Portfolio and Performance Analysis - Associate

Job Description

Are you passionate about investments and financial markets? PAG is looking for a dynamic Associate to join our performance team within Wealth Management in India. This role offers the opportunity to work with industry-leading practices and contribute to the success of our global operations.

As an Associate within the performance team in Wealth Management, you will calculate performance returns and attribution across our product range. You will oversee performance measurement and reporting across regional offices, ensuring accuracy and timely delivery. You will also analyze reports and communicate results to senior management and portfolio managers.

Job Responsibilities

• Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery.
• Oversee a broad spectrum of performance measurement & attribution calculations and create reporting across several regional offices.
• Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers, and portfolio managers.
• Drive the development and implementation of the performance and attribution systems with best industry practices.
• Monitor data quality and perform comparisons between computations from different sources (e.g., internal vs external).
• Interpret results and produce 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.
• Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
  
  

Required Qualifications, Capabilities, And Skills

• Hold a Bachelor's degree in Finance, Economics, Mathematics, or Computer Science.
• Demonstrate passion for investments and financial markets.
• Possess strong quantitative skills and comfort with formulas.
• Understand Asset and Wealth management businesses/products.
• Have knowledge of securities operations and performance systems.
• Exhibit solid analytical ability to research complex data.
• Communicate effectively with internal and external stakeholders.
  
  

Preferred Qualifications, Capabilities, And Skills

• Progress towards CIPM/CFA designation is a plus.
• Demonstrate strong client service mentality.
• Possess knowledge of portfolio accounting principles.
  
  

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.