Portfolio & Perf Analysis - Team Member

Job Description

Build your career in Portfolio & Perf Analysis while working in the world's most innovative bank which values creativity and excellence.

As a Portfolio & Perf Analysis - Team Member within AM PAG, you will be instrumental in managing the global GIPS composite process. You will collaborate with various teams to implement strategic solutions and ensure the team operates as a Centre of Excellence. You will also be responsible for keeping up with changes in GIPS standards, managing external verification of composites, and providing ad hoc data research and analysis as needed by clients. This role provides an opportunity to develop strategic solutions, participate in UAT and Production testing, and contribute to regulatory or controls deliverables.

Job Responsibilities

• Run Composite COE with high operational standards.
• Keep abreast with changes in GIPS standards and application thereof.
• Ensure timely and accurate publication of GIPS presentations.
• Help manage external verification of composites.
• Provide various ad hoc data research and analysis as needed by clients.
• Assist in developing strategic solutions and defining PAG business requirements.
• Participate in UAT and Production testing as needed.
• Maintain a risk and control mindset.
• Involve yourself with regulatory or controls deliverables and support other ad hoc projects as needed.
• Identify the project scope and key milestones, research background, assess risks, and design test procedures.

Required Qualifications, Capabilities, And Skills

Preferred Qualifications, Capabilities And Skills

ABOUT US

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.

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.

Skills Required

Project Management, Powerpoint, Excel