The Portfolio Analysis Group covers both Asset Management and Wealth Management performance and portfolio analysis reporting. The Performance team in Taiwan forms part of the global Portfolio Analysis Group, which consists of multiple global teams responsible for producing performance and portfolio analytics for both products and clients including but not limited to rates of return, attribution analysis, risk analytics and reporting. In addition, the Group is responsible for maintaining and reporting manager composite performance.
As a Portfolio Analysis Group - Analyst in the team, you will focus on ensuring the accurate and timely delivery of investment performance and analytical reporting for client portfolios and products managed and distributed in Taiwan and Hong Kong.
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Job Responsibilities
- Generate performance and risk statistics for pooled funds and segregated funds
- Produce performance and portfolio analytics for use in fund factsheets and client reports
- Produce peer fund comparison analysis based on Refinitiv Lipper IM
- Produce performance attribution analysis and active risk analysis
- Produce composite performance reporting according to Global Performance Investment Standards
- Attend to ad hoc requests from portfolio managers, investment specialists, sales & marketing on portfolio performance and related analytics
- Collaborate with the other local and global teams in various projects and initiatives
Required qualifications, capabilities, and skills
- At least 1 year of relevant experience in a performance analysis, risk analysis, fund accounting or other operations role in finance industry
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
- Strong analytical and quantitative skills, comfortable with formulas, performance methodologies and risk analytics
- Must be a team player
- Ability to interact and communicate effectively
- Highly organized and proactive
- Audit and controls focused
- Local license - Financial Market Knowledge and Professional Ethics (金融市場常識與職業道德) required, Senior Securities Specialist (證券商高級業務員) or Securities Investment Trust and Consulting Professionals (投信投顧業務員) required
- Language skills - English required
Preferred qualifications, capabilities, and skills
- Strong knowledge in Excel required, knowledge in Automation tool (Alteryx, Python etc.) is an advantage
- CIPM or CFA is an advantage
- Ability to work in high pressure environment with tight deadlines
- Ability to multi-task and with strong attention to details
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.