Portfolio & Performance Analysis - Vice President

Posted 10 Hours Ago
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Mumbai, Maharashtra
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Vice President in Portfolio & Performance Analysis, you will oversee performance measurement, conduct risk and return analysis, and develop reporting solutions, while also managing stakeholder relationships and ensuring data quality.
Summary Generated by Built In

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 Group team to partner with the Business.
As a Portfolio & Performance Analysis Vice President within our dynamic team, you will be tasked with the oversight of a wide range of performance measurement and attribution calculations. Your role will involve the creation of solutions for a complex and continuously expanding business line. You will spearhead strategic infrastructure initiatives aimed at implementing top-tier solutions for our stakeholders. Your role will also involve providing exceptional client service by understanding our client's needs and fostering relationships across the organization, specifically with Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others. You will interpret results and produce attribution commentary for a variety of portfolio strategies, including long and short duration, emerging markets, high yield, etc. This will involve determining sources of alpha and identifying the factors responsible for these results. You will also provide regular and bespoke risk and return analysis to portfolio managers and investment specialists. Additionally, you will monitor data quality and perform comparisons between computations from different sources, such as internal vs external.
Job responsibilities

  • Lead strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders
  • Provide the best client service experience by understanding our client's needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others
  • Interpreting results and producing attribution commentary for a range of portfolio strategies (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
  • Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists
  • Oversee a broad spectrum of performance measurement & attribution calculations and creating reporting solutions
  • Monitor data quality and performing compares between computations from different sources (e.g. internal vs external)


Required qualifications, capabilities and skills:

  • Bachelor's degree
  • Minimum 8 years experience in Performance and Attribution measurement
  • Strong understanding of fixed income products, including structured products and derivatives
  • Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies
  • Established quantitative skills with strong cognitive and problem solving capabilities
  • Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders
  • Strong relationship management skills to build sustainable and productive alliances across matrix organizations
  • Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
  • Strong MS Excel skills


Preferred qualifications, capabilities and skills:

  • CFA, or CIPM designation preferred


About Us
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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