At a Glance
- Tasks: Drive portfolio excellence by analysing performance and delivering insights in a global investment team.
- Company: Join a dynamic firm focused on innovative asset management solutions.
- Benefits: Competitive salary, professional development, and opportunities for global collaboration.
- Other info: Work with a globally integrated team and advance your career in finance.
- Why this job: Shape solutions and make an impact in a fast-paced investment environment.
- Qualifications: Experience in performance measurement and strong quantitative skills required.
The predicted salary is between 36000 - 60000 € per year.
Drive portfolio excellence—analyze performance, deliver insights, and shape solutions in a dynamic, global investment team!
If you are a highly motivated individual with knowledge of equity products, performance measurement & attribution experience, and understanding of GIPS reporting, you may be the perfect fit for our team!
As a Portfolio and Performance Analysis Associate within the Portfolio and Performance Analysis team, you will oversee a broad spectrum of performance measurement and attribution calculations, while developing solutions for a complex and continuously expanding business line.
Job Responsibilities
- Lead strategic infrastructure initiatives to implement best-in-class solutions for stakeholders.
- Deliver exceptional client service by understanding client needs and building relationships across the organization.
- Calculate and evaluate performance and attribution for equity portfolios across EMEA and US markets, leveraging tools like FactSet for advanced analytics.
- Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
- Oversee performance measurement & attribution calculations and create reporting solutions.
- Monitor data quality and perform compares between computations from different sources
Required qualifications, capabilities and skills
- Proven experience in Performance and Attribution measurement
- Robust understanding of equity products, structured products, derivatives, and portfolio accounting principles
- Strong quantitative skills with cognitive and problem-solving capabilities
- Effective communicator with the ability to lead discussions and influence stakeholders
- Proficiency in issue resolution and root cause analysis
- Knowledge of FactSet for advanced portfolio analytics and reporting
Preferred qualifications, capabilities and skills
- Ability to work well on a globally integrated team
- Progress toward CFA, or CIPM designation preferred
- Strong MS Excel, MS Power Point skills
Asset Management Portfolio and Performance Analysis – Associate in City of London employer: J.P. Morgan
Join a dynamic global investment team that prioritises portfolio excellence and fosters a culture of collaboration and innovation. As an Asset Management Portfolio and Performance Analysis Associate, you will benefit from exceptional growth opportunities, a commitment to professional development, and the chance to work with cutting-edge analytical tools in a supportive environment. Our focus on client service and relationship building ensures that you will play a vital role in shaping solutions that drive success across EMEA and US markets.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Management Portfolio and Performance Analysis – Associate in City of London
✨Tip Number 1
Network like a pro! Reach out to professionals in the asset management field on LinkedIn or at industry events. Building relationships can open doors and give you insights that might not be available through traditional job applications.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of equity products and performance measurement. Be ready to discuss how you've used tools like FactSet in your previous roles, as this will show you're the right fit for the team.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in performance analysis or attribution calculations. This will demonstrate your ability to deliver exceptional client service.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows your enthusiasm for joining our dynamic, global investment team.
We think you need these skills to ace Asset Management Portfolio and Performance Analysis – Associate in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your knowledge of equity products and performance measurement to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about portfolio analysis. Share specific examples of how you've delivered insights or shaped solutions in previous roles to grab our attention!
Showcase Your Quantitative Skills:Since we value strong quantitative skills, don’t shy away from including any relevant projects or experiences that demonstrate your problem-solving capabilities. Numbers speak volumes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at J.P. Morgan
✨Know Your Numbers
Make sure you brush up on your performance measurement and attribution calculations. Be ready to discuss specific examples from your past experience, especially how you've used tools like FactSet for analytics. This will show that you not only understand the theory but can apply it in practice.
✨Understand the Client's Needs
Since delivering exceptional client service is key, think about how you can demonstrate your ability to build relationships and understand client needs. Prepare a few scenarios where you successfully identified and addressed client requirements in previous roles.
✨Showcase Your Problem-Solving Skills
With strong quantitative skills being essential, be prepared to tackle some problem-solving questions during the interview. Practice explaining your thought process clearly, as this will help you stand out as an effective communicator who can lead discussions.
✨Highlight Your Teamwork Experience
As this role involves working within a globally integrated team, think of examples that showcase your ability to collaborate effectively. Discuss any experiences where you contributed to team success, especially in a diverse environment, to demonstrate your adaptability and teamwork skills.
