Awm am pag fixed Income associate

1 month ago


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

**Organization Description - JPMorgan Asset & Wealth Management**
- J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.

**Group Description - Portfolio Analysis Group**

The Chief Operating Office for Asset & Wealth Management is a centralized organization focusing on three key areas of growth inclusive of Fintech Strategic Initiatives, Product Operating Models, and Data Science and Analytics. The
**Portfolio Analysis Group ("PAG") **is part of the Data Science and Analytics group within the COO function. The
**Portfolio Analysis Group **is responsible for
**performance measurement & attribution and portfolio analytics** for external clients and
**serves as a value-added source of insight, independent analysis and thought leadership **for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, ex post risks, competitive analysis and performance composite construction, analysis & reporting.
**This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.**

**Responsibilities**

PAG seeks a highly motivated Associate in our
**Bangalore, India** office to join our
**Fixed Income** team within 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 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 technology, by actively participating in projects, requirement gathering and testing of software and system tools
- Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements
- Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
- Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
- Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
- Be a driver of the development and implementation of the performance and attribution systems with best industry practices
- Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
- Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
- Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists

**Qualifications**
- Comfortable in a team environment while also able to deliver on independent assignments
- Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets
- Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality
- Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
- Ability to work towards tight deadlines in a high-pressure environment
- Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
- Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution preferred
- CIPM/CFA or progress toward designation a plus
- Passion for the investments business and financial markets
- Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
- Understanding of the



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