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Asset Management, Portfolio Analysis Group, Analyst/Associate

Req #: 170025566
Location: Mongkok, , HK
Job Category: Asset Management
Potential Referral Amount: 20000 Hong Kong Dollar (HKD)
J.P. Morgan Asset Management ("JPMAM") provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.
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 Hong Kong forms part of the global Portfolio Analysis Group and provides portfolio analysis for client portfolios and products managed and distributed in Asia excluding Japan.
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 portfolio analytics for use in pooled fund factsheets
  • Produce performance and portfolio analytics for use in client reports
  • Produce peer fund comparison analysis based on Morningstar Direct
  • Produce composite performance reporting according to Global Performance Investment Standards
  • Attend to ad hoc requests from client portfolio managers, fund managers, sales & marketing on portfolio performance and related analytics
  • Collaboration with the local and global PAG team members in various projects and initiatives
  • At least 3 years relevant experience in a performance analysis, risk analysis, fund accounting or similar role
  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
  • Understanding of portfolio analysis including performance calculation methodologies and risk analytics
  • Strong analytical and quantitative skills, comfortable with formulas, performance 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 detail
  • Audit and controls focused
  • Strong knowledge of Excel with knowledge in VBA programming an advantage
  • CIPM or CFA is an advantage
  • Language skills – English required
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