Job Location: Mumbai
J.P. Morgan is a leading global financial services firm, established over 200 years ago:
- We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
- We have assets of $2.5 trillion and operations worldwide
- We operate in more than 100 markets.
- We have more than 243,000 employees globally.
Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.
Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.
About 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. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.
About Investment Solutions
Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
Role Overview:
We are looking for a dynamic individual, with strong analytical skills, a keen interest in financial markets, and the enthusiasm to drive their own book of work. Members of our Investment Solutions Data, Analytics & Modeling team in Mumbai, India contribute to the Portfolio Management and Governance process by creating, managing, and analyzing a broad array of data and analytics. The ideal candidate as a mix of strong technical skills and the strategic vision to help evolve our analytical tools and models across Investment Solutions.
Key Responsibilities:
- Provide day-to-day support to Portfolio Managers, including data aggregation, reporting, and trading support across a broad range of investment products
- Assist with Tracking, Reporting and Analysis of Performance, Risk & Attribution data for Strategy Portfolios.
- Curate research reports on Sectors/Industries/Countries/Themes, share commentary and participate in investment research meetings to facilitate portfolio management activities
- Track management commentary, company data & conduct fund screen analysis for portfolio managers
- Curate reports & updates on portfolio look through, risk stats & portfolios characteristics
- Assist with the development and maintenance of data, existing models, and excel based tools across asset classes
- Drive strategic enhancements of existing tools and identify opportunities to leverage data, analytics, and models across investment teams
- Fundamental & technical analysis across a range of investment securities
- Liaising between business and technology to enhance investment analytics platform, i.e. implementing proper user entitlement and maintaining analytical toolkit inventory
- Support with the development of proprietary models and analytical tools for portfolio construction, performance attribution and risk management
Essential Skills & Experience:
- 4-6 Years of experience supporting portfolio management activities in asset/wealth management
- Portfolio management experience at a mutual fund or a fund of fund investment management organization would be preferred
- Experience of analyzing Sectors/Industries/Countries/Themes and presenting an investment thesis to the CIO and Portfolio management teams
- MBA with CFA certification preferred
- Broad capital markets experience across asset classes and liquidity types
- Experienced in using Bloomberg/Factset/Morningstar to curate investment research reports and dashboards would be preferred
- Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office programs including Excel, PowerPoint and Word
- Experience in creating market dashboards, factsheets and investment prospectuses.
- Basic programming skills desirable. Preferably Python, VBA & SQL working on live projects
- Experience navigating and interpreting investment documentation and understanding of fund strategies / structures
- Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment
- Excellent written and verbal communication skills, with the ability to liaise with senior internal and external stakeholders
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
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