JPMorgan Portfolio Performance Analysis - Team Leader 

India, Maharashtra, Mumbai 

716365169

Job Responsibilities

• 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

Required qualifications, capabilities and skills

• 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
• Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
• Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
• Understanding of the various businesses/products within the Asset management & Wealth management space
• Thorough understanding of ex-post risk concepts and methodologies

Preferred qualifications, capabilities and skills:

• CIPM/CFA or progress toward designation a plus
• Passion for the investments business and financial markets
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus