AWM_AM_PAG_Team Leader

Job Description

Portfolio Analysis Group J.P. Morgan Asset Management s Portfolio Analysis Group ( PAG ) is responsible for performance measurement 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, risk analytics, competitive analysis and performance composite construction. 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.
• Global Asset Management which is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide with a clear focus on managing client assets and delivering strong risk-adjusted returns. With over 400 different strategies, Global Investment Management spans the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity.
• Global Wealth Management, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities.
Description of role PAG Asset Management seeks a highly driven individual at Team leader in our Mumbai office to support Fund Performance and Regulatory Reporting within Global Asset Management. The primary responsibilities of this role include but are not limited to:
• Calculate performance returns for performance reporting across the Fund accounting product range, ensuring accuracy and timely delivery.
• Regulatory Reporting related to UCITS SRRI & PRIIPS (Packaged Retail Investment and Insurance Products)
• Analyze performance and regulatory reporting, effectively communicate results to senior management, client portfolio managers and portfolio managers.
• Be a driver of the development and implementation of the performance systems with best industry practices
• Lead projects to create solutions to our complex client demands
• Provide the best client service experience by understanding our client s needs and developing relationships across the organization, specifically Investment Specialists, Portfolio Managers, Middle Office, Client Reporting and others.
• Maintain high standards of quality control checks and procedures; develop and review controls in light of key business projects and business changes; be a driver of improvements
• Work effectively with teams and colleagues in different levels of the organization and across different geographical locations, including training and mentorship.
Qualifications
• 5 years + experience in Performance measurement
• Strong understanding of Equity products, including securities, structured products and derivatives
• Knowledge of Asset Management products and clients, as well as a significant understanding of portfolio accounting principles, and performance and attribution methodologies
• Excellent analytical skills, problem solving, and critical thinking, along with an ability to identify problems, design and articulate solutions, and implement change
• Experience with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
• The candidate will have established quantitative skills with strong cognitive and problem-solving capabilities
• Effective communicator, being comfortable discussing results with a variety of business stakeholders
• Strong relationship management skills to build sustainable and productive alliances across matrix organizations
• Motivated self-starter with the ability to work independently. Strong initiative, energy and confidence
• Teamwork: Drives others to achieve goals, performs team-assigned work on time and effectively, assist colleagues to improve productivity
• Strong MS Excel skills
• Bachelor s degree required
• CFA, or CIPM would be beneficial
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Keyskills :
salescustomer relationsslaqualitycoachingroot cause analysisglobal investment managementroot causehedge fundsfront officefixed incomemoney marketmiddle office