Customer Success Senior Associate
Company: JPMorgan Chase & Co.
Location: Boston
Posted on: April 1, 2026
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Job Description:
Description Join a dynamic team that empowers institutional
asset owners and asset managers to make informed investment
decisions. This role offers a unique opportunity to collaborate
with industry leaders and drive success in the investment
lifecycle. Be part of a global platform that values creativity,
collaboration, and growth. As a Customer Success Associate in the
Fusion Performance and Risk Analytics Team, you will play a pivotal
role in supporting our clients with advanced analytics and
insights. You will be part of a team that fosters a positive and
inclusive culture, where your contributions are valued, and your
growth is encouraged. Together, we deliver excellence in
performance and risk analytics, making a difference in the
financial services industry. Job Responsibilities Represent the
team and the bank at onboardings, service reviews, and due
diligence meetings. Partner with internal stakeholders to deliver
coherent and resonant messages to the market. Demonstrate expertise
in the investment lifecycle, including best practices and emerging
trends. Conduct comprehensive performance analyses of investment
portfolios. Develop and maintain sustainable service relationships
with clients. Identify opportunities to deepen client relationships
through product demonstrations and cross-sales. Analyze and
interpret workflow exceptions, guiding third parties on remediation
efforts. Lead inquiry response efforts with external stakeholders,
establishing clear priorities. Maintain a positive work environment
and encourage contributions from all team members. Build strong
interpersonal relationships within large, complex organizations.
Required qualifications, capabilities, and skills Bachelor's degree
in Finance, Mathematics, Statistics, or a related field. 7 years of
experience in performance analysis, risk analytics, or investment
analytics. Strong understanding of institutional fund accounting.
Proficiency in using FactSet or similar platforms. Ability to build
and maintain strong client relationships. Excellent communication
and presentation skills. Preferred qualifications, capabilities,
and skills Interest in pursuing a Master's degree or relevant
professional designations (such as CFA, CIPM, CAIA, FRM).
Demonstrated success in building consensus in complex
organizations. Experience with multi-currency returns and risk
analysis. Familiarity with regulatory requirements in the financial
services industry. Joining our diverse and innovative global
organization will provide you with endless opportunities for career
and personal growth. · Become a part of our many Business Resource
Groups, employees who come together on topics such as ethnicity,
gender, age, accessibility, special interests and more · Help the
community through expansive volunteer opportunities · Join one of
our focus groups aimed at Innovation and Transformation, creating
the future experience for our clients and employees Final Job Grade
and officer title will be determined at time of offer and may
differ from this posting. Please note this role is not eligible for
employer immigration sponsorship.
Keywords: JPMorgan Chase & Co., Billerica , Customer Success Senior Associate, Accounting, Auditing , Boston, Massachusetts
