Asset Management - PAG, Executive Performance Reporting Management and Support - ED
Our Team
J.P. Morgan Asset & Wealth Management's Portfolio Analysis Group ("PAG") is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction, analysis & reporting. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.
Responsibilities
PAG Asset Management seeks a highly driven individual at an ED level to lead a global team that supports its newly formed SMA product line, Executive Management Reporting (EMR) and various investments and stakeholder queries across all lines of businesses. We are looking for a leader who can contribute in multiple ways including leading a team and/or leading the execution of our ambitious transformation agenda.
The primary responsibilities of this role include but are not limited to:
Oversee Global Executive Management Reporting (EMR) and analytics function globally that seeks to deliver competitor and peer group analysis to AM business and investment community
Manage quality and timeliness of queries from various global stakeholders on published ex-post performance, attribution and composites information
Be able to analyze market events vis a vis portfolio risk and independently evaluate various drivers of returns to provide valuable insights to help inform portfolio management and trading decisions; Evaluate and escalate anomalies in excess returns, tracking errors and between official NAV based returns and internal Investment Accounting Interpreting results and producing attribution explains for the range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.). Determining sources of alpha and identifying the factors responsible for these results
Familiarity with GIPS standards, composite construction and account assignment processes
Understanding of various performance reporting (including after tax reporting, if applicable) for various institutional and retail clients
Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
Substantiate and quantify data quality challenges and drive resolution with various internal partners (e.g. accounting, index providers, middle office, business)
Be a driver and lead initiatives to create solutions to our complex client demands and challenges, and to continuously improve the infrastructure and control environment
Providing the best client service experience by understanding our client's needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others
The role is located in Brooklyn, NYC
Qualifications
8 years + experience in Performance and Attribution measurement
Need to have managed or show aptitude at managing a team
Proven track record of executing on infrastructure transformations, ideally in the Fixed Income attribution space
Deep understanding of various Equity and Fixed Income products, including securities, structured products and derivatives
Well verse in Asset Management products and clients, as well as thorough understanding of portfolio accounting principles, and performance and attribution methodologies
Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
The candidate will have established quantitative skills with strong cognitive and problem solving capabilities
Effective communicator, being comfortable discussing results with a variety of business stakeholders including Portfolio Managers, Investment Specialists and Research and Sales
Strong relationship management skills to build sustainable and productive alliances across matrix organizations
Motivated self-starter with the ability to work independently. Strong initiative, energy and confidence
Teamwork; Drives others to achieve goals, performs team-assigned work on time and effectively, assist colleagues to improve productivity
Strong MS Excel skills
Bachelor's degree required
CFA, or CIPM would be beneficial
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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
