Portfolio Management Group – 502 Analyst/Senior Analyst
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Managed Solutions & Strategy (MSS) Overview: MSS manages discretionary investment strategies that are asset class, style, sector base or thematic for clients across J.P. Morgan Wealth Management (WM). Discretionary investment offerings include multi-asset, single asset class and alternative strategies offered through individual accounts and private and registered funds.
Portfolio Management Group (PMG): Portfolio Management group is primarily responsible for Daily management, monitoring, rebalancing, and implementation of tactical calls across discretionary portfolios while providing a consistent client experience.
PMG owns portfolio implementation enabling the front office to focus on other priorities; growth through client acquisition, retention, and relationship management, etc.
Job Description: Support the Portfolio Management group globally to execute on BAU activities, initiatives/projects and adhoc business analysis. The analyst in this role has following responsibilities:
Ensure reports are prepared on a timely basis with a very high level of accuracy &
Be able to understand the requirements of onshore partners & assist the team in maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process.
Have foresight & understanding of business terms & requirement
Ability to communicate in a clear, concise and efficient manner with multiple support teams both locally and globally
Prepare excel based reporting on a weekly/daily/monthly to monitor drifts in the investment portfolios, monitor Cash/security activity in the accounts and identify performance outliers
Provide weekly & monthly and adhoc reporting to senior management to give an oversight of the activities on business drivers
Ensure appropriate documentation of all the activities
Translate huge volumes of data into meaningful information using MS office tools like Access & Excel and SQL server
Partner with technology to improve processes
The key attributes for this candidate will include:
- Exceptional team work, interpersonal and analytical skills
- Good judgment and discretion working with highly confidential information
- Attention to details and good problem solving skills
- Strong written, presentation, and communication skills
- Strong initiative, energy and confidence completing assignments with limited supervision