Portfolio and Performance Analysis associate
2 weeks ago
**JOB DESCRIPTION** Job Responsibilities**:
- Supporting strategic initiatives including but not limited to: integrations with systems of records and implementation of core performance analytics and enhancements (e.g. daily performance calculations, attribution, supporting performance views on Advisor Platforms)
- Working with senior project managers to identify and document project scope, gathering business requirements, assessing dependencies and risks, setting and tracking milestones
- Helping prioritize work in an agile team with user story grooming, sprint planning, and all release management activities
- Developing and documenting test scripts and testing evidence, maintaining JIRA boards and dashboard for reporting to senior management
- Assisting with logging and tracking defects and improvements identified during testing
- Support change management and control activities
- Maintaining project scorecards/key metrics for senior management
- Providing various ad hoc data research and analysis as needed
**Required Qualifications, Skills and Capabilities**:
- Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
- Experience with portfolio performance, investments and/or products, and project management skills preferred
- 7-10 years work experience preferred
- Strong analytical skill to be able to assess and clearly articulate complex ideas and possess creativity
- Action oriented with a focus on results and an innovative mindset
- Highly motivated, proactive and self-starter
- Ability to work well on a global integrated team
- Ability to effectively communicate with all levels of personnel
- Proficiency with Excel, PowerPoint, Jira board preferred
**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.
-
Portfolio Analysis Group
1 week ago
Bengaluru, India JP Morgan Chase & Co. Full timeJob 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 Group team to partner with the Business. As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the...
-
Bengaluru, Karnataka, India JP Morgan Chase 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 the Portfolio Analysis Group team to partner with the Business. As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the leadership...
-
Portfolio & Performance Analysis - Associate
19 hours ago
Bengaluru, Karnataka, 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 the Performance Analytics team to partner with the Business The role demand underlying traits but not limited to, **rate of return calculations, return attribution, risk...
-
Portfolio Analysis Group
4 weeks ago
Bengaluru, Karnataka, India JP Morgan Chase & Co. Full timeJob DescriptionAre 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 Group team to partner with the Business.As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the...
-
Investment Performance Analysis
5 days ago
Bengaluru, India State Street Full timeKey Responsibilities & Experience Range - Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.) - Validate completeness and accuracy of data in department’s performance, risk, and analytics tools. - The analyst must have strong communication skills...
-
Investment Performance Analysis
5 days ago
Bengaluru, India State Street Full timeKey Responsibilities & Experience Range - Performance analysis and Attribution (i.e. absolute and relative portfolio performance to factors including security selection, asset allocation, currency, etc.) - Validate completeness and accuracy of data in department’s performance, risk, and analytics tools. - The analyst must have strong communication skills...
-
Portfolio Analysis Group
7 days ago
Bengaluru, India JPMorganChase Full timeJOB 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 Group team to partner with the Business. As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the...
-
Investment Performance Analysis
4 weeks ago
Bengaluru, Karnataka, India State Street Full timeState Street Corporation NYSE STT is one of the world s leading providers of financial services to institutional investors including investment servicing investment management and investment research and trading With 33 99 trillion in assets under custody and administration and 2 81 trillion in assets under management as of September 30 2018 State...
-
Portfolio Performance Analyst Associate
2 weeks ago
Bengaluru, Karnataka, India beBeePerformance Full time ₹ 15,00,000 - ₹ 25,00,000Job SummaryThis role involves providing operational oversight services within the investment analytics domain, focusing on managing statistical information and maintaining service level agreements.Main Responsibilities:Produce accurate and timely data from in-house and external systems on a monthly and quarterly basis for Equities, Fixed Income, and Balanced...
-
Portfolio Associate
11 hours ago
Bengaluru, Karnataka, India 2070 Health Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout 2070HealthW Health Ventures has set up India's first healthcare-focused Venture Studio called 2070 Health—an innovation platform that builds transformative healthcare companies from scratch by discovering disruptive opportunities. Distinct from the accelerator approach, our venture studio is closely involved in idea generation, day-to-day operations,...
