Job Description
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. 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.
The Chief Operating Office for Asset & Wealth Management is a centralized organization focusing on three key areas of growth inclusive of Fintech Strategic Initiatives, Product Operating Models, and Data Science and Analytics. The Portfolio Analysis Group (“PAG”) is part of the Data Science and Analytics group within the COO function. The Portfolio Analysis Group is responsible for performance measurement & attribution and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, ex post risks, analysis and performance composite construction, analysis & reporting. This analysis is instrumental to help external clients understand means of return in their portfolios and help us internally measure the effectiveness of our products and strategies.
Job responsibilities:
The primary responsibilities of this role include but are not limited to:
Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others. Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a enabler of improvements. Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
Be a driver of the development and implementation of the performance and attribution systems with best industry practices
Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external). Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
Required Qualifications, Skills and Capabilities :
Knowledge of portfolio accounting principles, and performance and attribution methodologies
Solid analytical ability to research and analyze complex data sets. Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
Interact and communicate effectively – written and verbal – throughout all organizational levels and roles including a strong client service mentality.Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
Ability to work towards tight deadlines. Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
Passion for the investments business and financial markets. Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation.
Experienced performance measurement professional with 6+ years of relevant experience including project experience and knowledge of GIPS. Understanding of the various businesses/products within the Asset management & Wealth management space
Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred. CIPM/CFA or progress toward designation a plus
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
The Chief Operating Office for Asset & Wealth Management is a centralized organization focusing on three key areas of growth inclusive of Fintech Strategic Initiatives, Product Operating Models, and Data Science and Analytics. The Portfolio Analysis Group (“PAG”) is part of the Data Science and Analytics group within the COO function. The Portfolio Analysis Group is responsible for performance measurement & attribution and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, ex post risks, analysis and performance composite construction, analysis & reporting. This analysis is instrumental to help external clients understand means of return in their portfolios and help us internally measure the effectiveness of our products and strategies.
Job responsibilities:
The primary responsibilities of this role include but are not limited to:
Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others. Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a enabler of improvements. Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
Be a driver of the development and implementation of the performance and attribution systems with best industry practices
Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external). Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
Required Qualifications, Skills and Capabilities :
Knowledge of portfolio accounting principles, and performance and attribution methodologies
Solid analytical ability to research and analyze complex data sets. Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
Interact and communicate effectively – written and verbal – throughout all organizational levels and roles including a strong client service mentality.Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
Ability to work towards tight deadlines. Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
Passion for the investments business and financial markets. Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation.
Experienced performance measurement professional with 6+ years of relevant experience including project experience and knowledge of GIPS. Understanding of the various businesses/products within the Asset management & Wealth management space
Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred. CIPM/CFA or progress toward designation a plus
ABOUT US
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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.
💡 Quick Summary
Seeking a career-building opportunity? The AWM PAG | Portfolio Perf Analysis US PB | Team Leader position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
