Awm am pag fixed Income associate - Bengaluru, India - JPMorgan Chase Bank, N.A.

JPMorgan Chase Bank, N.A.

Verified Company

Bengaluru, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Organization Description - JPMorgan Asset & Wealth Management

J.P. Morgan Asset & Wealth Management delivers industryleading investment management solutions.

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Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.

Group Description - Portfolio Analysis Group

The Chief Operating Office for Asset & Wealth Management is a centralized organization focusing on three key areas of growth inclusive of Fintech Strategic Initiatives, Product Operating Models, and Data Science and Analytics.

The

Portfolio Analysis Group ("PAG") is part of the Data Science and Analytics group within the COO function. The

Portfolio Analysis Group is responsible for

performance measurement & attribution and portfolio analytics for external clients and

serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, ex post risks, competitive analysis and performance composite construction, analysis & reporting.

This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.

Responsibilities
PAG seeks a highly motivated Associate in our

Bangalore, India office to join our

Fixed Income team within Asset Management.

The primary responsibilities of this role include but are not limited to:

Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others
Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements
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

Qualifications

Comfortable in a team environment while also able to deliver on independent assignments
Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
Knowledge of portfolio accounting principles, and performance and attribution methodologies
Solid analytical ability to research and analyze complex data sets
Interact and communicate effectively written and verbal throughout all organizational levels and roles including a strong client service mentality
Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
Ability to work towards tight deadlines in a highpressure environment
Ability to multitask seamlessly while rigorously maintaining a strong attention to detail
Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred
CIPM/CFA or progress toward designation a plus
Passion for the investments business and financial markets
Selfstarter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
Understanding of the