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JPMorgan Portfolio Analytics Group- Team Leader 
India, Karnataka, Bengaluru 
301791691

27.07.2024

As a Portfolio Analysis team lead in our wealth management team , you will spend each day defining, refining and delivering set goals for our firm

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.

Job Responsibilities

  • Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery:
  • Oversee 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
  • Drive 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
  • Monitor control practices to ensure compliance with corporate and business standards
  • Monitor daily activities, ensuring market and internal deadlines are met, and escalate issues to the manager
  • Ad Hoc MIS Reporting
  • Managing Projects

Required qualifications, capabilities and skills

  • Experienced performance measurement professional with minimum 4 years of relevant experience including project experience, knowledge of composite practices
  • Self-starter 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
  • Understanding of the various businesses/products within the wealth management space
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
  • Interact and communicate effectively – written and verbal – throughout all organizational levels and roles
  • Ability to confidently interact effectively with front-office personnel while working toward tight deadlines in a high pressure environment
  • Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
  • Comfortable in a team environment while also able to deliver on independent assignments
  • Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution