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Performance and Portfolio Analysis_Team Leader

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Calculate performance returns and performance attribution across the product range. Analyze performance and attribution reports, and effectively communicate results to senior management and client portfolio managers. Be a driver of the development and implementation of the performance and attribution systems. Provide innovative solutions to complex client demands. Identify and correct data and process problems. Develop and review quality control checks and procedures. Work effectively with teams and colleagues across different locations.

Responsibilities:

  • Calculate performance returns and performance attribution across the product range, ensuring accuracy and timely delivery.
  • Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers.
  • Be a driver of the development and implementation of the performance and attribution systems.
  • Think creatively and deliver innovative solutions to our complex client demands, always striving to find ways to improve processes and service.
  • Identify and correct data and process problems; engage with relevant internal teams to eliminate recurrent problems that impact our deliverables.
  • Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Portfolio Managers, Portfolio Managers, Middle Office, Client Reporting and others.
  • Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects and testing of software and system tools.
  • Maintain high standards of quality control checks and procedures; develop and review controls in light of key business projects and business changes; be a driver of improvements.
  • Work effectively with teams and colleagues in different levels of the organization and across different geographical locations, including training and mentorship.

 

Qualifications & Skills:

Education :                                            

Graduation in Accounting/ Mathematics/Economics. CFA/CIPM  preferred                                                      

Financial Knowledge:                             

Experience in Capital Markets /BFSI verticals (3+years ) Understanding of different instruments viz Equities, FI, Derivatives, Cash, FX or Asset Mgt methodologies, Experience with portfolio performance, investments and/or products

Soft skills:                                            

Attention to detail, excellent written and verbal communication,  

Leadership and Delivery Focus:             

Fast paced working style, ability to execute multiple projects, confident personality, ability to positively influence people and projects outcome

Specialize in capital markets:                 

Project implementation in Asset & Wealth Mgt , Investment Banking

Organizational & Analytical Skills:            

Project Management, Automations, Quality & Risk management, Oversight and control, Transition Management (testing, designing processes, documenting), Process Management (implementing, Monitoring, improving), Operation Management (reviewing, Controlling, reporting), Stakeholder Management, Team management skills,       Proficiency with Excel, PowerPoint

Set alert for similar jobsPerformance and Portfolio Analysis_Team Leader role in Bengaluru, India or Mumbai, India
JPMorgan Chase & Co. Logo

Company

JPMorgan Chase & Co.

Job Posted

a year ago

Job Type

Full-time

WorkMode

On-site

Experience Level

3-7 Years

Category

Data & Analytics

Locations

Bengaluru, Karnataka, India

Mumbai, Maharashtra, India

Qualification

Bachelor

Applicants

Be an early applicant

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