Posted by 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
Analyst – Wealth Management Solutions – Fund Research – Due Diligence
The role will be will be a member within Wealth Management’s Manager Solutions Team located in India.
Key Responsibilities:
· Conduct and present attribution, holdings and factor analysis across a wide range of investment types
· Develop, maintain and enhance databases that include portfolio positioning, assets, coverage and strategies
· Run and distribute a range of performance metrics for the approved platform
· Support the use, implementation and enhancement of analytical tools utilized by the team
· Perform ad-hoc analysis on a wide range of data and analytical topics under tight deadlines
· Run tailored universe screens to identify potential products
· Liaise with the technology team to provide design requirements for the integration of analytics and tools into a proprietary investment research and analytics platform
· Maintain a consistent and strong focus on compliance and risk management
Essential Skills & Experience:
· Bachelor’s degree – Major/Minor in Mathematics, Engineering or Computer Science a plus
· Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications; programming experience a plus
· Ability to manage multiple priorities in a fast paced, fluid environment
· Previous background within a research role a plus
· CFA designation a plus
· Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills
· Acute focus on attention to detail, accuracy and data validation
· Effective communication skills (listening, verbal, and written)
· Excellent interpersonal and teamwork skills
· Sound judgment and discretion
· Strong initiative, energy and confidence completing assignments with limited supervision