If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then J.P. Morgan Asset & Wealth Management's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity for you. As a member of J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio & Performance Analysis in Wealth Management run analysis and activities which include, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our Wealth Management products and strategies and there will be high exposure to relationships relevant to First Republic Bank and legacy systems which will integrate into our Strategic Performance tools. You will also directly support the front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis.
Job responsibilities
Own responsibilities for our Wealth Management (WM) Account and continuation of servicing clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
Liaise with key business partners to ensure appropriate account/strategy performance and technology development and collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for our WM line of business
Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG's service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering
Required qualifications, capabilities, and skills
1+ years' of experience in project and performance measurement
Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
Solid analytical ability to research and analyze complex data sets
Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
Interact and communicate effectively - written and verbal - throughout all organizational levels and roles
Preferred qualifications, capabilities, and skills
Knowledge of Global Investment Performance Standards (GIPS) and composite practices
Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress toward designation
Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Brooklyn,NY $60,405.80 - $92,000.00
