Associate - Portfolio Analytics

5 months ago

Goregaon Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in Portfolio Analytics. You have found the right team.

**Responsibilities**:

- Develop portfolio construction/optimization models, risk & return calibration and utilize your expertise in selecting appropriate investment vehicles, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments, to construct well-balanced and diversified portfolios.
- Conduct comprehensive analysis of clients' existing portfolios, including asset allocation, performance evaluation, and risk assessment.
- UI development and UAT testing of existing tools developed from methodology and output standpoint
- Provide day-to-day support to Portfolio Managers, including data aggregation, analytics and reporting
- Implement risk management techniques to mitigate portfolio risks, including monitoring and adjusting asset allocations, setting risk limits, and employing hedging strategies when necessary.
- Propose new and redesign existing process flows, models and excel based models/tools to achieve efficiencies and controls.
- Prepare and present comprehensive investment reports to clients, summarizing portfolio performance, asset allocation, and investment strategy updates.

**_ _**Required qualifications, capabilities, and skills**:

- 3-5 years of work experience in Quantitative portfolio construction / modelling / Portfolio management / Investment strategies team as researcher or PM or equivalent data science role, preferably in an asset/wealth management organisation
- Strong background in portfolio management and construction with analytical mindset. Experience in statistical analysis and testing toolsets.
- Understanding of macro (fixed income/ rates) and systematic factors affecting a portfolio
- Under Graduate /Graduate Degree in a quantitative discipline such as mathematics, physics, statistics, engineering, etc.
- Fluent programming skills in Python required. Experience in R or Matlab good to have. Hands on UI development and integration experience
- Experience executing process automation or user tool automation projects
- Hands-on experience with econometric analysis and market risk modeling is a plus.

**Preferred qualifications, capabilities, and skills**:

- BE/B Tech from a top tier college and/or master's in finance / Financial Engineering / Econometrics / Quantitative Finance / MBA
- CFA/ FRM or MBA Finance preferred
- Experience with Portfolio construction and investment strategy consulting
- Experience with UI development and backend integration for internal tools/products

**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. 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.

**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.

  • Quantitative Portfolio Analytics

    6 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Short Description**: We are seeking a highly skilled and experienced Investment Portfolio Analytics & Construction Specialist to join our team. As an Investment Portfolio Analytics & Construction Specialist, you will play a critical role in assisting our Portfolio Intelligence Team in developing a robust and disciplined portfolio...

  • Portfolio Analytics

    5 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in **“Portfolio management ”.** You have found the right team As **“Portfolio Management Professional”** in our **“ Data, Analytics, Research & Transformation (DART) team”**, you will spend each day defining, refining and delivering set goals for our...

  • Wholesale Portfolio Analytics

    6 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company,...

  • Wholesale Credit Portfolio Analytics

    5 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** 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 Wholesale Credit Portfolio Analytics - Data Strategy - Associate you will be part of Wholesale...

  • Associate - Portfolio Analytics

    5 months ago

    Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in Portfolio Analytics**.** You have found the right team As a Portfolio Analytics professional you will spend each day defining, refining and delivering set goals for our firm We are seeking a highly skilled and experienced Investment Portfolio Construction and Consulting...

  • Associate Portfolio Analytics

    2 months ago

    Mumbai, Maharashtra, India Standard Chartered Full time

    **JOB SUMMARY** - Risk/Return: Ensuring Bank’s RoRWA & RoTE are managed above the given threshold by managing the client, deal & portfolio level RoRWA, recommending assets which can be sold/churned or de-risked (through insurance, FRP), along with Loan Syndications engaging with stakeholders/other investors/lenders for marketing these assets. By analysing...

  • Portfolio Analytics Associate

    6 months ago

    Mumbai, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using data analytics skills. You have found the right team. As the Portfolio Analytics professional in our Investment and Research Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Understand and enhance proprietary...

  • Wholesale Portfolio Analytics

    7 months ago

    Mumbai, India JPMorgan Chase & Co. Full time

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and...

  • Associate Portfolio Modeling

    5 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in **“Portfolio Analytics”.** You have found the right team As an Investment Portfolio Construction and Consulting Specialist, you will play a critical role in assisting our clients in developing and managing their investment portfolios. Your expertise will be essential...

