Asset Management Portfolio and Performance Analysis â Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Drive portfolio excellenceanalyze performance deliver insights and shape solutions in a dynamic global investment team!
If you are a highly motivated individual with knowledge of equity products performance measurement & attribution experience and understanding of GIPS reporting you may be the perfect fit for our team!
As a Portfolio and Performance Analysis Associate within the Portfolio and Performance Analysis team you will oversee a broad spectrum of performance measurement and attribution calculations while developing solutions for a complex and continuously expanding business line.
Job Responsibilities
- Lead strategic infrastructure initiatives to implement best-in-class solutions for stakeholders.
- Deliver exceptional client service by understanding client needs and building relationships across the organization.
- Calculate and evaluate performance and attribution for equity portfolios across EMEA and US markets leveraging tools like FactSet for advanced analytics.
- Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
- Oversee performance measurement & attribution calculations and create reporting solutions.
- Monitor data quality and perform compares between computations from different sources
- Required qualifications capabilities and skills
Required qualifications capabilities and skills
- Proven experience in Performance and Attribution measurement
- Robust understanding of equity products structured products derivatives and portfolio accounting principles
- Strong quantitative skills with cognitive and problem-solving capabilities
- Effective communicator with the ability to lead discussions and influence stakeholders
- Proficiency in issue resolution and root cause analysis
- Knowledge of FactSet for advanced portfolio analytics and reporting
Preferred qualifications capabilities and skills
- Ability to work well on a globally integrated team
- Progress toward CFA or CIPM designation preferred
- Strong MS Excel MS Power Point skills
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
