India

CA, MBA Opportunities at JP Morgan Chase

Posted on by Minakshi

JP Morgan Chase Announces Opportunities for CAs and MBAs

JP Morgan Chase is seeking talented individuals to join their India-based GPB Advisor Support team. The company has announced openings for Solutions Assistants, offering a chance to contribute to enhancing client experience and driving business priorities in a globally integrated setup. This is a great opportunity for qualified Chartered Accountants (CAs) and MBAs to work with a leading global financial services firm.

Key Responsibilities

The Solutions Assistant role involves a variety of tasks focused on supporting Client Advisors. Responsibilities include:

  • Loading prospective opportunities into Salesforce and maintaining accurate records.
  • Reviewing opportunities and undertaking administrative tasks related to funding and finance reconciliation.
  • Performing competitor analysis to identify market trends.
  • Overseeing pension/ISA transfers, including follow-ups with providers and clients.
  • Preparing client documents and collaborating with the business team to advance them.
  • Investigating prospects and creating bios for Wealth Manager meetings.
  • Developing materials for prospective client meetings, including background research and portfolio analysis.
  • Compiling business reports, including monthly and quarterly reviews for the team.

Qualifications

To be considered for this role, candidates should possess the following qualifications:

  • A CA or MBA degree.
  • Excellent stakeholder engagement skills with fluency in English.
  • Expertise in PowerPoint and Excel. Experience with tools like Alteryx, Tableau, and LLM is an advantage.

Job Location: Bengaluru, Karnataka, India

Apply Before: 07/21/2025, 09:30 AM

Interested and qualified candidates are encouraged to apply.

For more details and to apply, click here

Summary:

  • JP Morgan Chase is hiring Solutions Assistants in Bengaluru.
  • Ideal candidates will have a CA or MBA and strong communication skills.
  • The role involves supporting Client Advisors and contributing to business growth.
Key Takeaways:

  • This is a promising career opportunity for finance professionals in India.
  • Proficiency in tools like PowerPoint, Excel, and potentially Alteryx/Tableau can be advantageous.
  • The role offers exposure to global operations and collaboration with international teams.
  • Strong analytical and communication skills are crucial for success in this role.