4 days old

JPMorgan Chase & Co.
Brooklyn, NY 11201
  • Job Code
    190105146

Asset & Wealth Management – PAG Performance and Composites, VP

Job Description

About Asset and Wealth Management

JPMorgan Chase & Co. 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.

 

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


Our Team

J.P. Morgan Asset & Wealth Management’s Portfolio Analysis Group (“PAG”) with Chase Wealth Management (CWM) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management.  Analytics and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and composite analysis and construction.  This analysis is instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of CWM’s products and strategies. 

 

PAG consists of over 130 investment analysis professionals located in 7 countries and 11 locations globally.  Included are a dedicated business management team, platform team and data management team which support the group.  The team broadly serves different client groups and business partners throughout multiple lines of business.  


Responsibilities

PAG seeks a Vice President in our NY office to focus on expansion and automation of the compositing capabilities offered by the WM PAG team while building out the set of functions and operating models specific to these compositing processes.  Key responsibilities include:
  • Primary ownership responsibilities for both either PB, JPMSPI Program and CWM / JPMS strategy level composite workflows and operating models - creating best practices, optimizing processes, and examining current constructions with rigor, in a thoughtful and controlled environment
  • Liase with business partners to ensure appropriate composite composition, benchmarking and coverage for relevant in scope strategies, and governance of that composition as appropriate
  • Partner with the on-shore and off-shore PAG teams in the production of accurate and timely performance measurement figures for in scope lines of business and strategies
  • Respond in a timely fashion to inquiries from front-office financial advisors or business leads regarding performance data and risk statistics as it relates to their composite performance
  • Consistent, proactive evaluation of production processes ensuring effectiveness and efficiency
  • Oversee the cyclical reporting processes in the Performance and Composite spaces, with a focus on efficient issue resolution, timeliness and front office support 
  • Outlier Analysis and process enhancements of the preceding in performance / composite spaces
  • Create opportunities for new high value added outputs in the portfolio analytics, risk statistics and composite analytics arenas (composite attribution, composite level ex post risk etc)
  • Serve as a subject matter expert on composite performance methodologies for the PB or JPMS / CWM lines of businesses 
  • Acclimate and participate in PAG’s group-wide strategic performance technology projects
  • Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
  • Participate in all aspects of UAT and Feedback Loops for technology enhancements
  • Partner with technology teams on enhancement workflow and prioritization, in conjunction with day to day production necessities
  • Contribute on short-term, medium-term and longer-term strategic projects that focusing on improving the PAG’s service offering and data quality in the composite space

Qualifications


The Performance and Composites Vice President must bring a relentless focus on day to day execution and relish accountability and ownership for the delivery of tangible measurable results.  They must also exhibit the following qualities:

  • Experienced performance measurement professional with 5-10 years of relevant experience including project experience and knowledge of composite practices
  • Passion for the investments business and financial markets
  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
  • Understanding of the various businesses/products within the wealth management space
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus
  • Solid analytical ability to research and analyze complex data sets
  • Interact and communicate effectively – written and verbal – throughout all organizational levels and roles, prior supervisory responsibilities a must
  • Ability to confidently interact effectively with front-office personnel while working toward tight deadlines in a high pressure environment
  • Ability to multi-task seamlessly while rigorously maintaining a strong attention to detail
  • Comfortable in a team environment while also able to deliver on independent assignments
  • Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
  • Management experience strongly preferred
  • CIPM/CFA or progress toward designation preferred

Req #: 190105146
Location: Brooklyn, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)


Keyword: consumer%20banking

Categories

Posted: 2020-02-14 Expires: 2020-03-15

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JPMorgan Chase & Co.
Brooklyn, NY 11201

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