Portfolio & performance Analysis - Associate

5 days ago


Bengaluru, India JP Morgan 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 the Portfolio Analysis team to partner with the Business. As a Portfolio & Performance Analysis - Associate within the AM PAG team, you will help manage the global GIPS composite process from a day-to-day perspective. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will ensure the team runs as a Centre of Excellence, drawing synergies and a globally consistent approach to bring efficiency. Job responsibilities: - Running Composite COE with high operational standards - Keeping abreast with changes in GIPS standards and application thereof - Timely and accurate publication of GIPS presentations - Help manage external verification of composites. - Providing various ad hoc data research and analysis as needed by clients. - Assisting in developing strategic solutions and defining PAG business requirements - Participating in UAT and Production testing as needed - Keeping a risk and control mindset - Getting involved with regulatory or controls deliverables and supporting other ad hoc projects as needed. - Identifying the project scope and key milestones, researching background, assessing risks, and designing test procedures Required qualifications, capabilities, and skills: - Minimum 8 years of work experience - Acquainted with portfolio performance, investments and/or products, and project management skills. - Strong analytical skills and ability to document and communicate complex, at times quantitative, business requirements and business analysis to our technology counterparts. - Ability to work well on a global integrated team. - Proficiency with Excel, PowerPoint Preferred qualifications, capabilities, and skills: - Preferably CFA, CIPM.



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