JP Morgan Chase - Analyst - Manager Solutions - Investments Due Diligence

Analyst - Manager Solutions - Investments Due Diligence

Wealth Management Investment Solutions, Manager Solutions, Investments Due Diligence, Analyst (Mumbai, India)

About J.P. Morgan:

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

About Wealth Management:

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

About Investment Solutions:

Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.

Role Overview:

- The position is an Analyst for the Global Beta team, based in India. The Global Beta Analyst will be a member of the Manager Solutions Team within the Wealth Management Investment Solutions Team. The Manager Solutions Team oversees over $600bn in Private Bank assets invested in mutual funds, ETFs, hedge funds and SMAs. 

- The Global Beta team is responsible for overseeing the due diligence and collaboration with a variety of third-party passive and systematic managers in order to provide best in class solutions to the discretionary and brokerage clients of the Wealth Management business. The scope of the team's due diligence spans asset classes and vehicle type, including Equities, Fixed Income and Commodities within a variety of vehicles ranging from ETFs to Mutual Funds and SMAs.

- The position will partner with the global team that has research analysts based in New York and London. The primary role of the Global Beta Analyst will be to support in the broader due diligence functions of the Global Beta team. This includes maintenance of the current platform and partnerships, participation in new searches for platform solutions, and research spanning a range of subjects from markets to portfolio management.

Key Responsibilities:

- Assist in due diligence of the existing global platform of passive and systematic managers

- Review universe of potential solutions, across 40-Act and UCITS, and formulate views on best additions to existing platform as well as requests from internal partners

- Support in the creation of materials necessary for review and approval of new platform products

- Identify new areas of market trends, working with passive and systematic providers to launch new and innovative vehicles for the Private Banking platform

- Conduct research on new and existing products across asset classes to understand design, construction and implementation

- Partner with internal stakeholders to provide new solutions and recommendations on existing products as well as provide governance related updates on approved products

- Conduct and present attribution and ad-hoc analysis across a wide range of asset classes and investment types

- Support the use, implementation and enhancement of analytical tools utilized by the team

- Liaise with the technology team to provide design requirements for the integration of analytics and tools into a proprietary investment research and analytics platform

Essential Skills & Experience:

- Bachelor's degree - Major/Minor in Mathematics, Engineering or Computer Science a plus

- Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications. Proficiency in Bloomberg and Morningstar preferred. Experience with programming is a plus.

- Ability to manage multiple priorities in a fast paced, fluid environment

- Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills

- Acute focus on attention to detail, accuracy and data validation

- Effective communication skills (listening, verbal, and written) and be able to present results to both expert and non-expert audiences

- Excellent interpersonal and teamwork skills

- Sound judgment and discretion; maintain a consistent and strong focus on compliance and risk management

- Strong initiative, energy and confidence completing assignments with limited supervision

- Experience is passive investments, including ETFs, and/or a research role is a plus

- CFA designation a plus

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.

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