Wealth Management Data, Analytics And Modeling Portfolio Management Strategy Review & Solutions Governance Asscociate

Year    Mumbai, Maharashtra, India

Job Description


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About the Employer

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 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. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world\'s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at .

Global Finance & Business Management (\xe2\x80\x9cGF&BM\xe2\x80\x9d) India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan\'s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm\'s Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm\'s capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main \xe2\x80\x9cpillars\xe2\x80\x9d of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.

The current opening is within Data, Analytics & Modeling in Mumbai which forms part of the AWM LOB within GF&BM India.

About the Team

The role will be a member of the Data, Analytics and Modeling team in Mumbai. It will be aligned with the Investment & Research Team within Wealth Management Investment Solutions. The Investment and Research team has the overall responsibility for enhancing investment process and coordinating investment research efforts to gain greater efficiency across Investments platform, while fostering integrated Governance environment.

Job Responsibilities:

  • Performance tracking and investment due diligence of portfolios
  • Improving data accuracy used for investment oversight of third party and internal wealth management products
  • Assisting with/creating investment oversight process materials and providing operational support to oversight committee leads
  • Ensuring appropriate levels of documentation exist to evidence the investment oversight process
  • Responsible for maintaining data consistencies across different oversight committees
  • Reviewing governance materials and documenting review committee takeaways with proactive follow ups on action items.
Qualifications:
  • 4~7 years of industry experience, preferably in asset management
  • CFA or MBA preferred
  • Strong written and verbal communication skills to thrive on a global team
  • Working knowledge of fund of funds business and a variety of investment products including mutual funds, ETFs, hedge funds, structured products, etc.
  • Proficiency with data analysis, inclusive of experience with Python or SQL
  • Proven ability to parse complex tasks and juggle priorities in a highly dynamic professional environment with a focus on attention to detail
  • Strong initiative, energy and confidence completing assignments with limited supervision. Superior time management and ability to prioritize a heavy workload
Shift:

EMEA

About Us:

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team: J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.\xe2\x80\x8b

JPMorgan Chase

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Job Detail

  • Job Id
    JD3004103
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year