Verified Job
Accounting - Finance
Portfolio AnalysisAssociate
Accounting - Finance
#356099
Remote / WFH
Job Description
Job Responsibilities:
Support US AM PAG Team and related portfolio managers, investment specialists, sales and marketing and client reporting teams as it relates to all aspects of performance measurement, analysis, reporting and composite maintenance and management.
Assist with team's metrics generation and remediation as it relates to tax aware business.
Complete composite maintenance processes, internal controls development, perform GIPS annual verifications, assist with marketing material generation and participate in all aspects of composite creation and usage.
Work on team initiatives to create solutions for our complex client demands and challenges, and to continuously improve the infrastructure and control environment.
Assist in development tools, processes and controls that provide risk and return analysis to portfolio managers and investment specialists as well as determining sources of alpha and identifying the factors responsible for these results.
Operate with an ownership mindset across production and project deliverables within the overall tax aware investment program to incorporate user needs and evolving business requirements.
Required Qualifications, Skills and Capabilities:
5+ years experience in performance measurement field, composite management and attribution skills are a plus.
Thorough understanding of investment performance measurement, composite maintenance and ex-post risk concepts and methodologies.
Experience in partnering with a diverse team composed of staff and analysts located in multiple locations and time zones with disciplined approach to meeting objectives.
Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues.
Solid organizational skills, including the ability to coordinate, prioritize, and manage multiple activities.
Ability to produce and interpret results for internal and external clients. Ability to foresee and navigate team and business through upcoming issues.
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Support US AM PAG Team and related portfolio managers, investment specialists, sales and marketing and client reporting teams as it relates to all aspects of performance measurement, analysis, reporting and composite maintenance and management.
Assist with team's metrics generation and remediation as it relates to tax aware business.
Complete composite maintenance processes, internal controls development, perform GIPS annual verifications, assist with marketing material generation and participate in all aspects of composite creation and usage.
Work on team initiatives to create solutions for our complex client demands and challenges, and to continuously improve the infrastructure and control environment.
Assist in development tools, processes and controls that provide risk and return analysis to portfolio managers and investment specialists as well as determining sources of alpha and identifying the factors responsible for these results.
Operate with an ownership mindset across production and project deliverables within the overall tax aware investment program to incorporate user needs and evolving business requirements.
Required Qualifications, Skills and Capabilities:
5+ years experience in performance measurement field, composite management and attribution skills are a plus.
Thorough understanding of investment performance measurement, composite maintenance and ex-post risk concepts and methodologies.
Experience in partnering with a diverse team composed of staff and analysts located in multiple locations and time zones with disciplined approach to meeting objectives.
Strong analysis and problem solving skills required. Ability to facilitate and execute the analysis of data and technical issues.
Solid organizational skills, including the ability to coordinate, prioritize, and manage multiple activities.
Ability to produce and interpret results for internal and external clients. Ability to foresee and navigate team and business through upcoming issues.
JPMorgan Chase & Co., 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
