Investment Solutions Analyst - Portfolio Management

Analyst - Investment Solutions, Portfolio Management Group

Join a global leader in wealth management and help deliver innovative investment solutions to high-net-worth clients. As an Analyst in the Portfolio Management Group, you’ll gain hands-on experience in portfolio analytics, risk management, and process optimization. Elevate your career with J.P. Morgan, where your expertise and insights will help shape the future of private banking.

As an Analyst within the Portfolio Management Group (PMG), you will play a key role in supporting daily monitoring of discretionary investment portfolios for J.P. Morgan’s Private Bank. You will provide analytics and reporting support to Portfolio Managers, ensuring accurate implementation of tactical calls and adherence to client mandates. Your strong attention to detail and data analytical skills will help drive process improvements and deliver high-quality insights to senior stakeholders.

Job Responsibilities 

• Deliver critical and time-sensitive processes with a high level of accuracy within agreed timelines
• Prepare reports to monitor drifts in investment portfolios, monitor cash/security activity in accounts, and identify performance outliers
• Identify accounts to be traded by Portfolio Managers based on guidelines from the CIO team
• Analyze and report portfolio risk using key metrics (Standard Deviation, Beta, R-Square, Risk Utilization, Tracking Error, etc.) in close partnership with Portfolio Managers
• Prepare Key Performance Indicator (KPI) packs, monitor Strategic Asset Allocations, Cash & Overdraft levels, Trading Volume, and analyze drivers of change in these metrics; communicate findings to senior stakeholders
• Understand requirements of onshore partners and assist in creating or maintaining reporting procedures, tools, and workflows to facilitate the reporting process
• Maintain a controls mindset, identify control gaps in processes, and implement innovative methods to strengthen processes

Required Qualifications, Capabilities, and Skills 

• Post Graduate with 1+ years of work experience in the financial services industry, in Data Analytics and/or Reporting; exposure to portfolio monitoring/risk or related functions
• Good understanding of global markets and investment products
• Strong quantitative and analytical skills, including data analysis and understanding of data flows
• Proven ability to automate and improve processes using technology; hands-on experience with QlikView/QlikSense, Alteryx, SQL is required
• Highly competent with core MS Office applications (Excel, Access, PowerPoint); advanced Excel expertise is a must
• Attention to detail, excellent written and verbal communication skills

 

Preferred Qualifications, Capabilities, and Skills

• Leverage experience with scripting languages such as R, MatLab, or Python.
• Integrate digital transformation and fintech solutions in wealth management.
• Employ advanced data analytics tools and methodologies.
• Adapt to fast-paced and dynamic work environments.
• Collaborate across global teams and stakeholders.
• Innovate process improvements and automation solutions.
• Manage multiple priorities and deliver within tight deadlines.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level