JPMorgan Fund Servicing Associate - Performance Reporting Manila 

Philippines, Quezon City 

642907968

Functional Responsibilities:

• Act as the face of the franchise, representing PRA and the Bank at onboardings, formal service reviews, due diligence meetings and RFI/P presentations (includes periodic travel). Partner with internal stakeholders to deliver a coherent, resonant message to market.
• Demonstrate expertise in the investment lifecycle. This includes industry best practices, regulatory requirements, the competitive landscape and emerging trends in performance and risk analytics across client segments.
• Readiness to conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives.
• Develop and maintain sustainable service relationships that ensure timely and accurate reporting for clients. Identify, document and pursue opportunities to deepen relationships through product demonstration, trial subscription, and cross-sales.
• Analyse and interpret workflow exceptions. Guide third parties on remediation efforts and take ownership on plan execution. Present findings in straightforward, audience-appropriate communications.
• Lead inquiry response efforts with external stakeholders including portfolio managers, back-office operations, and vendors. Establish clear priorities and articulate dependencies as well as delivery/resolution timetables.

Leadership Skills:

• Maintain a positive, uplifting work environment where all are encouraged to contribute. Adopt a growth mindset where all feel comfortable taking risks to learn. Persist through setbacks to achieve results.
• Demonstrate success building strong interpersonal relationships in large, complex organizations. Ability to defend principles and build broad consensus amicably based on shared interests.

Qualifications:

• Bachelor's degree in Finance, Mathematics, Statistics or related field. Interest and/or pursuit of Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM) preferred.
• 10+ years of experience in performance analysis, risk analytics, or investment analytics within the financial services industry. Background in or strong understanding of institutional fund accounting required.
• Knowledge / use of FactSet and/or competitor platforms preferred.