Job opening for Performance Analytics at JPMorganChase
About the job
Job Description
Introductory market language
Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers
Job Summary
As a Performance Analyst within the Performance and Risk Analytics Team, you will play a crucial role in providing an overview and analysis of portfolio performance to our institutional clients. This includes investment managers and superannuation funds, achieved through various analytical tools and reports. Your role will involve performance measurement, attribution and contribution analysis, risk analysis, and other value-added services such as portfolio optimization and manager analysis. You will be part of a team that forms part of Investment Information Services within the Investor Services arm of J.P. Morgan.
Job Responsibilities
- Timely and accurate delivery of performance reports, including attribution, contribution, risk, and other analysis, to clients
- Co-ordinate with offshore locations to ensure timely and accurate preparation of reports
- Understanding the performance methodology used in the Performance system – relevant performance experience will be an advantage
- Review and update client procedures, to ensure the month-end process is efficient and executed with appropriate control
- Maintaining client relationship through query management and regular client interaction
- Participate in ad-hoc projects as required
- Participate in standardized and centralized functions as required
- Collaborate effectively with team members and other departments
Required Qualifications, Capabilities And Skills
- Ensure the accurate and timely completion of clients’ daily and monthly activities, while establishing policies, procedures, and guidelines that comply with internal and external controls to continuously enhance the control environment.
- Develop and implement efficient, standardized workflows within the team and manage various hand-off points, while effectively leading, motivating, developing, and supporting staff through training and management.
- Identify and implement training needs and solutions to maintain team skill sets and mobility, and manage client relationships (including JPM partner locations) through proactive service delivery and addressing client requirements.
- Promote a “How We Do Business” culture that empowers individuals to make decisions impacting their work and environment, and review files according to internal control checklists for relevant portfolio items.
- Ensure documentation is completed and signed off as required, while demonstrating technical knowledge of various investment instruments and markets, and their impact on portfolio valuation.
- Show interest and ability in understanding clients’ account structures, including portfolio types, deliverables, and specific requirements, while taking on stretch roles and projects as needed, working independently, and maintaining a strategic approach.
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Job Features
Job Category | Perfomance Analytics |
