Business Analyst- Portfolio Performance Analysis Group

If you want to make valuable contributions to your team and expand your knowledge, skills, and expertise in Wealth Management, then J.P. Morgan Asset & Wealth Management's (JPWM) Portfolio Analysis Group (PAG) has a great opportunity for you. As a member of J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible performance measurement, Data Validation, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. 

As an Business Analyst- Portfolio Performance Analysis Group in Wealth Management Operations, you will be responsible for conducting Portfolio & Performance Analysis in Wealth Management run analysis and activities which include, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our Wealth Management products and strategies and there will be high exposure to relationships relevant to First Republic Bank and legacy systems which will integrate into our Strategic Performance tools. You will also directly support the front-office Advisors, addressing ad-hoc client inquiries related to their investment performance by providing detailed account level analysis.

Job responsibilities

• Own responsibilities for our Wealth Management (WM) Account and continuation of servicing clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
• Liaise with key business partners to ensure appropriate account/strategy performance and technology development and collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for our WM line of business
• Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
• Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
• Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
• Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
• Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG's service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering

Required qualifications, capabilities, and skills

• 1+ years' of experience in project and performance measurement
• Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
• Solid analytical ability to research and analyze complex data sets
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Interact and communicate effectively – written and verbal – throughout all organizational levels and roles

Preferred qualifications, capabilities, and skills

• Knowledge of Global Investment Performance Standards (GIPS) and composite practices
• Certificate in Investment Performance Measurement/Chartered Financial Analyst (CIPM/CFA) or progress toward designation
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
• Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
• Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
• Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment