asia and the US on multiple investment platforms. The team oversees JPMAM’s external research policy, manages research provider relationships, and coordinates related payments made by JPMAM and/or clients using equity trading commissions.

Job Responsibilities 
  • Manage the shared mailbox for the respective region and asset class within 24 hours of email receipt
  • Monitor equity trade batch loads into Commcise and escalate failures to Technology
  • Complete contract, provider selection, and Research Valuation vote requests in Commcise within agreed SLAs
  • Execute payment requests through Ariba and Commcise for hard and CSA dollars
  • Resolve payment exceptions with the GSS support team in a timely manner
  • Generate weekly, monthly, and quarterly commission reports and publish them to stakeholders
  • Publish weekly and monthly KPI reports to business partners
  • Deliver regulatory and ad hoc project requests in partnership with the business
  • Participate in business meetings, weekly calls, and audit reviews and share progress updates
Required qualifications, capabilities and skills 
  • Hold a graduate degree (e.g., B.Com) with minimum 3 years of experience in a research-focused team
  • Demonstrate a strong understanding of stakeholder relationship management
  • Apply knowledge of banking, finance, and accounting
  • Communicate effectively (verbal and written) to liaise with portfolio managers, brokers, and external research providers
  • Use Microsoft Excel, Word, and PowerPoint for reporting and data analysis
  • Exhibit strong analytical and organizational skills
  • Identify red flags and risks proactively and escalate to managers
Preferred qualifications, capabilities and skills 
  • Possess an MBA

Shift Timings: 1:30pm – 10:30pm IST

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 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.​

Skills Required

  • Graduate degree (e.g., B.Com) with minimum 3 years experience in a research-focused team
  • Strong stakeholder relationship management
  • Knowledge of banking, finance, and accounting
  • Effective verbal and written communication to liaise with portfolio managers, brokers, and providers
  • Proficiency with Microsoft Excel, Word, and PowerPoint for reporting and data analysis
  • Strong analytical and organizational skills
  • Ability to identify red flags and escalate to managers
  • MBA

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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