Portfolio Management Analyst

Wealth Management Investment Solutions, Portfolio Management Group Analyst (Mumbai, India)

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 (PMG), you will play a key role in supporting the daily management and 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.  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.

 

Job Responsibilities 

• Deliver critical and time-sensitive processes with high accuracy.

• Prepare reports to monitor portfolio drifts and performance outliers.

• Identify accounts for trading based on CIO guidelines.

• Analyze portfolio risk using key metrics in partnership with Portfolio Managers.

• Generate KPI packs and monitor asset allocations, cash, and trading volumes.

• Communicate findings and drivers of change to senior stakeholders.

• Understand onshore partner requirements and support reporting processes.

• Maintain and enhance reporting tools and workflows.

• Monitor investment portfolios for adherence to mandates and best practices.

• Implement innovative methods to strengthen process controls.

• Collaborate with global teams to ensure consistent client experience.

 

Required Qualifications, Capabilities, and Skills 

• Hold a Post Graduate degree with 1+ years of experience in financial services.

• Demonstrate strong quantitative and analytical skills.

• Exhibit advanced proficiency in MS Excel, Access, and PowerPoint.

• Utilize QlikView/QlikSense, Alteryx, and SQL for process automation.

• Communicate effectively with excellent written and verbal skills.

• Apply attention to detail in all deliverables.

• Understand global markets and investment products.

 

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