Analyst – Portfolio Manager – Wealth Management Solutions – Data, Analytics & Modelling
Company Name:-
JPMorgan Chase Bank, N.A.
Job Location:-
Mumbai, Maharashtra
Job Summary:-
Key Responsibilities:
Curate research reports on Sectors/Industries/Countries/Themes, share commentary and participate in investment research meetings to facilitate portfolio management activities
Assess investment implementation options including passive investments (ETFs, investment trusts) and active mutual funds
Assist with the development and maintenance of data, existing models, and excel based tools across asset classes
Provide day-to-day support to Portfolio Managers, including data aggregation, reporting, and trading support across a broad range of investment products
Drive strategic enhancements of existing tools and identify opportunities to leverage data, analytics, and models across investment teams
Conducting quantitative & fundamental research
Support with the development of proprietary models and analytical tools for portfolio construction, performance attribution and risk management
Contribute to the launch of new investment strategies including ESG focused strategies
Essential Skills & Experience:3-5 Years of experience supporting portfolio management activities in asset/wealth management
Portfolio management experience at a mutual fund or a fund of fund investment management organization would be preferred
Experience of analyzing Sectors/Industries/Countries/Themes and presenting an investment thesis to the CIO and Portfolio management teams
Experience of working on Investment proposal development, Investor meeting decks and fund marketing materials
MBA with CFA certification preferred
Broad capital markets experience across asset classes and liquidity types
Experienced in using Bloomberg/Factset/Morningstar to curate investment research reports and dashboards would be preferred
Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office programs including Excel, PowerPoint and Word
Experience in creating market dashboards, factsheets and investment prospectuses.
Basic programming skills desirable.
Preferably Python, VBA & SQL working on live projects
Experience navigating and interpreting investment documentation and understanding of fund strategies / structures
Ability to parse complex task
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