JPMorgan Asset Management - Portfolio Analysis Group Analyst 

Taiwan, Taipei, Taipei 

914841784

As a Portfolio Analysis Group - Analyst in the team, you will focus on ensuring the accurate and timely delivery of investment performance and analytical reporting for client portfolios and products managed and distributed in Taiwan and Hong Kong.

Job Responsibilities

• Generate performance and risk statistics for pooled funds and segregated funds
• Produce performance and portfolio analytics for use in fund factsheets and client reports
• Produce peer fund comparison analysis based on Refinitiv Lipper IM
• Produce performance attribution analysis and active risk analysis
• Produce composite performance reporting according to Global Performance Investment Standards
• Attend to ad hoc requests from portfolio managers, investment specialists, sales & marketing on portfolio performance and related analytics
• Collaborate with the other local and global teams in various projects and initiatives

Required qualifications, capabilities, and skills

• At least 1 year of relevant experience in a performance analysis, risk analysis, fund accounting or other operations role in finance industry
• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
• Strong analytical and quantitative skills, comfortable with formulas, performance methodologies and risk analytics
• Must be a team player
• Ability to interact and communicate effectively
• Highly organized and proactive
• Audit and controls focused
• Local license – Financial Market Knowledge and Professional Ethics (金融市場常識與職業道德) required, Senior Securities Specialist (證券商高級業務員) or Securities Investment Trust and Consulting Professionals (投信投顧業務員) required
• Language skills – English required

Preferred qualifications, capabilities, and skills

• Strong knowledge in Excel required, knowledge in Automation tool (Alteryx, Python etc.) is an advantage
• CIPM or CFA is an advantage
• Ability to work in high pressure environment with tight deadlines
• Ability to multi-task and with strong attention to details