Private Banking - Portfolio and Performance Analysis Associate job opportunity at JPMorganChase.



bot
JPMorganChase Private Banking - Portfolio and Performance Analysis Associate
Experience: 4-years
Pattern: full-time
apply Apply Now
Salary:
Status:

Analyst

Copy Link Report
degreeBachelor's (B.Sc.)
Hong Kong

As a Portfolio & Performance Analysis Specialist within our dynamic team, you will be a key member of the WM PAG Asia team supporting front office stakeholders to provide great client experience in portfolio analytics. You will work as part of a global team, overseeing a broad spectrum of performance measurement, analytics and reporting solutions; collaborating across regions to drive innovation, process enhancement and efficiency; and participating in firm-wide strategic initiatives for a complex and fast growing business line. __ Job responsibilities: Provide the best client service experience by understanding client needs and by developing relationships across the organization, specifically front office advisors, portfolio specialists and operation teams Interpret performance results and produce analysis including attribution, dispersion, etc. for client portfolios, determining sources of alpha and identifying the contributors responsible for these results Provide regular trainings and advise Front Office teams on performance methodologies, reporting and insights available to our clients Monitor data quality through validation controls and outlier investigation, working closely with operations, project and technology partners for timely resolution of identified data quality issues Lead ongoing initiatives of the team with relevance to operational efficiencies, enhanced controls, process improvements, adherence to industry standards and performance insight Contribute to strategic initiatives designed to implement best-in-class solutions for stakeholders _. Required qualifications, capabilities and skills: Bachelor degree in Finance, Mathematics or related disciplines Minimum of 4 years experience in Performance Analytics, Risk Analysis, Operations, or a similar role within the Asset Management and/or Private Banking industry Effective communicator, with the ability to lead discussions and present business results to a variety of business stakeholders Strong relationship management skills to build sustainable and productive alliances across matrix organizations Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner Ability to adapt to changing business priorities, self-driven and delivery focused with the ability to work autonomously __ Preferred qualifications, capabilities and skills: Proficiency in automation tools such as Alteryx, Tableau desirable Established analytical and quantitative skills with strong cognitive and problem solving capabilities, knowledge of performance calculation methodologies, attribution and risk analytics is highly advantageous Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM) or progress toward designation a plus Knowledge of securities operations, trade processing and fund accounting a plus Fluency in Cantonese/Mandarin is preferred #jobs #associate #hiring

Other Ai Matches

Quality Analyst I Applicants are expected to have a solid experience in handling Analyst related tasks
Securities Services Operations - Business Management - Associate Applicants are expected to have a solid experience in handling Banking related tasks
Lead Software Engineer - AWS/PySpark/Data Engineer/Databricks Applicants are expected to have a solid experience in handling Software Engineering related tasks
Head - IFSC Banking Unit (GIFT City) Applicants are expected to have a solid experience in handling Gaming related tasks
Managing Director - Wealth Management Technology Applicants are expected to have a solid experience in handling Managing Director related tasks
Solutions Analyst III Applicants are expected to have a solid experience in handling Solutions Analyst related tasks
Corporate and Investment Bank – Legal – Retail Structured Products Lawyer Applicants are expected to have a solid experience in handling legal related tasks
Data Operations Analyst Applicants are expected to have a solid experience in handling Operations Analyst related tasks
Business Development Manager - Government Banking Applicants are expected to have a solid experience in handling Development Manager related tasks
Technology Operational Risk Lead - Vice President Applicants are expected to have a solid experience in handling management related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Administration related tasks
Resolution Stress Testing Markets - Vice President Applicants are expected to have a solid experience in handling Stress Testing related tasks
Electronic Trading and Risk Management Application Developer -Software Engineer III Applicants are expected to have a solid experience in handling Engineer related tasks
Audit Manager - Asset Wealth Management Applicants are expected to have a solid experience in handling Audit Manager related tasks
Asia Regional Tax Advisor for Asset Management, Global Equities and Prime Finance, Vice President Applicants are expected to have a solid experience in handling Tax advisory related tasks
Software Engineer III - React Applicants are expected to have a solid experience in handling Software Engineering related tasks
HQ Corporate Payments Sales Manager - Vice President Applicants are expected to have a solid experience in handling Sales related tasks
Cloud Lead Software Engineer Applicants are expected to have a solid experience in handling Software Engineering related tasks
Private Banking - Portfolio and Performance Analysis Associate Applicants are expected to have a solid experience in handling Analyst related tasks
Business Management & Analytics - Associate Applicants are expected to have a solid experience in handling Business Management related tasks
Trading Services Associate Applicants are expected to have a solid experience in handling Associate related tasks
Subsidiary Payments Sales Manager - Vice President Applicants are expected to have a solid experience in handling Specialist related tasks
Asset Management - Fixed Income Research Analyst - Shanghai Applicants are expected to have a solid experience in handling Research related tasks