J.P. Morgan Asset& Wealth Management, with client assets of $2.4 trillion, 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, multi-asset solutions, 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.
This role is within the Portfolio Analysis Group (PAG). The Portfolio Analysis Group is responsible for the provision of investment performance, attribution and risk analysis (ex post and ex ante) to both internal and external clients across EMEA.
Analysis activities include rate of return calculations, return attribution, risk analytics, competitive analysis and composite construction. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.
You would be joining the multi-asset solutions team who provide independent investment analysis primarily through the provision of detailed attribution reporting and monthly review meetings with the front office.
The successful applicant will be responsible for an allocation of desks/strategies within multi-asset solutions and required to own the relationships, meaning significant interaction with the front office. The role is ideal for a candidate who not only has a thorough understanding of multi-asset solutions, attribution and investment performance, but one who also has the insight and motivation to delve into the detail behind the numbers. In addition the team work on continuous improvement projects related to reporting, and including reporting platform change and the successful candidate will be expected to contribute to these projects.
Key Roles and Responsibilities:
The responsibilities of this role include, but are not limited to:
Independent verification of multi-asset solutions attribution reporting for client use
Provision of value added analysis on attribution reporting for the front office
Requirement to be a specialist for your allocated desks/strategies
Ensure reports are produced to deadlines driven by both internal and external clients
Close working relationship with middle office and tech to ensure data quality and report suitability
Liaison with product delivery to bring new business on board
Liaison with client reporting and front office to determine and agree pipeline of deliverables/priorities
Delivery of business requirements in an evidentially controlled environment ensuring adherence to corporate policies and the enhanced AM Ops controls standards
Usage of workflow tool to evidence adherence to controls, maintenance of standard operating procedures, logging of user tools in UWAT and management of errors in Beacon
Production of MI and KPI for PAG Management and broader audience
Liaison with other PAG sites globally to ensure best practices and consistency
Knowledge sharing and support for team members across the group as applicable
Manage own workload between BAU and projects ensuring delivery of the same
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The firm invites all interested and qualified candidates to apply for employment opportunities.
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