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Asset Management - Fixed Income Perfomance and Attribution Analyst - Associate

Req #: 170110430
Location: London, ENG, UK
Job Category: Asset Management
Potential Referral Amount: 3500 US Dollar (USD)
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, 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.


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. Expertise in fixed income performance and attribution is an essential requirement of this role.
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 fixed income 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 fixed income 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 fixed income, attribution and investment performance, but one who also has the insight and motivation to delve into the detail behind the numbers.
Key Roles and Responsibilities:
The responsibilities of this role include, but are not limited to:
  • Independent verification of fixed income 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
  • Oversight of offshore investment performance team ensuring seamless delivery of investment performance
  • 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
Skills Required:
  • Experience and expertise in fixed income performance and attribution is essential
  • Strong knowledge of fixed income is essential
  • Proven ability to explain fixed income attribution reporting to clients/the front office is essential
  • Sound knowledge of investment performance calculation including ex-post risk
  • Keen interest in the markets and desire to apply this to fixed income strategies and the interpretation of investment performance
  • Solid experience in the financial services industry with a strong knowledge in asset management
  • Continuous improvement and change management mindset, questioning conventional ways of managing the business and driving change to improve processes
  • Project management experience and critical thinking ability
  • Strong analytical and quantitative skills with keen attention to detail
  • Creative thinking to solve complex problems
  • Good communication skills both written and oral
  • Ability to succeed in a fast-paced environment with rapidly evolving deliverables
  • Flexibility to adapt to changing business priorities
  • Ability to leverage business knowledge and contribute to future business direction
  • Industry recognised qualifications such as IMC/CFA/CIPM would be advantageous
J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.
J.P. Morgan is an Equal Opportunity Employer.
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