Client Services Analyst

Posted 12 Days Ago
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Mumbai, Maharashtra
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
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.
Summary Generated by Built In

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

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
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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