Portfolio and Performance Analysis - Associate

1 - 6 years

22 - 27 Lacs

Posted:2 months ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Are you passionate about investments and financial marketsPAG 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 (eg, 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 Bachelors 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.

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JPMorgan Chase Bank logo
JPMorgan Chase Bank

Financial Services

New York

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