Portfolio & Performance Analysis - Team Leader

JPMorgan Chase

  • Bangalore, Karnataka
  • Permanent
  • Full-time
  • 29 days ago
The role demand underlying traits but 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. The successful candidate will need a broad understanding of performance, be highly organized and intellectually curious, and partner well across multiple teams and all seniority levels. The role will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to drive performance insights. Job Responsibilities PAG seeks a highly motivated Associate in our Bangalore, India office to join our Equity team within Asset 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 Required Qualifications, capabilities and skills: Experienced performance measurement professional with 3+years of relevant experience including project experience and knowledge of GIPS Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution CIPM/CFA or progress toward designation a plus Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex datasets 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 Passion for the investments businessand financial markets

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