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4.0

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687 JPMorgan Chase & Co. Jobs

Portfolio and Performance Analysis - Team Leader

5-8 years

₹ 4.5 - 15L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Mumbai

1 vacancy

Portfolio and Performance Analysis - Team Leader

JPMorgan Chase & Co.

posted 3hr ago

Job Description

This role requires a comprehensive understanding of performance analytics, including return calculations, risk analysis, and competitive analysis. The successful candidate will be instrumental in helping clients understand their portfolio returns and assessing our product effectiveness. They will also act as a trusted advisor to the leadership team, generating performance insights. The role is part of JPMorgan Asset & Wealth Management, a leading provider of investment management solutions. The Portfolio Analysis Group, under the Chief Operating Office, is responsible for performance measurement and portfolio analytics, providing valuable insights and analysis to both external clients and internal stakeholders.
As a Portfolio and Performance Analysis - Team Leader within the Portfolio Analysis Group, you will be instrumental in providing performance measurement & attribution and portfolio analytics for external clients. You will also serve 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. Your role will involve a broad spectrum of activities including rate of return calculations, return attribution, ex post risks, competitive analysis, and performance composite construction, analysis & reporting. This role provides an opportunity to work closely with various teams across the organization and contribute to the department s efforts of improving systems and technology. PAG seeks a highly motivated Team Leader in our Mumbai, India office to join our Fixed Income team within Asset Management
Job Responsibilities
  • Provide the best client service experience by understanding our client s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others
  • Become a key contributor to the department s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
  • Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements
  • Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
  • Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
  • 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 with best industry practices
  • Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
  • Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
  • Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
Required qualifications, capabilities and skills
  • Comfortable in a team environment while also able to deliver on independent assignments
  • Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
  • Knowledge of portfolio accounting principles, and performance and attribution methodologies
  • Solid analytical ability to research and analyze complex data sets
  • Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality
  • Ability to communicate effectively with internal clients, third party consultants, auditors, custodians and across all employee experience levels throughout the greater organization
  • Bachelor s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
  • Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
  • Understanding of the various businesses/products within the Asset management & Wealth management space
  • Thorough understanding of ex-post risk concepts and methodologies
Preferred qualifications, capabilities and skills
  • CIPM/CFA or progress toward designation a plus
  • Passion for the investments business and financial markets
  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
  • Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

Employment Type: Full Time, Permanent

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JPMorgan Chase & Co. Interview Questions & Tips

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Top JPMorgan Chase & Co. Team Lead Interview Questions

Q1. What is compliance and different compliance measures maintained
Q2. What is KYC What is Customer Due Diligence(CDD)
Q3. What are OFAC sanctions countries
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What people at JPMorgan Chase & Co. are saying

4.1
 Rating based on 416 Team Lead reviews

Likes

I like the work culture here. The people you work with. My senior leaders were friendly and down to earth. (My VP and AVP) they made me feel like second home.

  • Salary - Excellent
  • +6 more
Dislikes

Senior leaders have to interfere and get to know how and what challenges are faced by new employees in their team because Managers have communication gap, misunderstanding and unfriendly. Sometime they will be rude while giving feedbacks and demotivated.

Read 416 Team Lead reviews

Team Lead salary at JPMorgan Chase & Co.

reported by 5.5k employees
₹5.6 L/yr - ₹16.3 L/yr
22% more than the average Team Lead Salary in India
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What JPMorgan Chase & Co. employees are saying about work life

based on 6k employees
65%
87%
76%
73%
Flexible timing
Monday to Friday
No travel
Day Shift
View more insights

JPMorgan Chase & Co. Benefits

Submitted by Company
Employee Programs
Wellness Programs
Health Care and Insurance Plans
Family Care
Retirement Savings Programs
Submitted by Employees
Free Transport
Cafeteria
Health Insurance
Soft Skill Training
Job Training
Work From Home +6 more
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JPMorgan Chase & Co. Mumbai Office Locations

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Mumbai Office
Headquarter
JPMorgan Asset Management India Private Limited, J.P. Morgan Tower, Off. C.S.T. Road, Near Nafa Bus Stop, Kalina, Santacruz East Mumbai
Maharashtra 400098
Mumbai Office
aradigm Towers-B Wing, Mindspace, Malad Goregaon Link Rd, Malad (W), Mumbai Mumbai
400 064
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