Asset Management - Client Reporting - Vice President
JPMorganChase · Mumbai, Maharashtra, India
- On site
- Full-time
- $200,000 / year
- Mumbai, Maharashtra, India
Job highlights
- Lead reporting modernization and data governance initiatives.
- Manage data quality, controls, and reconciliation processes.
- Transition reporting systems to Kurtosys platform.
- Lead a team and collaborate with stakeholders.
- Ensure audit-ready reporting in regulated environments.
About the role
Job Description
Drive the modernization of reporting by ensuring trusted, well-governed data from source to consumer. Lead while strengthening quality, controls, and transparency. Partner with stakeholders and Subject Matter Experts to deliver scalable, reconciled, audit-ready reporting.
As a Vice President within Client Services team, you drive data governance and the transition of reporting to Kurtosys to enable consistent, traceable, and reproducible outcomes. You ensure data readiness for onboarding, oversee quality frameworks, and manage end-to-end reconciliation between CRDP and Kurtosys. You lead a team and SME steward network while proactively managing stakeholders, risks, testing, and cutover execution.
Job Responsibilities
- Establish processes to validate data availability for onboarding and downstream reporting readiness.
- Drive remediation plans to close data gaps and track completion to agreed milestones.
- Standardize data definitions and transformations across CRDP and Kurtosys for consistent interpretation.
- Enable end-to-end traceability by aligning lineage, metadata, and control documentation.
- Implement data quality frameworks leveraging the Pro DQ model and defined quality thresholds.
- Coordinate report transition analysis, test planning, and migration approach to Kurtosys.
- Execute regression checks and cutover readiness activities to minimize operational disruption.
- Monitor delivery progress, dependencies, and key risks across the transition program.
- Mitigate issues through structured triage, root-cause analysis, and corrective action plans.
- Build a network of SMEs to serve as data stewards with clear ownership and escalation paths.
- Lead and develop team members to foster high performance and cross-functional collaboration.
Required Qualifications, Capabilities And Skills
- Bring 12+ years of experience in data governance, reporting, or asset management.
- Demonstrate delivery leadership on large-scale governance or reporting transformation initiatives.
- Lead teams through people management, coaching, and performance development.
- Influence senior stakeholders with clear communication and strong relationship management.
- Apply rigorous analytical and organizational skills to drive structured execution.
- Manage risks, dependencies, and delivery timelines across multi-team programs.
- Ensure data control discipline across definitions, transformations, and reconciliation outcomes.
Preferred Qualifications, Capabilities And Skills
- Hold an MBA in Finance or a CFA.
- Leverage hands-on experience with Kurtosys or similar reporting platforms.
- Apply practical experience with metadata management and data lineage tooling.
- Implement data quality monitoring and exception management operating models.
- Partner effectively with technology teams on data pipelines and transformation logic.
- Operate confidently in regulated environments requiring audit-ready reporting and controls.
- Facilitate workshops and calibration sessions to align requirements and definitions across stakeholders.
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.
Key skills/competency
- Data Governance
- Reporting Modernization
- Asset Management
- Client Services
- Data Quality
- Kurtosys Platform
- Stakeholder Management
- Risk Management
- Team Leadership
- Regulatory Compliance
Skills & topics
- Asset Management
- Client Reporting
- Vice President
- Data Governance
- Reporting Modernization
- JPMorgan Chase
- Financial Services
- Data Quality
- Kurtosys
- Regulatory Compliance
How to get hired
- Tailor your resume: Highlight 12+ years in data governance, reporting, or asset management, emphasizing leadership in transformation initiatives.
- Showcase leadership skills: Detail experience in people management, coaching, and developing high-performing teams.
- Demonstrate impact: Quantify achievements in improving data quality, controls, and stakeholder satisfaction.
- Prepare for behavioral questions: Be ready to discuss stakeholder management, risk mitigation, and problem-solving in complex programs.
- Research JPMorgan Chase: Understand their commitment to innovation, diversity, and their role in financial services.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities for a Vice President in Asset Management Client Reporting at JPMorgan Chase?
- The Vice President will drive reporting modernization and data governance, focusing on ensuring trusted, well-governed data. Key responsibilities include overseeing the transition of reporting to the Kurtosys platform, managing data quality, implementing control frameworks, and leading a team to achieve consistent, traceable, and audit-ready reporting outcomes in a regulated environment.
- What experience is required to be considered for the Vice President, Asset Management Client Reporting role?
- JPMorgan Chase requires at least 12 years of experience in data governance, reporting, or asset management. Candidates must demonstrate delivery leadership on large-scale governance or reporting transformation initiatives, with strong skills in people management, stakeholder influence, analytical execution, and risk management.
- What are the preferred qualifications for this Vice President position?
- Preferred qualifications include an MBA in Finance or a CFA charter. Hands-on experience with Kurtosys or similar reporting platforms, metadata management, data lineage tooling, and operating in regulated environments with audit-ready reporting are also highly valued.
- How does JPMorgan Chase approach diversity and inclusion for this Vice President role?
- JPMorgan Chase is an equal opportunity employer that highly values diversity and inclusion. They do not discriminate based on protected attributes and make reasonable accommodations for religious practices, beliefs, mental health, or physical disability needs. They strive to build a global workforce with diverse talents.
- What is the primary goal of the reporting modernization initiative at JPMorgan Chase?
- The primary goal is to ensure trusted, well-governed data from source to consumer, strengthening quality, controls, and transparency. This modernization aims to deliver scalable, reconciled, and audit-ready reporting, facilitating consistent, traceable, and reproducible outcomes through initiatives like the transition to the Kurtosys platform.
- How does this role contribute to the Asset & Wealth Management division at JPMorgan Chase?
- This role is critical to the J.P. Morgan Asset & Wealth Management division by enhancing the quality and reliability of client reporting. By modernizing reporting processes and ensuring robust data governance, it supports the delivery of industry-leading investment management solutions and helps clients achieve their financial goals with confidence.