Asset Management, Portfolio Analysis Group, Analyst
JP Morgan ChaseTaibeiUpdate time: September 24,2019
Job Description
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Our Team
The Portfolio Analysis Group covers both Asset Management and Wealth Management performance and portfolio analysis reporting. The Group consists of multiple global teams responsible for producing performance and portfolio analytics for both products and clients including but not limited to rates of return, attribution analysis, risk analytics and reporting. In addition the Group is responsible for maintaining and reporting manager composite performance. The Performance team in Taiwan forms part of the global Portfolio Analysis Group and provides portfolio analysis for client portfolios and products managed and distributed in Taiwan.
The Role
As a portfolio analyst you will focus on ensuring the accurate and timely delivery of investment performance and analytical reporting.
Key responsibilities include:
- Generate performance and risk statistics for pooled funds and segregated funds
- Produce performance and portfolio analytics for use in fund factsheets and client reports
- Produce peer fund comparison analysis based on Lipper
- Produce composite performance reporting according to Global Performance Investment Standards
- Attend to ad hoc requests from portfolio managers, investment specialists, sales & marketing on portfolio performance and related analytics
- Collaboration with the local and global PAG team members in various projects and initiatives
Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
- At least 1 year working experiences in financial industry, ideally with investment management background
- Strong analytical and quantitative skills, comfortable with formulas, calculation methodology and risk analytics
- Must be a team player
- Ability to interact and communicate effectively
- Highly organized and proactive
- Ability to work in a high pressure environment with tight deadlines
- Ability to multi-task and with strong attention to details
- Audit and controls focused
- Strong knowledge of Excel with knowledge in VBA programming an advantage
- CIPM or CFA holder or candidate is an advantage
- Language skills – English required
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