Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio & Performance Analysis team to partner with the Business.
As an Associate, you 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. 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.
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Job responsibilities:
- Support performance measurement and attribution processes for the Global Solutions and Alternatives Asset Class, including real estate, and other alternative investments.
- Support business as usual (BAU) activities for monthly client & fund performance reporting, particularly for Alternative Real Estate Funds, ensuring timely and accurate delivery of performance metrics.
- Utilize industry-standard performance calculation methodologies and tools to ensure accuracy and consistency in performance reporting.
- Maintain and enhance performance measurement databases and systems to support evolving business needs and reporting requirements.
- Assist the Alternatives lead to Collaborate with the PAG Alternatives lead to identify opportunities for expanding the PAG offering into various alternative verticals. Engage with clients to understand their specific problem statements and challenges within the alternative investment space.
- Act as a subject matter expert on solutions advisory and alternative investments, providing guidance and support to both internal stakeholders and client reporting teams
- Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external).
- Respond promptly to ad-hoc performance-related inquiries from stakeholders.
- Support the team with metrics, reporting, and critical business as usual (BAU) activities during month-end periods, ensuring smooth operations and timely delivery of performance metrics
- Identify opportunities to enhance performance analysis processes, workflows, and controls to increase efficiency, scalability, and accuracy
- Drive initiatives to leverage technology, automation, and analytics tools to streamline performance reporting and analysis activities.
Required qualifications, capabilities and skills:
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets
- Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
- Passion for the investments business and financial markets
- Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- 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
- Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus
ABOUT US
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, 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.