Portfolio Management and Coordination Associate
Portfolio Management and Coordination Associate

Portfolio Management and Coordination Associate

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support analytics initiatives and create data visualisations to drive business decisions.
  • Company: Join J.P. Morgan, a global leader in financial services with a collaborative culture.
  • Benefits: Competitive salary, health benefits, and opportunities for professional growth.
  • Why this job: Make an impact in the finance world using data and analytics to solve real business problems.
  • Qualifications: Strong analytical skills, attention to detail, and experience with data visualisation tools.
  • Other info: Dynamic team environment with opportunities to work on innovative projects.

The predicted salary is between 36000 - 60000 £ per year.

About J.P. Morgan

JPMorgan Chase & Co. is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management.

About Digital and Platform Services and CIB Chief Data & Analytics Office

Digital and Platform Services (D&PS) within the Commercial & Investment Bank (CIB) was created in September 2018 with the vision to create a commercial platform that can seamlessly deliver all of J.P. Morgan’s capabilities to clients when and how they want it. The CIB Chief Data & Analytics Office (CIB CDAO) is a multi-disciplinary team tasked to enable the CIB of the future, powered by Data & Analytics.

Role Responsibilities

The Portfolio Management & Coordination team for the CIB Chief Analytics Office (CAO) is responsible for the end-to-end coordination of the analytics operating model in the entire CIB and for driving high priority accelerator analytics initiatives. As an associate in the team you will support delivery of the CIB’s strategic priorities, providing portfolio governance, and analysis across our book of work to create insights and analytical solutions that answer critical business questions and enable the wider AI/ML Community.

Job Responsibilities

  • Responsible for reporting on the CIB CAO Book of Work including supporting the prioritization, management reporting, dashboards and analytics.
  • Create intuitive and interactive data visualizations to present complex information to stakeholders and ensure that data and analytics are available with high levels of accuracy to drive decisions and business outcomes for CIB.
  • Conduct analyses on CIB Analytics data to answer business questions from multiple stakeholders and to enable evidence based decision making.
  • Capture and understand end-user requirements, translate into customized analytical solutions, communicate insights via reports, dashboards, visualization etc.
  • Support delivery of the CIB analytics operating model in partnership with the in-business CAOs.
  • Support coordination, collation and tracking of KPIs and costs/benefits.
  • Support key transformational analytics initiatives, gather requirements, track deliverables, define project scope, and establish success criteria.
  • Scope problems, identify major issues and actionable opportunities to design solutions.
  • Work with multiple teams across CDAO, Lines of Business and support functions to drive delivery, evaluate strategies and insights, alignment on priorities and data accuracy.

Qualifications

  • Attention to detail, rigor, and robustness in data analytics and results.
  • Excellent oral and written communication and the ability to convey complex information simply and clearly.
  • Able to deliver to conclusion multiple initiatives across a diverse group of partners, with the ability to manage multiple deliverables and work under pressure.
  • Driven with a curious mindset and a high tolerance to ambiguity.
  • Demonstrated ability to create custom solutions that solve business problems.
  • Demonstrated experience in presenting reports, insights, and data analytics findings.
  • Hands‑on expertise in at least three of the following: Data analytics and visualization tools (e.g., Tableau, Qlik), Advanced Excel skills (e.g., pivot tables, Analysis ToolPak), Data wrangling, workflows, and automation (e.g., SQL, Alteryx, Business Objects, etc.), Statistical software and coding languages (e.g., Python, R).
  • Versatile in learning and picking up different software, tools, methodologies, and coding languages.
  • Relevant experience in data & analytics topics in consulting, client engagement, or project execution.

Portfolio Management and Coordination Associate employer: Jpmorgan Chase & Co.

J.P. Morgan is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the financial services sector. Employees benefit from comprehensive professional development opportunities, a strong emphasis on data-driven decision-making, and the chance to work with cutting-edge technology in a globally recognised firm. Located in a vibrant city, J.P. Morgan promotes a culture of inclusivity and support, ensuring that every team member can thrive and contribute to meaningful projects that shape the future of finance.
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Contact Detail:

Jpmorgan Chase & Co. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Management and Coordination Associate

✨Tip Number 1

Network like a pro! Reach out to current or former employees at J.P. Morgan on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!

✨Tip Number 2

Prepare for the interview by practising common questions related to data analytics and portfolio management. We should also be ready to discuss our past experiences and how they align with the role.

✨Tip Number 3

Showcase our skills! Bring along a portfolio of our best data visualisations or analytics projects to the interview. This will help us demonstrate our hands-on expertise and creativity.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can keep an eye on any updates or new roles that pop up.

We think you need these skills to ace Portfolio Management and Coordination Associate

Data Analytics
Data Visualisation Tools (e.g., Tableau, Qlik)
Advanced Excel Skills (e.g., pivot tables, Analysis ToolPak)
Data Wrangling
SQL
Alteryx
Business Objects
Statistical Software (e.g., Python, R)
Communication Skills
Project Management
Attention to Detail
Problem-Solving Skills
Stakeholder Engagement
Curiosity and Adaptability

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Portfolio Management and Coordination Associate role. Highlight your relevant experience in data analytics and how it aligns with the responsibilities mentioned in the job description.

Showcase Your Skills: Don’t forget to emphasise your hands-on expertise with data analytics tools like Tableau or SQL. We want to see how you can create custom solutions and present complex information clearly, so include specific examples of your work!

Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to convey your ideas and ensure that your passion for data-driven decision-making shines through.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team at J.P. Morgan!

How to prepare for a job interview at Jpmorgan Chase & Co.

✨Know Your Data Tools

Make sure you’re familiar with the data analytics and visualisation tools mentioned in the job description, like Tableau or SQL. Brush up on your skills and be ready to discuss how you've used these tools in past projects.

✨Showcase Your Communication Skills

Since the role requires conveying complex information simply, practice explaining your previous work or projects in a clear and concise manner. Use examples that highlight your ability to communicate insights effectively.

✨Prepare for Scenario Questions

Expect questions that ask how you would handle specific challenges related to data analysis or project management. Think of examples from your experience where you identified issues and implemented solutions, and be ready to share those stories.

✨Demonstrate Your Curiosity

The job calls for a curious mindset, so come prepared with questions about the company’s data initiatives and how they align with industry trends. This shows your interest in the role and your proactive approach to learning.

Portfolio Management and Coordination Associate
Jpmorgan Chase & Co.
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