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For Companies At a Glance
- Tasks: Lead performance analysis and deliver tailored insights for equity portfolios across EMEA and US markets.
- Company: Join J.P. Morgan, a global leader in financial services with a commitment to client success.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
- Why this job: Be part of a team that drives impactful solutions and builds lasting client relationships.
- Qualifications: Experience in performance measurement and strong quantitative skills are essential.
- Other info: Ideal for those pursuing CFA or CIPM; strong Excel and PowerPoint skills are a plus.
The predicted salary is between 43200 - 72000 £ per year.
Overview
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.
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.
Qualifications
- 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 and MS PowerPoint skills.
About J.P. Morgan
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\\\’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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Asset Management Portfolio and Performance Analysis - Associate employer: JPMorgan Chase & Co.
Contact Detail:
JPMorgan Chase & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Management Portfolio and Performance Analysis - Associate
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, especially FactSet. Consider taking online courses or tutorials to enhance your skills in advanced analytics, as this will demonstrate your commitment and readiness for the role.
✨Tip Number 2
Network with professionals in the asset management field, particularly those who work at J.P. Morgan or similar firms. Attend industry events or webinars to build connections and gain insights into the company culture and expectations.
✨Tip Number 3
Brush up on your quantitative skills and problem-solving capabilities. You might want to practice relevant case studies or scenarios that involve performance measurement and attribution to showcase your analytical thinking during interviews.
✨Tip Number 4
Prepare to discuss your experience with equity products and portfolio accounting principles in detail. Be ready to provide examples of how you've successfully managed performance analysis in previous roles, as this will highlight your expertise and fit for the position.
We think you need these skills to ace Asset Management Portfolio and Performance Analysis - Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in performance measurement and attribution. Emphasise your quantitative skills and any experience with equity products, structured products, or derivatives.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the role and how your skills align with the responsibilities outlined. Mention your proficiency with tools like FactSet and your ability to deliver exceptional client service.
Showcase Problem-Solving Skills: Provide examples in your application that showcase your cognitive and problem-solving capabilities. Discuss specific instances where you resolved issues or improved processes in previous roles.
Highlight Communication Skills: Since effective communication is key for this role, include examples of how you've successfully led discussions or influenced stakeholders in your past experiences. This will demonstrate your ability to build relationships across an organisation.
How to prepare for a job interview at JPMorgan Chase & Co.
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid grasp of the responsibilities and qualifications listed in the job description. Familiarise yourself with performance measurement and attribution calculations, as well as tools like FactSet, to demonstrate your knowledge during the discussion.
✨Showcase Your Quantitative Skills
Since strong quantitative skills are crucial for this role, be prepared to discuss specific examples from your past experiences where you've successfully applied these skills. Highlight any relevant projects or analyses that showcase your problem-solving capabilities.
✨Prepare for Client Service Scenarios
As client service is a key aspect of the role, think of instances where you've effectively understood client needs and built relationships. Be ready to share how you handled challenging situations and delivered exceptional service to stakeholders.
✨Demonstrate Effective Communication
Effective communication is essential for leading discussions and influencing stakeholders. Practice articulating your thoughts clearly and concisely, and consider preparing questions that show your interest in collaboration and teamwork within a globally integrated environment.
