Job Description

Wealth Management Investment Solutions, Portfolio Management Group Analyst (Mumbai, India) About J.P. Morgan . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countr

Wealth Management Investment Solutions, Portfolio Management Group Analyst (Mumbai, India) About J.P. Morgan . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking . About Wealth Management With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. About Investment Solutions Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. The Team The Portfolio Management Group (PMG) is comprised of trading groups based in New York, Columbus, Delaware, London, Geneva, and Hong Kong and is responsible for daily management, monitoring, rebalancing and implementation of tactical calls across discretionary investment management and trust portfolios. PMG owns portfolio implementation, enabling the front office to focus on other priorities (growth through client acquisitions, retention, relationship management, etc). PMG's primary goal and objective is to apply Portfolio Construction strategy guidance to individual client mandates, implement appropriate asset allocation and vehicle selection, deliver similar client experience across accounts, and help manage risk by daily monitoring and management of discretionary portfolios. Role Overview We are looking for a dynamic individual, with strong attention to detail, data analytical skills, and a keen interest in financial markets to be an integral part of the PMG team in Mumbai, India. The primarily responsibility of PMG Mumbai team is to provide analytics and reporting support ( on control, monitoring, rebalancing, onboarding and implementation of tactical calls) to the Portfolio Managers based in US & International and to help them manage their investment books effectively for the Private Bank's discretionary investment business. Continuous monitoring of the investment portfolios is done to ensure adherence to client's mandate and Bank's best practices. Key Responsibilities: Deliver critical and time sensitive processes with high level of accuracy within agreed timelines Prepare reports to monitor drifts in the investment portfolios, monitor Cash/security activity in the accounts and identify Performance Outliers Identify accounts to be traded by the Portfolio Managers Analyze and report risk of the portfolio using key metrics including Standard Deviation, Beta, R-Square, Risk Utilization, Tracking Error etc. in close partnership with the Portfolio Managers Prepare Key Performance Indicator (KPI) packs which require monitoring the Strategic Asset Allocations, Cash & Overdraft levels, Trading Volume etc. The individual is also required to Identify / analyze drivers of change in these metrics and communicate the findings to senior stakeholders Understand the requirements of onshore partners and assist the team in creating new and/or maintaining the existing reporting procedures, tools and workflows necessary to facilitate the reporting process Have a controls mindset, be able to identify control gaps in the processes and implement innovative methods of making the processes stronger Use technology like Alteryx, Python, Tableau to automate existing processes and create efficiencies Communicate and partner with the Clients and support teams both locally and globally Address various ad-hoc analyses with quick turn around Essential Skills & Experience: Post Graduation in Finance with 0-2 years of work experience in the financial services industry preferably in Data Analytics and/or Reporting. Exposure to portfolio monitoring/risk or related function would be a plus Experience with scripting languages and/or data analysis tools like Python Pursuing CFA would be an added advantage Comfortable dealing with large volumes of data. Strong quantitative and analytical skills including data analysis and ability to understand data and data flows Good understanding of global markets and investments products Proven ability to automate and improve processes using technology. Hands on experience working on QlikView, Alteryx, Tableau, Python would be an advantage Highly competent with core MS Office applications - Excel, Access and Powerpoint. Proven advanced Excel expertise is a must Attention to detail, excellent written and verbal communication