JP Morgan Chase - Analyst - Investment Performance - Asset & Wealth Management

Asset and Wealth Management - PAG -Investment Performance Analyst

Job Description :

J.P.Morgan is a leading global financial services firm, established over 200 years ago:

- We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.

- We have assets of $2.5 trillion and operations Worldwide

- We operate in more than 100 markets.

- We have more than 243,000 employees globally.

- Our wholesale businesses include J.P.Morgan' s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net-worth individuals and families. Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.

- J.P.Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm ' s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

Roles & Responsibilities:

- The primary responsibility of Performance Measurement is to works in conjunction with the offshore teams to produce performance & risk analytics.

- Additional responsibilities will include maintenance of production infrastructure and maintaining controls for any change to the production of account settings.

The role requires attention to detail, an awareness of the risks involved and an ability to work under pressure and strict adherence to deadlines.

Specific Responsibilities:

- Primary responsibility includes manage teams that will be responsible for Producing performance & risk analytics in conjunction with overseas partners

- Validate performance data at Total level, Asset class and Security level. Coordinate with Middle Office, US and EMEA performance team and with Technology to correct and amend problems within the system.

- Knowledge on the different Performance methodologies (Dietz, Modified Dietz, True time weighted, etc...) and Attribution analysis

- Assist US Performance team in the production of monthly dispersion analysis reporting.

- Participate in the monthly hedge fund portfolio performance reports

- Liaise with third party providers to consolidate index returns and characteristics

- Manage multiple financial analysis reporting deadlines with ability to analyze reports and a large amount of data.

- Develop, manage and analyze large databases of information with attention to detail. Abilty to interface with various levels of management and operations

- Evaluate different types of performance on a weekly, monthly, quarterly basis: Asset Summary, Cash Flow Analysis, Fee schedule, Interest Summary, Money Market daily balances, Portfolio Performance, Statement Summary, Income Summary, and others. Ability to produce and interpret results from internal and external clients. Ability to foresee and navigate team and business through upcoming issues.

- Manage deliverables while servicing all ad hoc queries and requests.

- Validating daily work in terms of index updates, total level and asset level checks, structure of account groups, hedge fund reports etc.

- Preparation of capacity & MIS reports for the team and discussing it with the management.

- Working on the Performance scores for the team and having a monthly status check with all the team members and team leads

- Driving the team towards process automation and high level synergy between the performance teams on either location

- Checking the KPI - s and constantly working on providing a robust KPI for the team.

Checking the Risk & Control areas for the process and constantly updating & getting signoffs for the same from the onshore locations

Core Skill-sets :

- Worked and desire to work in an automated Processing environment

- Banking Operations experience is required with exposure to performance reporting will be beneficial

- Control Oriented

- Must be highly organized and able to work to tight deadlines

- Client Focused & having Risk awareness

- Needs excellent attention to detail and a high degree of professionalism I initiative

- Basic knowledge about the securities market and different financial products

- Excellent MS skills ideally to macro level

Competencies:

- Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization

- Strong analytical and problem-solving skills

- Excellent written and oral communication skills

- PC Skills required: MS Excel, MS Word & MS Power Point.

- Strong team player and has the capacity to build good working relationships with cross functional/geographical teams

- Result oriented, accepting responsibilities and challenges that take them outside their comfort zone

- Control orientated and Risk awareness

- This role requires meticulous attention to detail.

- Uses initiative & readily questions.

- Negotiation Skills

- Strong team player and has the capacity to build good working relationships with cross functional/geographical teams

Qualifications :

Internal Qualifications:

- Bachelor's or Master ' s Degree with strong Academics background

- Approx.:6-8 years of relevant work experience. Language requirement

- Fluent English (Verbal and Written)

About Us :

- JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants- and employees- religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team :

- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Operations teams develop and manage innovative, secure service solutions to meet clients- needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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