At a Glance
- Tasks: Join our team to analyse investment performance and enhance client relationships.
- Company: Be part of a leading bank providing innovative analytics solutions globally.
- Benefits: Enjoy flexible work options, professional growth opportunities, and a supportive team culture.
- Why this job: Make an impact in finance while developing your skills in a dynamic environment.
- Qualifications: Bachelor's in Finance or related field; experience in performance or risk analytics required.
- Other info: Opportunities for travel and collaboration with industry experts.
The predicted salary is between 43200 - 72000 £ per year.
The Performance and Risk Analytics (PRA) Team supports the bank’s institutional asset owner and asset manager clients by providing technologies that offer insights into the success of their investment decisions throughout the investment lifecycle. Our integrated global platform, FUSION, in partnership with industry leader FactSet Research Systems, is designed to deliver flexible multi-currency returns, exposures, risk assessments, investment multiples, and value-added analysis at scale, every day, worldwide.
As a Performance Analytics Senior Associate within the PRA team, you will promote product adoption, assist in meetings, guide onboarding processes, and analyze metrics for continuous enhancement.
Job responsibilities:
- Act as the face of the franchise, representing PRA and the Bank at onboardings, formal service reviews, due diligence meetings and RFI/P presentations (includes periodic travel); partner with internal stakeholders to deliver a coherent, resonant message to market.
- Showcase expertise in the investment lifecycle, covering best practices, regulations, competition, and trends in performance and risk analytics.
- Conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives.
- Develop and maintain sustainable service relationships that ensure timely and accurate reporting for clients.
- Identify, document and pursue opportunities to deepen relationships through product demonstration, trial subscription, and cross-sales.
- Analyse and interpret workflow exceptions, guide third parties on remediation efforts and take ownership on plan execution; communicate findings clearly.
- Lead inquiry response efforts with external stakeholders including portfolio managers, back office operations, and vendor, setting priorities and timelines for resolution.
- Foster a positive work environment, encouraging contributions and a growth mindset, while persisting through setbacks.
- Build strong relationships in complex organizations, defending principles and achieving consensus through shared interests.
Required qualifications, capabilities and skills:
- Bachelor's degree in Finance, Mathematics, Statistics or related field.
- Experience in performance analysis, risk analytics, or investment analytics within the financial services industry.
- Background in or strong understanding of institutional fund accounting.
Preferred qualifications, capabilities, and skills:
- Interest and/or pursuit of Master’s degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM).
- Knowledge / use of FactSet and/or competitor platforms.
Performance Analytics Senior Associate employer: J.P. Morgan
Contact Detail:
J.P. Morgan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Performance Analytics Senior Associate
✨Tip Number 1
Familiarise yourself with the FUSION platform and FactSet Research Systems. Understanding these tools will not only help you in interviews but also demonstrate your commitment to the role and your ability to hit the ground running.
✨Tip Number 2
Network with professionals in the performance and risk analytics field. Attend industry events or webinars to connect with potential colleagues and learn about current trends, which can give you an edge during discussions in interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've conducted performance analyses in the past. Being able to articulate your experience with attribution analysis and risk assessments will showcase your expertise and fit for the role.
✨Tip Number 4
Demonstrate your understanding of institutional fund accounting and its relevance to the role. This knowledge will be crucial when discussing how to build sustainable service relationships and ensure accurate reporting for clients.
We think you need these skills to ace Performance Analytics Senior Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Performance Analytics Senior Associate. Familiarise yourself with the investment lifecycle and the specific skills required, such as performance analysis and risk analytics.
Tailor Your CV: Customise your CV to highlight relevant experience in performance analysis, risk analytics, or investment analytics. Emphasise any background in institutional fund accounting and mention any professional designations you are pursuing or have obtained.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Discuss how your skills and experiences align with the job requirements, particularly your ability to build relationships and communicate effectively with stakeholders.
Highlight Relevant Projects: In your application, include specific examples of projects or experiences where you conducted performance analyses or worked with financial data. This will demonstrate your practical knowledge and ability to apply your skills in real-world scenarios.
How to prepare for a job interview at J.P. Morgan
✨Showcase Your Analytical Skills
As a Performance Analytics Senior Associate, you'll need to demonstrate your expertise in performance analysis and risk analytics. Be prepared to discuss specific examples from your past experiences where you successfully conducted performance analyses or resolved complex issues.
✨Understand the Investment Lifecycle
Familiarise yourself with the investment lifecycle and be ready to discuss best practices, regulations, and current trends in performance and risk analytics. This knowledge will help you stand out as a candidate who is not only qualified but also genuinely interested in the field.
✨Prepare for Client Interaction Scenarios
Since this role involves acting as the face of the franchise, practice how you would handle client onboarding and service reviews. Think about how you can effectively communicate complex information in a clear and engaging manner to various stakeholders.
✨Demonstrate Relationship-Building Skills
Building strong relationships is key in this role. Prepare to discuss how you've successfully developed and maintained client relationships in the past, and think about strategies you could use to deepen those connections through product demonstrations and cross-sales.