Portfolio & performance Analysis - Associate

Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business.

As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite process from a day-to-day perspective. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will ensure the team runs as a Centre of Excellence, drawing synergies and a globally consistent approach to bring efficiency.

Job Responsibilities

• Running Composite COE with high operational standards
• Keeping abreast with changes in GIPS standards and application thereof
• Timely and accurate publication of GIPS presentations
• Help manage external verification of composites.
• Providing various ad hoc data research and analysis as needed by clients.
• Assisting in developing strategic solutions and defining PAG business requirements
• Participating in UAT and Production testing as needed
• Keeping a risk and control mindset
• Getting involved with regulatory or controls deliverables and supporting other ad hoc projects as needed.
• Identifying the project scope and key milestones, researching background, assessing risks, and designing test procedures
  
  

Required Qualifications, Capabilities, And Skills

• Minimum 8 years of work experience
• Acquainted with portfolio performance, investments and/or products, and project management skills.
• Strong analytical skills and ability to document and communicate complex, at times quantitative, business requirements and business analysis to our technology counterparts.
• Ability to work well on a global integrated team.
• Proficiency with Excel, PowerPoint
  
  

Preferred Qualifications, Capabilities, And Skills

• Preferably CFA, CIPM.
  
  

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.