Private Bank, Endowments & Foundations Portfolio Management Team , Program Analyst

JP Morgan Chase; City of Westminster; On-site; GBP 60,000 - 90,000; Full time

Job summary

J.P. Morgan is seeking a Fixed Income Analyst to support research and portfolio implementation across global bond markets. You will evaluate opportunities, build dashboards, and assist in trade validation. Collaboration spans London, New York, and Mumbai to deliver timely analytics.

Strong Excel modeling and an interest in Global Fixed Income are essential, with a collaborative mindset and attention to data quality across a multi-location team.

Qualifications

• Interest or understanding of financial markets, especially Global Fixed Income.
• Strong analytical approach and ability to work with complex datasets.
• Proficient in building and maintaining robust Excel-based models.

Responsibilities

• Analyse segments of global fixed income markets to identify themes, risks, and opportunities.
• Evaluate potential investment vehicles and translate research into clear recommendations.
• Build and maintain monitoring dashboards, models, and repeatable analytics to support decision-making.
• Support trade implementation by mocking up trades, validating inputs, and entering trades into the trading system.
• Map investment ideas across portfolios to promote consistency and adherence to guidelines.
• Perform ex-post-performance attribution and summarize key drivers of returns.
• Interpret ex-ante risk outputs and highlight material factor, scenario, and concentration risks.
• Communicate findings clearly through concise write-ups and presentations for internal stakeholders.

Skills

Fixed income knowledge

Analytical mindset

Excel modeling

Team collaboration

Education

Bachelor's degree in Finance or related field

Tools

Python

Excel

GitHub Copilot

Job description

As a Fixed Income Analyst in the Endowments & Foundations Investment Team, you will support the fixed income research and portfolio implementation process across global bond markets. You will help evaluate investment opportunities across traditional approaches and environmental, social and governance (ESG) considerations aligned to client missions. You will combine top-down global macro perspectives with bottom-up asset class research to inform portfolio positioning. You will also contribute to tools, monitoring, attribution, and risk interpretation that strengthen how we invest and communicate outcomes.,

• Analyse segments of global fixed income markets to identify themes, risks, and opportunities
• Evaluate potential investment vehicles and translate research into clear recommendations
• Build and maintain monitoring dashboards, models, and repeatable analytics to support decision-making
• Support trade implementation by mocking up trades, validating inputs, and entering trades into the trading system
• Map investment ideas across portfolios to promote consistency and adherence to guidelines
• Perform ex-post-performance attribution and summarize key drivers of returns
• Interpret ex-ante risk outputs and highlight material factor, scenario, and concentration risks
• Partner with colleagues across London, New York, and Mumbai to deliver timely research and analytics
• Communicate findings clearly through concise write-ups and presentations for internal stakeholders
• Improve processes by identifying efficiencies and enhancing data quality, accuracy, and controls
• Strong interest or understanding in financial markets, especially Global Fixed Income
• Demonstrated analytical approach and comfort working with complex datasets
• Advanced Microsoft Excel skills, including building and maintaining robust models
• High attention to detail with a commitment to accuracy, quality, and follow-through
• Clear written and verbal communication skills
• Collaborative mindset and ability to work effectively on a global, multi-location team

Preferred qualifications, capabilities, and skills

• Programming experience (e.g., Python) to automate workflows and enhance analytics
• Experience building monitoring tools or dashboards for investment or risk use cases
• Familiarity with trade lifecycle, implementation workflows, and/or investment operations controls
• Experience with GitHub Copilot or similar developer productivity tools
• Experience working with multi-asset portfolios and/or alternative investment exposures

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.