AWM, Portfolio Insights Analyst
Share
Job Location:
Columbus, NE - USA
Monthly Salary:
$ 65000 - 95000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis the team is responsible for running analytics discussing our output and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
- Construct analytics to ensure quick turnaround times for full-service requests across major channels.
- Manage offshore channel analytics escalating to specialists for client calls as needed.
- Support program expansion into Canada by handling increased volume of full-service analytics.
- Collate data from multiple sources and perform data manipulation for program-related content.
- Assist team members with updating and producing timely intellectual capital content.
- Distribute and discuss data-driven content across the organization supporting program growth.
- Respond to data requests and collaboration opportunities from other teams in a timely manner.
- Conduct quarterly TDC data testing identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
- 3 years work experience ideally involving client interaction.
- Demonstrated record of academic and professional achievement.
- Ability to work effectively within a highly motivated and hard-working teamas well as on own initiative.
- Strong communication skills (written and oral).
- Basic knowledge base of a variety of investment and capital market concepts and the ability to articulate complex investment ideas and processes.
- Ability to interact with colleagues at all levels.
- Ability to create & articulate compelling thoughtful and creative presentation materials.
- Accuracy and attention to detail is essential with strong analytical acumen.
- Strong technical skills including a proficiency in PowerPoint Excel and Word.
- High intellectual aptitude.
Required Experience:
IC
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
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
