Analyst- External Research Management

You are a strategic thinker passionate about driving solutions in “Vendor and Broker relationship management”. You have found the right team.

As “Vendor and Broker Relationship Management Professional” within our “Broker Relationship Management” team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

The External Research Management Team (EMRT) is a global hub managing the demand and supply of external research into Asset and Wealth Management. We support 870+ investors and 300+ providers globally across EMEA, Asia and the US on multiple investment platforms. The team oversees JPMAM’s external research policy, manages research provider relationships, and coordinates related payments made by JPMAM and/or clients using equity trading commissions.

Job Responsibilities 

• Manage the shared mailbox for the respective region and asset class within 24 hours of email receipt
• Monitor equity trade batch loads into Commcise and escalate failures to Technology
• Complete contract, provider selection, and Research Valuation vote requests in Commcise within agreed SLAs
• Execute payment requests through Ariba and Commcise for hard and CSA dollars
• Resolve payment exceptions with the GSS support team in a timely manner
• Generate weekly, monthly, and quarterly commission reports and publish them to stakeholders
• Publish weekly and monthly KPI reports to business partners
• Deliver regulatory and ad hoc project requests in partnership with the business
• Participate in business meetings, weekly calls, and audit reviews and share progress updates

Required qualifications, capabilities and skills 

• Hold a graduate degree (e.g., B.Com) with minimum 3 years of experience in a research-focused team
• Demonstrate a strong understanding of stakeholder relationship management
• Apply knowledge of banking, finance, and accounting
• Communicate effectively (verbal and written) to liaise with portfolio managers, brokers, and external research providers
• Use Microsoft Excel, Word, and PowerPoint for reporting and data analysis
• Exhibit strong analytical and organizational skills
• Identify red flags and risks proactively and escalate to managers

Preferred qualifications, capabilities and skills 

• Possess an MBA

Shift Timings: 1:30pm – 10:30pm IST