Jobs

Wealth Management - Portfolio Analysis Group - Team Leader
Mumbai, Maharashtra, India, IN
·
On-site
·
Full-time
·
1w ago
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis team to partner with the Business.
As a team Leader in the Portfolio Analysis Group, you will be responsible for providing the best client service experience by understanding our client’s needs and developing relationships across the organization and Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools.
Job responsibilities
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Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
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Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
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Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
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Be a driver of the development and implementation of the performance and attribution systems with best industry practices
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Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
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Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
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Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
Required qualifications, capabilities, and skills
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Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
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Minimum 2 years of experience
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Knowledge of portfolio accounting principles, and performance and attribution methodologies
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Solid analytical ability to research and analyze complex data sets
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Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
Preferred qualifications, capabilities, and skills
- CIPM/CFA or progress toward designation a plus
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
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Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst, Investment Banking
3 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$126,500
$126,500
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
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