Job Description
This role requires a comprehensive understanding of performance analytics, including return calculations, risk analysis, and competitive analysis. The successful candidate will be instrumental in helping clients understand their portfolio returns and assessing our product effectiveness. They will also act as a trusted advisor to the leadership team, generating performance insights. The role is part of JPMorgan Asset & Wealth Management, a leading provider of investment management solutions. The Portfolio Analysis Group, under the Chief Operating Office, is responsible for performance measurement and portfolio analytics, providing valuable insights and analysis to both external clients and internal stakeholders.
As a Portfolio and Performance Analysis - Team Leader within the Portfolio Analysis Group, you will be instrumental in providing performance measurement & attribution and portfolio analytics for external clients. You will also serve 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. Your role will involve a broad spectrum of activities including rate of return calculations, return attribution, ex post risks, competitive analysis, and performance composite construction, analysis & reporting. This role provides an opportunity to work closely with various teams across the organization and contribute to the department's efforts of improving systems and technology. PAG seeks a highly motivated Team Leader in our Mumbai, India office to join our Fixed Income team within Asset Management
Job Responsibilities
- 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 driver 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, capabilities and skills
- Comfortable in a team environment while also able to deliver on independent assignments
- Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets
- 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
- Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
- 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
- Thorough understanding of ex-post risk concepts and methodologies
Preferred qualifications, capabilities and skills:
- CIPM/CFA or progress toward designation a plus
- Passion for the investments business and financial markets
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus
About Us
JPMorganChase, 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.
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