Job Description
You are a strategic thinker passionate about driving solutions using analytical skills. You have found the right team.
As the portfolio management support professional in our Data, Analytics and Modelling team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Provide day-to-day support to Portfolio Managers, including data aggregation, analytics and reporting
Developing quantitative tools to enhance investment process for multi-asset portfolios.
Conducting research & ad-hoc analysis on performance, attribution, risk management and portfolio construction
Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls.
Required qualifications, capabilities, and skills
2 - 4 Years of experience supporting Portfolio management, Equity research and/or Financial modelling activities at a mutual fund or a fund of fund investment management organization.
MBA Finance with CFA/FRM certification preferred.
Experienced in using Bloomberg/Factset/Morningstar to curate investment research reports and dashboards.
Fluent programming skills in python required and experience executing process automation or user tool automation projects
Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues.
Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
Experience in creating market dashboards, factsheets and investment prospectuses and experience of analyzing Sectors/Industries/Countries/Themes and presenting an investment thesis to the CIO and Portfolio management teams.
Preferred qualifications, capabilities, and skills
ESG investing/markets experince is a good to have.
Experience in R or Matlab good to have.
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.
As the portfolio management support professional in our Data, Analytics and Modelling team you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Provide day-to-day support to Portfolio Managers, including data aggregation, analytics and reporting
Developing quantitative tools to enhance investment process for multi-asset portfolios.
Conducting research & ad-hoc analysis on performance, attribution, risk management and portfolio construction
Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls.
Required qualifications, capabilities, and skills
2 - 4 Years of experience supporting Portfolio management, Equity research and/or Financial modelling activities at a mutual fund or a fund of fund investment management organization.
MBA Finance with CFA/FRM certification preferred.
Experienced in using Bloomberg/Factset/Morningstar to curate investment research reports and dashboards.
Fluent programming skills in python required and experience executing process automation or user tool automation projects
Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues.
Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
Experience in creating market dashboards, factsheets and investment prospectuses and experience of analyzing Sectors/Industries/Countries/Themes and presenting an investment thesis to the CIO and Portfolio management teams.
Preferred qualifications, capabilities, and skills
ESG investing/markets experince is a good to have.
Experience in R or Matlab good to have.
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 Investment Analytics and Research|Analyst 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.