Porfolio Management Group - Reporting and Analytics Mumbai Analyst

The Portfolio Management Group (PMG) is the implementation engine for the Private Bank's discretionary investment business, providing leverage for investment advisors and other internal partners in order to pursue the Firm's growth initiatives. PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team and dedicated asset class specialists. 

Build your career in PMG while working in the world’s most innovative bank which values creativity and excellence.

You are a strategic thinker passionate about driving solutions using Investments knowledge and technology skills. You have found the right team.

As the Portfolio Implementation professional in our team you will spend each day defining, refining and delivering set goals for our firm.

Job responsibilities

1. Deliver critical and time sensitive processes with high level of accuracy within agreed timelines
2. Pre-trade monitoring of risk and identifying accounts to be traded by the Portfolio Managers
3. Assist Wealth Management portfolio managers with account maintenance and account trading inquiries.
4. Re-engineering processes, procedures, and business architecture using technology like Alteryx, Python, Tableau
5. Review, monitor and report performance of client accounts and portfolios. Example: Prepare Key Performance Indicator (KPI) packs
6. Implementing timely and accurate trades in the accounts based on the guidelines from the Chief Investment Office
7. Manage orders and send trades to fulfill the following typical daily tasks:
   • New account initial investments
   • Monitoring cash and security activity in client accounts
   • Liquidating accounts
   • Tax harvesting requests

Required qualifications, capabilities and skills

1. Post Graduation in Finance with up to 2 years of work experience in the financial services industry
2. Understanding of all relevant investment products (managed accounts, equities, fixed income, mutual funds, ETFs)
3. Strong quantitative and analytical skills including data analysis and ability to understand data and data flows
4. Demonstrated passion and understanding of financial markets
5. Ability to operate in a fast-moving, demanding, and team-oriented environment 
6. Excellent communication, teamwork, and interpersonal skills
7. Ability to multitask and prioritize in a fast-paced environment
8. Demonstrates accountability and responsibility for his/her actions and results at all times

Preferred qualifications, capabilities and skills

1. Exposure to portfolio monitoring/risk or related function 
2. Experience with scripting languages and/or data analysis tools like Alteryx, Python, Tableau and VBA
3. Strong problem-solving & communication skills, control, and project management skills

 

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. 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.