Portfolio and Performance Analysis - Team
- Kpr sugar apperals
- 5 to 9 Yrs
- Other Maharashtra
- 11 months ago
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Job Description
- This role requires a comprehensive understanding of performance analytics, including return calculations, risk analysis, and competitive analysis. The successful candidate will be instrumental in helping clients understand their portfolio returns and assessing our product effectiveness. They will also act as a trusted advisor to the leadership team, generating performance insights. The role is part of JPMorgan Asset & Wealth Management, a leading provider of investment management solutions. The Portfolio Analysis Group, under the Chief Operating Office, is responsible for performance measurement and portfolio analytics, providing valuable insights and analysis to both external clients and internal stakeholders. As a Portfolio and Performance Analysis - Team Leader within the Portfolio Analysis Group, you will be instrumental in providing performance measurement & attribution and portfolio analytics for external clients. You will also serve 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. Your role will involve a broad spectrum of activities including rate of return calculations, return attribution, ex post risks, competitive analysis, and performance composite construction, analysis & reporting. This role provides an opportunity to work closely with various teams across the organization and contribute to the departments efforts of improving systems and technology. PAG seeks a highly motivated Team Leader in our Mumbai, India office to join our Fixed Income team within Asset Management Job Responsibilities Provide the best client service experience by understanding our clients 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 departments 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 Comfortable in a team environment while also able to deliver on independent assignments Work effectively with teams and colleagues in different levels of the organization and across different geographical locations Knowledge of portfolio accounting principles, and performance and attribution methodologies Solid analytical ability to research and analyze complex data sets 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 Bachelors degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS Understanding of the various businesses/products within the Asset management & Wealth management space Thorough understanding of ex-post risk concepts and methodologies Preferred qualifications, capabilities and skills: CIPM/CFA or progress toward designation a plus Passion for the investments business and financial markets Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Portfolio and Performance Analysis - TeamContact Details:
Company: Alumni Career SiteLocation(s): Other Maharashtra+ View Contact
Keyskills: risk analysis competitive analysis performance measurement data quality GIPS systems technology risk
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