Asset Management

Job Description

This role is pivotal in conducting rate of return calculations, return attribution, and risk analytics, aiding clients in understanding portfolio returns and evaluating our product strategies. The ideal candidate will have a strong grasp of performance metrics, be organized, and collaborate effectively across teams, offering insights to leadership. JPMorgan Asset & Wealth Management delivers premier investment solutions across all asset classes, with the Portfolio Analysis Group specializing in performance measurement and analytics for valuable client insights.

As a Team Lead in the Portfolio Analysis Group within Asset Management, you will play a crucial role in providing performance measurement and attribution analysis. You will collaborate with various teams to enhance systems and technology, ensuring high-quality client service and accurate performance reporting. This position offers the opportunity to promote improvements and contribute to the development of industry-leading performance and attribution systems..

Job Responsibilities

- 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

Required qualifications, capabilities and skills

- Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex datasets
- Passion for the investments businessand financial markets
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Thorough understanding of ex-post risk concepts and methodologies

Preferred qualifications, capabilities and skills

- CIPM/CFA or progress toward designation a plus
- Experienced performance measurement professional with 5+years of relevant experience including project experience and knowledge of GIPS
- Understanding of the various businesses/products within the Asset management & Wealth management space
- Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

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