Investment Analytics and Reporting-associate

3 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.


  • Investment Associate

    2 weeks ago


    Mumbai, Maharashtra, India Decimal Point Analytics Full time

    **Job Title/Designation**: Investment Associate **Experience**: 2-3 years of work experience at DP (Depository Participant) or in an accounting function **Location**:Mumbai,Nashik, Gandhinagar **Key Responsibilities**: - Responsible for ensuring the accuracy of investment related information on the investment system, includes ensuring trade capture,...


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

    You will support Legal & Regulatory Control Operations reporting needs and the centralized Regulatory Operations MIS Organization. This includes but is not limited to building and maintaining reporting inventory, documentation, testing, maintenance of centralized work requests, intake book of work and process oversight. The position also has responsibility...

  • Investment Risk

    2 months ago


    Mumbai, India JPMorgan Chase & Co. Full time

    As an Investment Risk & Analytics - Senior Associate within the Wealth Management (WM) Investment Risk & Analytics (IR&A) team, you will be responsible for the risk oversight of the Managed Strategies across the WM’s Private Bank and Consumer Bank businesses. You will partner with senior members of our team to oversee business activities related to...

  • Investment Risk

    2 months ago


    mumbai, India JPMorgan Chase & Co. Full time

    As an Investment Risk & Analytics - Senior Associate within the Wealth Management (WM) Investment Risk & Analytics (IR&A) team, you will be responsible for the risk oversight of the Managed Strategies across the WM’s Private Bank and Consumer Bank businesses. You will partner with senior members of our team to oversee business activities related to...

  • Investment Banking

    2 weeks ago


    Mumbai, India GOG Analytics IT Solutions INC Full time

    Below is our company profile and Job Description. Pranjal Corporate Services Private Limited - Analyst/Associate/Sr. Associate - Debt Syndication/ Investment Banking (2-5 years) Pranjal Corporate Services Private Limited creates value for mid-cap to large-cap corporate clients in the field of Investment Banking and Corporate Finance. Pranjal offers a...


  • Mumbai, Maharashtra, India Ares Management Corporation Full time

    Description Role Summary: Ares is seeking an Associate to join the Mumbai Investment Operations (Treasury) team. This role reports to the Associate Vice President of Investment Operations. It's a great chance to be part of a new group within the Operations team and assist in the growth and support of various lines of business. The chosen candidate will...


  • Mumbai, India Skillventory Full time

    **Counterparty Risk Analytics -Associate - Investment Bank**: - From 3 to 5 year(s) of experience - ₹ Not Disclosed by Recruiter - Mumbaior **Roles and Responsibilities** **Qualifications**: Skills Required1. 3 to 8 years of work experience in quantitative modelling and Risk Management - 2. Analytical skills and ability to work with diverse cultures in...

  • Investment Risk

    2 months ago


    Mumbai, India JPMorgan Chase & Co. Full time

    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 our team to partner with the Business to provide a comprehensive view.  As an Investment Risk & Analytics - Sr. Associate within the Wealth Management (WM) Investment Risk & Analytics (IR&A)...

  • Investment Risk

    2 months ago


    mumbai, India JPMorgan Chase & Co. Full time

    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 our team to partner with the Business to provide a comprehensive view.  As an Investment Risk & Analytics - Sr. Associate within the Wealth Management (WM) Investment Risk & Analytics (IR&A)...


  • Mumbai, India Novo Holdings Full time

    Associate/Senior Associate, Investments, Novo Holdings Asia (Based in India)Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our new...


  • mumbai, India Novo Holdings Full time

    Associate/Senior Associate, Investments, Novo Holdings Asia (Based in India) Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our...


  • Mumbai, India Novo Holdings Full time

    Associate/Senior Associate, Investments, Novo Holdings Asia (Based in India)Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our new...


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

    You are a strategic thinker passionate about driving solutions using Data science. You have found the right team. As the Quantitative Investment Professional in our Data, Analytics and Modeling Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Work closely with our strategic partners including...


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

    You are a strategic thinker passionate about driving solutions using Data science. You have found the right team.As the Quantitative Investment Professional in our Data, Analytics and Modeling Team, you will spend each day defining, refining and delivering set goals for our firmResponsibilities: Work closely with our strategic partners including Portfolio...


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

    You are a strategic thinker passionate about driving solutions using Data science. You have found the right team.As the Quantitative Investment Professional in our Data, Analytics and Modeling Team, you will spend each day defining, refining and delivering set goals for our firmJob responsibilities Work closely with our strategic partners including Portfolio...


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

    **Position Overview & Responsibilities** In addition to day-to-day operations for delivering data and reporting solutions to internal customers according to established Standard Licensing Agreements and project deadlines, the incumbent will focus on reporting strategy including continuous improvement and process efficiencies, automation and controls,...


  • Mumbai, India Indusion Consulting Services Pvt Ltd Full time

    Title: Associate, Investments TeamLocation: MumbaiOur client, well renowned Venture Capital team in MumbaiWe are seeking a highly motivated Associate to join the Investments Team. As an integral part of the team, you will play a key role in evaluating investment opportunities, conducting due diligence, and supporting portfolio companies. Key...


  • Mumbai, India Ares Management Corporation Full time

    Description Role Summary: Ares is looking for an Associate to join the Mumbai Investment Operations (Treasury) team.This role reports to the Associate Vice President of Investment Operations. This is an exciting opportunity to join a new group within the Operations team and help grow and support various lines of business. The candidate will be...


  • Mumbai, India Ares Management Corporation Full time

    Description Role Summary: Ares is looking for an Associate to join the Mumbai Investment Operations (Treasury) team.This role reports to the Associate Vice President of Investment Operations. This is an exciting opportunity to join a new group within the Operations team and help grow and support various lines of business. The candidate will be...


  • mumbai, India Ares Management Corporation Full time

    Description Role Summary: Ares is looking for an Associate to join the Mumbai Investment Operations (Treasury) team.This role reports to the Associate Vice President of Investment Operations. This is an exciting opportunity to join a new group within the Operations team and help grow and support various lines of business. The candidate will be...