Investment Analytics and Reporting-associate

4 weeks ago


Mumbai, India JPMorgan Chase Bank, N.A. Full time

You are a strategic thinker passionate about driving solutions using Analytics skills. You have found the right team.

As the Investment Reporting Associate in our Investment Solutions Data, Analytics & Modeling Team you will spend each day defining, refining and delivering set goals for our firm

Job Responsibilities:

- Assist with Tracking, Reporting and Analysis of Performance & Attribution data for Strategy Portfolios
- Provide day-to-day support to Portfolio Managers, including data aggregation, reporting, and trading support across a broad range of investment products. Propose new and redesign existing process flows, models and user tools to achieve efficiencies and controls
- Share strategic enhancements of existing tools and identify opportunities to leverage data, analytics, and models across investment teams
- Improve platform dataflow by identifying golden source of data and streamline investment vehicle performance and attribution reporting process
- Provide Performance and Attribution commentaries and summaries during engagements with Portfolio Managers and during Strategy meetings
- Assist with development of proprietary models and analytical tools for portfolio construction, performance attribution and risk management
- Liaising between business and technology to enhance investment analytics platform, i.e. implementing proper user entitlement and maintaining analytical toolkit inventory

Required qualifications, capabilities, and skills:

- 3-5 years of work experience in a Performance & Attribution Analytics, Risk Analytics or Data Analytics role with focus on Financial Markets - investment and/or asset and wealth management experience preferred.
- Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office programs including Excel, PowerPoint and Word.
- Broad capital markets experience across asset classes and liquidity types.
- Experience executing process automation projects or user tool automations and ability to parse complex tasks and juggle priorities in a highly dynamic professional environment.Basic programming skills. Preferably at least a few of the following - Python, Matlab, Visual Basic, SQL and C#.

Preferred qualifications, capabilities, and skills:

- Experience navigating and interpreting investment documentation and understanding of fund strategies / structures.
- CFA, FRM, CIPM or MBA preferred
- Excellent written and verbal communication skills, with the ability to liaise with internal and external partners.

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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