Posted May 6, 2026
As a Fund Servicing Analyst at JPMorganChase, your role is crucial in ensuring the smooth operations of fund servicing. Your primary responsibilities include executing routine transactions, collaborating with various teams, and identifying opportunities for process improvements. Your emotional intelligence will be key in building strong relationships and influencing positive outcomes. Key Responsibilities:
Create, automate, and maintain client reports using Tableau and Alteryx. - Schedule and automate report generation and distribution to meet client deadlines. - Work closely with internal teams and clients to understand reporting needs and translate them into effective data solutions. - Build and optimize Alteryx workflows for data extraction, transformation, and loading (ETL) to support reporting requirements. - Design interactive dashboards in Tableau to present complex data clearly and effectively. - Ensure accuracy, consistency, and integrity of data across all client reports. - Troubleshoot and resolve issues related to data, workflows, and reporting processes. - Stay updated with the latest features and best practices in Tableau and Alteryx to enhance reporting processes. - Document processes, workflows, and reporting standards for knowledge sharing and compliance. Qualifications Required:
Bachelors degree in a related field (Data Analytics, Information Systems, Business, Finance). - Proven experience in client reporting, ideally within financial or professional services. - Strong proficiency in Tableau for dashboard creation and data visualization. - Solid experience with Alteryx for data preparation, ETL, and workflow automation. - Excellent analytical, problem-solving, and communication skills. - Ability to manage multiple projects and deadlines in a fast-paced environment. - WHEM Shift Role (6.30 PM - 3.30 AM IST)
Key Responsibilities:
Create, automate, and maintain client reports using Tableau and Alteryx. - Schedule and automate report generation and distribution to meet client deadlines. - Work closely with internal teams and clients to understand reporting needs and translate them into effective data solutions. - Build and optimize Alteryx workflows for data extraction, transformation, and loading (ETL) to support reporting requirements. - Design interactive dashboards in Tableau to present complex data clearly and effectively. - Ensure accuracy, consistency, and integrity of data across all client reports. - Troubleshoot and resolve issues related to data, workflows, and reporting processes. - Stay updated with the latest features and best practices in Tableau and Alteryx to enhance reporting processes. - Document processes, workflows, and reporting standards for knowledge sharing and compliance. Qualifications Required:
Bachelors degree in a related field (Data Analytics, Information Systems, Business, Finance). - Proven experience in client reporting, ideally within financial or professional services. - Strong proficiency in Tableau for dashboard creation and data visualization. - Solid experience with Alteryx for data preparation, ETL, and workflow automation. - Excellent analytical, problem-solving, and communication skills. - Ability to manage multiple projects and deadlines in a fast-paced environment. - WHEM Shift Role (6.30 PM - 3.30 AM IST)
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