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JPMorgan Chase & Co . is a leading global financial services firmwith assets of more than $2.7 trillion, over 240,000 employees and operationsin over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Bankingand Consumer and Community Banking .
J.P. Morgan Asset &Wealth Management, is a global leader in investment and wealth management. Itsclients include institutions, high-net-worth individuals and retail investorsin every major market throughout the world. The division offers investmentmanagement across all major asset classes including equities, fixed income,alternatives, multi-asset and money market funds. For individual investors, thebusiness also provides retirement products and services, brokerage and bankingservices including trusts and estates, loans, mortgages and deposits.
The Portfolio Analysis Group within Asset and Wealth Management comprises a number of teams responsible for investment performance measurement of both client portfolios and strategies including, but not limited to, rates of return, contribution, attribution, risk analytics and investments reporting. In addition the Group is responsible for the construction and maintenance of performance composites. The Wealth Management Portfolio Analysis Group in Hong Kong provides performance analytics for client portfolios and strategies across the International Private Bank, with primary focus in Asia.
As an investment performance associate you will be focused on ensuring accurate and timely delivery of performance returns and analytics for both internal and external clients.
Key responsibilities include:
Ensure the accuracy of performance data through completion of validation controls and outlier investigations and timely resolution of identified data quality issues
Setup and maintain performance composites in accordance with pre-defined criteria
Production and validation of performance attribution, contribution and dispersion reporting
Provide accurate and timely responses and insight to portfolio analysis queries
Ensure compliance with internal procedures and controls
Work with control teams to ensure outsourcing oversight and controls are compliant with local regulatory requirements
Contribute to the ongoing initiatives of the team with relevance to operational efficiencies, enhanced controls, process improvements, adherence to industry standards and performance insight
Bachelors degree in Finance, Mathematics or similar field
2-3 years relevant experience in a performance analysis, operational or similar role
Knowledge of securities operations, trade processing and fund accounting
Strong analytical and quantitative skills, comfortable with formulae, performance calculation methodologies and risk analytics
Ability to interact and communicate effectively at all levels within an organization
Ability to problem solve and implement process improvements
Highly committed with ability to work under pressure and to tight deadlines
Highly organized and proactive
Excellent attention to detail
Advanced knowledge of Excel
Internal Number: 5871495
About J.P. Morgan
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