Account Specialist

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers. In this role, you will balance your focus on business results by offering options and finding solutions to help our customers with issues.

Job Summary:

As an Account Specialist IV within the Solutions Middle Office India team, you will have the opportunity to support Portfolio Managers globally and engage in activities that ensure seamless reporting for the Asset Management business. You will be responsible for maintaining production infrastructure, ensuring data quality, and meeting strict deadlines. This role will challenge you to navigate the team and business through potential issues, manage deliverables, and liaise with third-party providers. Your ability to work independently, build strong relationships with cross-functional teams, and handle escalations will be key to your success. This role supports North America Hours.

Job Responsibilities:

• Check on Price and Analytics at the start of days.
• Produce and interpret results from internal clients.
• Foresee and navigate team and business through upcoming issues.
• Manage deliverables while servicing all ad hoc queries and requests.
• Liaise with third-party providers to validate Daily Variance on Analytics.
• Maintain static data within the system, validate performance data, and reconcile discrepancies.
• Identify and classify assets within the system.
• Run and distribute reports, execute pre-defined queries (jobs) in the system, and prepare and produce MIS/presentations.

Required Qualifications, Skills and Capabilities:

• Ability to work independently and seek guidance proactively.
• Prior experience with applications like Bloomberg and Point is required.
• Strong team player capable of building relationships across functions and geographies.
• Result-oriented, willing to accept responsibilities and challenges beyond comfort zones.
• Positive outlook with a desire for personal and functional success.
• Effective partnership with peers, subordinates, managers, and functional partners.
• Ability to manage escalations by liaising with internal and external stakeholders.
• Knowledge of investment products and experience in automated processing environments.
• Client-focused with risk awareness and excellent attention to detail.
• Strong academic background with at least 3 years of relevant experience and excellent MS skills.
• Fluent in English, supporting North America hours, with basic knowledge of the securities market and financial products.

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.