Trade Support

1 week ago


Mumbai, Maharashtra, India JPMorgan Chase Bank, N.A. Full time
You are a strategic thinker passionate about driving solutions using data analytics and reporting skills. You have found the right team.

As the Portfolio Manager in our Portfolio Management Team, you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities

  • Deliver critical and time sensitive processes with high level of accuracy within agreed timelines and prepare reports to monitor drifts in the investment portfolios, monitor Cash/security activity in the accounts and identify Performance Outliers
  • Identify accounts to be traded by the Portfolio Managers and analyze and report risk of the portfolio using key metrics including Standard Deviation, Beta, R-Square, Risk Utilization, Tracking Error etc. in close partnership with the Portfolio Managers
  • Prepare Key Performance Indicator (KPI) packs which require monitoring the Strategic Asset Allocations, Cash & Overdraft levels, Trading Volume etc. The individual is also required to Identify / analyze drivers of change in these metrics and communicate the findings to senior stakeholders
  • Understand the requirements of onshore partners and assist the team in creating new and/or maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process
  • Have a controls mindset, be able to identify control gaps in the processes and implement innovative methods of making the processes stronger
  • Use technology like Alteryx, Python, Tableau to automate existing processes and create efficiencies

Required Qualifications:

  • Post Graduation in Finance with 5+ years of work experience in the financial services industry preferably in Data Analytics and/or Reporting. Exposure to portfolio monitoring/risk or related function would be a plus
  • Experience with scripting languages and/or data analysis tools like Python
  • Pursuing CFA would be an added advantage
  • Comfortable dealing with large volumes of data. Strong quantitative and analytical skills including data analysis and ability to understand data and data flows

Preferred Qualification:

  • Good understanding of global markets and investments products
  • Proven ability to automate and improve processes using technology. Hands on experience working on QlikView, Alteryx, Tableau, Python would be an advantage
  • Attention to detail, excellent written and verbal communication


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.

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.


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