Job Description
You are a strategic thinker passionate about driving solutions using data analytics skills. You have found the right team.
As the Portfolio Analytics professional in our Investment and Research Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Understand and enhance proprietary risk models/frameworks, analytical tools for portfolio and risk management.
Quantitative and Statistical research on portfolio management and analytical products/tools/models.
As an SME respond to ad hoc queries related to model output, methodology and how to use the model.
Provide support to Portfolio Management, Portfolio Governance, Risk Management teams within the Wealth Management Solutions business.
Ability to work with limited supervision, understand multiple priorities in a fast-paced dynamic environment with multiple stakeholders.
Collaborate with technology team and navigate strategic projects towards deployment.
Required qualifications, capabilities, and skills
5-8 years of experience in analytics or data insights-related role, Investment and/or risk management experience.
A good understanding of financial markets and products and historical macro-economic events.
Intermediate to Advance programming skills in Python or R and BI tools like PowerBI, Tableau or Qlik
Broad capital markets experience across asset classes (equity, fixed income, alternative assets) and risk profiles (conservative, aggressive, balanced)
Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office
Broad knowledge of various data vendors, including MSCI, Bloomberg, FactSet, Morningstar etc.
Preferred qualifications, capabilities, and skills
CFA/ FRM or MBA Finance preferred
Experience navigating and interpreting quantitative research documentation and understanding of fund strategies / structures.
Business Intelligence experience which could prepared leveraging MS Office Suite, Power BI, Tableau, Qlik Sense etc.
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 Analytics professional in our Investment and Research Team, you will spend each day defining, refining and delivering set goals for our firm
Job responsibilities
Understand and enhance proprietary risk models/frameworks, analytical tools for portfolio and risk management.
Quantitative and Statistical research on portfolio management and analytical products/tools/models.
As an SME respond to ad hoc queries related to model output, methodology and how to use the model.
Provide support to Portfolio Management, Portfolio Governance, Risk Management teams within the Wealth Management Solutions business.
Ability to work with limited supervision, understand multiple priorities in a fast-paced dynamic environment with multiple stakeholders.
Collaborate with technology team and navigate strategic projects towards deployment.
Required qualifications, capabilities, and skills
5-8 years of experience in analytics or data insights-related role, Investment and/or risk management experience.
A good understanding of financial markets and products and historical macro-economic events.
Intermediate to Advance programming skills in Python or R and BI tools like PowerBI, Tableau or Qlik
Broad capital markets experience across asset classes (equity, fixed income, alternative assets) and risk profiles (conservative, aggressive, balanced)
Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office
Broad knowledge of various data vendors, including MSCI, Bloomberg, FactSet, Morningstar etc.
Preferred qualifications, capabilities, and skills
CFA/ FRM or MBA Finance preferred
Experience navigating and interpreting quantitative research documentation and understanding of fund strategies / structures.
Business Intelligence experience which could prepared leveraging MS Office Suite, Power BI, Tableau, Qlik Sense etc.
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 Portfolio Analytics Associate 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.
