Portfolio Analysis Group - Performance - Associate

2 - 5 years

22 - 27 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to promote performance insights. You will calculate performance returns and performance attribution across our product range, ensuring accuracy and timely delivery. You will also oversee performance measurement and attribution calculations, create reports across several regional offices, and communicate results effectively to senior management and portfolio managers. This role offers you the opportunity to develop and implement performance and attribution systems with best industry practices, monitor data quality, and provide regular risk and return analysis to portfolio managers and investment specialists.

Job responsibilities

  • 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

  • Bachelor s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline)
  • Passion for the investments business and financial markets
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
  • Understanding of the various businesses/products within the Asset management & Wealth management space
  • Knowledge of portfolio accounting principles, and performance and attribution methodologies
  • Solid analytical ability to research and analyze complex data sets

Preferred qualifications, capabilities and skills

  • CIPM/CFA or progress toward designation a plus
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

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JPMorgan Chase Bank logo
JPMorgan Chase Bank

Financial Services

New York

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