Analyst Investment Solutions, Portfolio Management Group

Join a global leader in wealth management and help deliver innovative investment solutions to high-net-worth clients. As an Analyst in the Portfolio Management Group youll gain hands-on experience in portfolio analytics risk management and process optimization. Elevate your career with J.P. Morgan where your expertise and insights will help shape the future of private banking.

As an Analyst within the Portfolio Management Group (PMG) you will play a key role in supporting daily monitoring of discretionary investment portfolios for J.P. Morgans Private Bank. You will provide analytics and reporting support to Portfolio Managers ensuring accurate implementation of tactical calls and adherence to client mandates. Your strong attention to detail and data analytical skills will help drive process improvements and deliver high-quality insights to senior stakeholders.

Job Responsibilities

• Deliver critical and time-sensitive processes with a high level of accuracy within agreed timelines
• Prepare reports to monitor drifts in investment portfolios monitor cash/security activity in accounts and identify performance outliers
• Identify accounts to be traded by Portfolio Managers based on guidelines from the CIO team
• Analyze and report portfolio risk using key metrics (Standard Deviation Beta R-Square Risk Utilization Tracking Error etc.) in close partnership with Portfolio Managers
• Prepare Key Performance Indicator (KPI) packs monitor Strategic Asset Allocations Cash & Overdraft levels Trading Volume and analyze drivers of change in these metrics; communicate findings to senior stakeholders
• Understand requirements of onshore partners and assist in creating or maintaining reporting procedures tools and workflows to facilitate the reporting process
• Maintain a controls mindset identify control gaps in processes and implement innovative methods to strengthen processes

Required Qualifications Capabilities and Skills

• Post Graduate with 1 years of work experience in the financial services industry in Data Analytics and/or Reporting; exposure to portfolio monitoring/risk or related functions
• Good understanding of global markets and investment products
• Strong quantitative and analytical skills including data analysis and understanding of data flows
• Proven ability to automate and improve processes using technology; hands-on experience with QlikView/QlikSense Alteryx SQL is required
• Highly competent with core MS Office applications (Excel Access PowerPoint); advanced Excel expertise is a must
• Attention to detail excellent written and verbal communication skills

Preferred Qualifications Capabilities and Skills

• Leverage experience with scripting languages such as R MatLab or Python.
• Integrate digital transformation and fintech solutions in wealth management.
• Employ advanced data analytics tools and methodologies.
• Adapt to fast-paced and dynamic work environments.
• Collaborate across global teams and stakeholders.
• Innovate process improvements and automation solutions.
• Manage multiple priorities and deliver within tight deadlines.