The Wealth Management Portfolio Analysis Group (PAG) within J.P. Morgan Asset & Wealth Management is responsible for performance measurement and portfolio analytics for Private Bank clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors and senior management. Analysis includes but not limited to investment performance calculation, return attribution, risk analytics, comparative analysis, investment reporting and composite construction.
As a Portfolio & Performance Analysis Specialist within our dynamic team, you will be a key member of the WM PAG Asia team supporting front office stakeholders to provide great client experience in portfolio analytics. You will work as part of a global team, overseeing a broad spectrum of performance measurement, analytics and reporting solutions; collaborating across regions to drive innovation, process enhancement and efficiency; and participating in firm-wide strategic initiatives for a complex and fast growing business line.
Job responsibilities:
- Provide the best client service experience by understanding client needs and by developing relationships across the organization, specifically front office advisors, portfolio specialists and operation teams
- Interpret performance results and produce analysis including attribution, dispersion, etc. for client portfolios, determining sources of alpha and identifying the contributors responsible for these results
- Provide regular trainings and advise Front Office teams on performance methodologies, reporting and insights available to our clients
- Monitor data quality through validation controls and outlier investigation, working closely with operations, project and technology partners for timely resolution of identified data quality issues
- Lead ongoing initiatives of the team with relevance to operational efficiencies, enhanced controls, process improvements, adherence to industry standards and performance insight
- Contribute to strategic initiatives designed to implement best-in-class solutions for stakeholders
Required qualifications, capabilities and skills:
- Bachelor degree in Finance, Mathematics or related disciplines
- Minimum of 4 years experience in Performance Analytics, Risk Analysis, Operations, or a similar role within the Asset Management and/or Private Banking industry
- Effective communicator, with the ability to lead discussions and present business results to a variety of business stakeholders
- Strong relationship management skills to build sustainable and productive alliances across matrix organizations
- Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
- Ability to adapt to changing business priorities, self-driven and delivery focused with the ability to work autonomously
Preferred qualifications, capabilities and skills:
- Proficiency in automation tools such as Alteryx, Tableau desirable
- Established analytical and quantitative skills with strong cognitive and problem solving capabilities, knowledge of performance calculation methodologies, attribution and risk analytics is highly advantageous
- Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM) or progress toward designation a plus
- Knowledge of securities operations, trade processing and fund accounting a plus
- Fluency in Cantonese/Mandarin is preferred
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.