  • Portfolio Analysis- Associate

    5 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** We are highly motivated Associate in our Mumbai office to join our Projects team within Wealth Management International Private Banking Asset Management. The primary responsibilities of this role include but are not limited to: - Provide the best client service experience by understanding our client’s needs and developing relationships...

  • Associate - Portfolio

    2 weeks ago

    Powai, Mumbai, Maharashtra, India Society for Innovation and Entrepreneurship (SINE) Full time

    **Job Description: Associate - Portfolio** **Qualifications and Desired skills**: - Any Graduate/ Postgraduate/ Masters (B. Com / M. Com/ MBA/ CA Inter) with experience in Investment or Portfolio Management preferably - 3 to 4 years of experience in startup investment or portfolio management - Excellent written and verbal communication skills - Proficiency...

  • Wholesale Portfolio Analytics

    2 weeks ago

    Goregaon East, Mumbai, Maharashtra, India JPMorganChase Full time

    **JOB DESCRIPTION** Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? As a member of the Wholesale Portfolio Analytics team, you will be actively engaged in the implementation of extensive industry research and analytics initiatives tailored specifically for the Wholesale Credit Risk...

  • Leverage Portfolio Group Associate

    5 months ago

    Mumbai, Maharashtra, India Citi Full time

    The Global Leveraged Portfolio Group Credit Team (“LPG”) within Institutional Credit Management (“ICM”) is seeking an Associate to join its Analytics team. The Associate is an intermediate level professional with the goal to deliver best-in-class credit risk analysis, monitoring and credit administration as a partner to broader ICM Underwriting and...

  • Portfolio and Performance Analysis associate

    6 months ago

    Goregaon East, Mumbai, Maharashtra, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Job Responsibilities** - Client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others - Become a key contributor to the department’s efforts of improving systems and...

  • Portfolio Analytics Specialist

    3 weeks ago

    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    About the RoleApollo Global Management, Inc. is seeking a skilled Portfolio Analytics Specialist to join our team. As a critical member of our Credit business, this individual will play a key role in supporting the senior partners and portfolio managers in their efforts to optimize portfolio performance.Key ResponsibilitiesDevelop and maintain complex...

  • Portfolio Pricing and Valuation Analytics

    2 weeks ago

    Mumbai, Maharashtra, India Millennium Management Full time

    Portfolio Pricing and Valuation Analytics **Who We Are** Millennium Management is a global investment management firm founded in 1989 that manages approximately $69 billion in assets. Millennium has more than 2,300 employees with offices in the United States, Europe and Asia. Over the last 25+ years, our mission has remained constant: to deliver the...

  • Portfolio Analytics Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Apollo Global Management, Inc. Full time

    About the PositionApollo Global Management, Inc. is seeking a highly skilled Portfolio Analytics Specialist to join our Credit team. In this role, you will play a key part in the development and implementation of our credit portfolio management strategies.Key ResponsibilitiesDevelop and maintain comprehensive portfolio models for individual commingled funds...

  • Leverage Portfolio Group Associate C12

    6 months ago

    Mumbai, India Citi Full time

    **Leveraged Portfolio **Group Analytics**: - **Associate** The Global Leveraged Portfolio Group Credit Team (“LPG”) within Institutional Credit Management (“ICM”) is seeking an Associate to join its Analytics team. The Associate is an intermediate level professional with the goal to deliver best-in-class credit risk analysis, monitoring and credit...

  • Associate - Nuveen Portfolio Compliance

    5 months ago

    Pune, Maharashtra, India TIAA Full time

    Associate - Investment Compliance The objective for the Portfolio Compliance Team is to reduce the risk associated with Portfolio Managers/traders investing of portfolios. Key Responsibilities and Duties - This role focuses on working very closely with Portfolio Managers and traders to identify, investigate, and report compliance risks. - This role may...

  • Leverage Portfolio Group Associate C12

    6 months ago

    Mumbai, India Citi Full time

    The Global Leveraged Portfolio Group Credit Team (“LPG”) within Institutional Credit Management (“ICM”) is seeking an Associate to join its Analytics team. The Associate is an intermediate level professional with the goal to deliver best-in-class credit risk analysis, monitoring and credit administration as a partner to broader ICM Underwriting and...