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Asset & Wealth Management, GIPS Composite Team Manager, VP

Req #: 170108866
Location: Brooklyn, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
 
Investment Management Performance Analyst –Multi-Asset Solutions
J.P. Morgan Asset and Wealth Management
J.P. Morgan Asset and 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, fixed income, 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.
 
Portfolio Analysis Group
J.P. Morgan Asset Management’s Portfolio Analysis Group (“PAG”) is responsible for performance measurement and portfolio analytics for external clients and serves 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.  Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and performance 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. 
 
  • Global Investment Management which is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide with a clear focus on managing client assets and delivering strong risk-adjusted returns.   With over 400 different strategies, Global Investment Management spans the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity. 
 
  • Global Wealth Management, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. 
     
    Description of role
     
    PAG seeks an Associate in our NY Brooklyn office to support the Multi Assets Solutions team within Global Investment Management. The primary responsibilities of this role include but are not limited to:
 
  • Calculate performance returns and performance attribution across the Multi Asset Solutions product range, ensuring accuracy and timely delivery.
  • Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers.
  • Think creatively and deliver innovative solutions to our complex client demands, always striving to find ways to improve processes and service.
  • Identify and correct data and process problems; engage with relevant internal teams to eliminate recurrent problems that impact our deliverables
  • Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Portfolio Managers, Portfolio Managers, Middle Office, Client Reporting and others.
  • Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects and testing of software and system tools.
  • Maintain high standards of quality control checks and procedures; develop and review controls in light of key business projects and business changes; be a driver of improvements
  • Work effectively with teams and colleagues in different levels of the organization and across different geographical locations, including training and mentorship.
  • Comprehensive understanding of GIPS Performance Presentation Standards
  • Command of performance measurement concepts and methodologies as well as marketing composite calculations and presentation
  • Strong knowledge of all asset classes and investment concepts
  • Thorough understanding of asset management products and clients is essential,  as well as a thorough understanding of accounting principles, and performance and attribution methodologies
  • Excellent analytical skills,  problem solving, and critical thinking, along with an ability to identify problems, design and articulate solutions, and implement change
  • The candidate will have established quantitative skills with strong cognitive and problem solving capabilities
  • Strong relationship management skills to build sustainable and productive alliances across matrix organizations
  • Experience in working with all areas of investment management,  marketing,  compliance and client relationship teams
  • Ability to synthesize or distill information from a number of sources
  • Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout  IM
  • Extensive knowledge of MS Excel
  • CIPM  and/or CFA designation a plus
  • 5 to 10 years of industry experience preferable
  • Graduate degree desirable
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