As a Performance and Risk Analyst, support institutional clients with performance analyses, implement objectives, manage client reporting, and lead a team in investment analytics.
Job Description
Join our team to build your career in a culture that values innovation, creativity and excellence.
As a Performance and Risk Analyst within the Security Services Operations, you will support the bank's institutional asset owner and asset manager clients with technologies that provide insights into the result of their investment decisions throughout the investment lifecycle. You will play a critical role in supporting decision-making processes, work on implementing organization's objectives and ensuring reporting and client management with high standards.
Job responsibilities:
Required qualifications, capabilities and skills:
Preferred qualifications, capabilities and skills:
Additional Information:
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our team to build your career in a culture that values innovation, creativity and excellence.
As a Performance and Risk Analyst within the Security Services Operations, you will support the bank's institutional asset owner and asset manager clients with technologies that provide insights into the result of their investment decisions throughout the investment lifecycle. You will play a critical role in supporting decision-making processes, work on implementing organization's objectives and ensuring reporting and client management with high standards.
Job responsibilities:
- Conduct preliminary performance analyses of investment portfolios including basic attribution analysis, exposures, and rates of return against objectives.
- Assist in the onboarding of new clients and participate in service reviews, due diligence meetings, etc.
- Maintain accurate and timely reporting for clients, ensuring data integrity and resolving basic workflow exceptions.
- Conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives.
- Analyze and interpret workflow exceptions. Guide third parties on remediation efforts and take ownership on plan execution. Present findings in straightforward, audience-appropriate communications.
- Lead inquiry response efforts with external stakeholders including portfolio managers, back-office operations, and vendors. Establish clear priorities and articulate dependencies as well as delivery/resolution timetables.
- Manage and oversee the Investment Analytics team
- Maintain a positive, uplifting work environment where all are encouraged to contribute. Adopt a growth mindset where all feel comfortable taking risks to learn. Persist through setbacks to achieve results.
- Demonstrate success building strong interpersonal relationships in large, complex organizations. Ability to defend principles and build broad consensus amicably based on shared interests.
Required qualifications, capabilities and skills:
- 10+ years experience in performance analysis, risk analytics, or investment analytics within the financial services industry.
- Knowledge of Fund Accounting, Financial Reporting
- Demonstrate expertise in the investment lifecycle. This includes industry best practices, regulatory requirements, the competitive landscape and emerging trends in performance and risk analytics across client segments.
- Strong analytical skills and attention to detail.
- Excellent communication skills, both written and verbal
Preferred qualifications, capabilities and skills:
- Bachelor's degree in Finance, Mathematics, Statistics or related field. Interest and/or pursuit of Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM) preferred
- Knowledge and/or use of FactSet and/or competitor platforms is a plus.
Additional Information:
- Shift Schedule: will follow either ANZ or EMEA shift
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Factset
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