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Analyst - Portfolio Manager - Wealth Management Solutions

3.00 to 5.00 Years   Mumbai City   18 May, 2021
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaStatistics / Analytics
EmploymentTypeFull-time

Job Description

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
,

Keyskills :
microsoft officemutual fundsdata aggregationinvestment researchcapital marketssalesfinancial modellingcustomer relationsportfolio managersmarketing

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