AWM_WM_Portfolio Analysis Group_Team Leader

Job Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions.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.The Chief Operating Office for Asset & Wealth Management is a centralized organization focusing on three key areas of growth inclusive of Fintech Strategic Initiatives, Product Operating Models, and Data Science and Analytics. The Portfolio Analysis Group ( PAG ) is part of the Data Science and Analytics group within the COO function. The Portfolio Analysis Group is responsible for performance measurement & attribution and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, ex post risks, competitive analysis and performance composite construction, analysis & reporting. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies. Description of role:PAG seeks a highly motivated Team Leader in our Bengaluru/Mumbai office to join our performance team within Wealth Management. The primary responsibilities of this role include but are not limited to:
• 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
Qualifications:
• 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
• Ability to work towards tight deadlines in a high-pressure environment
• Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
• Passion for the investments business and financial markets
• Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Experienced performance measurement professional with 4+ years of relevant experience including project experience and knowledge of GIPS
• Understanding of the various businesses/products within the Asset management & Wealth management space
• Bachelor s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred
• CIPM/CFA or progress toward designation a plus
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Keyskills :
salescustomer relationsslaqualitycoachinghigh yieldfront officedata sciencedata qualitymusic makingmiddle officequality controlcomputer scienceasset management