JP Morgan Chase - Analyst/Portfolio Manager - Data/Analytics & Modelling - Wealth Management Solutions

Key Responsibilities:

- Curate research reports on Sectors/Industries/Countries/Themes, share commentary and participate in investment research meetings to facilitate portfolio management activities

- Assess investment implementation options including passive investments (ETFs, investment trusts) and active mutual funds

- Assist with the development and maintenance of data, existing models, and excel based tools across asset classes

- Provide day-to-day support to Portfolio Managers, including data aggregation, reporting, and trading support across a broad range of investment products

- Drive strategic enhancements of existing tools and identify opportunities to leverage data, analytics, and models across investment teams

- Conducting quantitative & fundamental research

- Support with the development of proprietary models and analytical tools for portfolio construction, performance attribution and risk management

- Contribute to the launch of new investment strategies including ESG focused strategies

Essential Skills & Experience:

- 3-5 Years of experience supporting portfolio management activities in asset/wealth management

- Portfolio management experience at a mutual fund or a fund of fund investment management organization would be preferred

- Experience of analyzing Sectors/Industries/Countries/Themes and presenting an investment thesis to the CIO and Portfolio management teams

- Experience of working on Investment proposal development, Investor meeting decks and fund marketing materials

- MBA with CFA certification preferred

- Broad capital markets experience across asset classes and liquidity types

- Experienced in using Bloomberg/Factset/Morningstar to curate investment research reports and dashboards would be preferred

- Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office programs including Excel, PowerPoint and Word

- Experience in creating market dashboards, factsheets and investment prospectuses.

- Basic programming skills desirable. Preferably Python, VBA & SQL working on live projects

- Experience navigating and interpreting investment documentation and understanding of fund strategies / structures

- Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment

- Excellent written and verbal communication skills, with the ability to liaise with senior internal and external stakeholders

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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