Associate - Portfolio Reporting & Analytics

You are a strategic thinker passionate about driving solutions in “Portfolio Management”. You have found the right team.

As a Portfolio Management Professional within our Data, Analytics, Research & Transformation team, you will be instrumental in promoting the company's daily objectives. Your main role in the portfolio analytics function will include managing investment research and technological projects across diverse platforms. Being a vital member of the team, you will deliver both qualitative and quantitative solutions to portfolio managers.

Job Responsibilities

• Provide day-to-day support to Portfolio Managers, including data aggregation, portfolio risk analytics, and exposures reporting
• Provide reporting and analysis on portfolio performance, attribution, risk metrics, and portfolio construction
• Develop quantitative tools to enhance investment process for multi-asset portfolios
• Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls
• Contribute towards research and portfolio insights

Required qualifications, capabilities and skills. 

• Minimum 4 years of industry experience with postgraduate/graduate Degree in Finance, with experience in the Portfolio Management space. 
• Keen interest in financial markets. 
• Proficiency with data analysis, inclusive of intermediate programming experience in Python / any other coding language required. 
• Strong written and verbal communication skills to thrive on a global team, with the ability to present logically, precisely and in a simple manner, complex and technical issues.
• Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
• Proven ability to parse complex tasks and juggle priorities in a highly dynamic professional environment with a focus on attention to detail.
• Strong initiative, energy and confidence completing assignments with limited supervision. Superior time management and ability to prioritize a heavy workload.
• Experience executing process automation or user tool automation projects.

Preferred qualifications, capabilities, and skills

• MBA preferred.
• Experience in Python is a must. Experience in R or Matlab good to have. 
• Certifications like PRM/FRM, CFA and CQF are a good to have.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.