CIB Operations - Performance Reporting Analyst - Hong Kong

Lead (more than 10 years)

Technical Skills

  • Accountancy
  • Microsoft Excel
  • Product Management
  • Relationship Management

Job Description

CIB Operations - Performance Reporting Analyst - Hong Kong

Location: HK-Hong Kong-New Territories-JPMorgan Tower Shatin / 01134

About J.P. Morgan Corporate & Investment Bank
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
The JP Morgan Hong Kong Risk and Performance reporting team provides a range of services to institutional clients based around the Asian region. Reporting to VP – Head of Risk and Performance the role will be responsible for the day-to-day production, validation and delivery of all agreed deliverables for clients in Asia.
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients’ interests first.
J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.3 trillion.
This role will involve working closely with the Client Service & Relationship Management teams and is responsible for the monitoring, reporting and advocating continuous improvement of client delivery, post implementation reviews of client on-boarding & restructures, pipeline management, operational controls together with risk self assessment and the execution of all client/operations/risk initiatives affecting Hong Kong Operations Group. Also close collaboration with the product team will be required.

Key Accountabilities:
Produce Risk and Performance reports for client in Asia. Obtain data and provide analysis in accordance with established procedures and requirement to maintain production tools and prepare reports for clients. Communicate with clients on fundamental reporting and day-to-day requests. Liaise with various JP Morgan internal departments to resolve any critical client issues. Support key projects and may lead smaller projects.
Identify product gaps or product enhancement opportunities based on client feedbacks and market intelligence, including developments in performance reporting standard or industry practice that will affect JPMorgan’s investment analytics product offerings or competitive advantage.
Participate in standard referential documentation including product definition, product slip sheet and RFP responses; create and maintain standard Accounting Related Service Agreement and Service Level Document through collaboration with legal and product management.
Provide sales support for investment analytics products.  Work with Relationship Management and Sales team in understanding the overall sales strategy toward the prospective client; introduce JPMorgan investment analytics product offerings to the prospect; discuss and clarify prospect’s service requirements; assist RFP team in drafting and reviewing RFP responses; review non-standard product requirements with senior product manager and support accounting operation in defining the service level agreement.


  • University graduate with major in Finance/Accounting preferred
  • 3+ years finance or investment experience.
  • Fluency in written and spoken English and Mandarin (preferred).
  • Proficiency in Excel is a must.
  • Experienced in dealing with clients especially answering inquiries and explaining calculation methodology.
  • Proven ability to work across multiple teams and operate effectively in a matrix organization


Employment TypeFull-time
Career LevelLead (more than 10 years)
Education LevelBachelor
LanguageEnglish, Mandarin (Putonghua)
JPMorgan Chase BankFinancial Services, Retail and Commercial Banking

1101-1102 & 1118-1120 Level 22 Tower 1, Grand Century Place, 193 Princess Edward Road West, Mongkok, Kowloon, Hong Kong

directions_walk18 mins walk from Prince Edward Station