JPMorgan Customer Success Senior Associate 

United States, Massachusetts, Boston 

578143109

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.

Required qualifications, capabilities, and skills

• 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.

Preferred qualifications, capabilities, and 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.