Assist in fiduciary administration tasks, prepare financial documents, and support account maintenance and compliance with legal standards.
Job Description
We are looking for a talented Analyst to join our Trusts & Estates team in Mumbai. This role offers the opportunity to work with a dynamic team and contribute to delivering exceptional services to our clients.
As an Analyst within the Trusts & Estates team, you will assist in fiduciary administration tasks and support the US team. You will execute instructions for account maintenance and prepare financial documents. Your role will be crucial in ensuring efficient operations and client satisfaction.
Job Responsibilities:
Required Qualifications, Capabilities, and Skills:
Preferred Qualifications, Capabilities, and Skills:
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.
We are looking for a talented Analyst to join our Trusts & Estates team in Mumbai. This role offers the opportunity to work with a dynamic team and contribute to delivering exceptional services to our clients.
As an Analyst within the Trusts & Estates team, you will assist in fiduciary administration tasks and support the US team. You will execute instructions for account maintenance and prepare financial documents. Your role will be crucial in ensuring efficient operations and client satisfaction.
Job Responsibilities:
- Execute instructions for opening and maintaining bank accounts.
- Prepare subscription and redemption requests for investments.
- Update and maintain financial transaction databases.
- Dispatch introductory packages to trust parties.
- Draft letters for credit requests and terminations.
- Report stakeholder status updates for activities.
- Coordinate with US team for fiduciary tasks.
- Analyze data for financial reporting.
- Ensure compliance with legal standards.
- Facilitate communication with trust parties.
- Support team in achieving operational goals.
Required Qualifications, Capabilities, and Skills:
- Demonstrate at least 2 years of experience in Financial Services.
- Exhibit strong interpersonal skills.
- Communicate effectively in written and oral forms.
- Organize tasks efficiently and manage time.
- Analyze financial data accurately.
- Understand legal and tax concepts.
- Collaborate with international teams.
Preferred Qualifications, Capabilities, and Skills:
- Experience in international trust administration.
- Knowledge of fiduciary processes.
- Ability to work in a fast-paced environment.
- Familiarity with financial software tools.
- Expertise in financial reporting.
- Capacity to handle multiple tasks.
- Skill in strategic planning and execution.
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.
Top Skills
Financial Software Tools
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