Hedge Fund Due Diligence Analyst

JPMorgan Chase & Co.; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

JPMorgan Chase & Co. in Mumbai is seeking a Hedge Fund Analytics and Reporting Analyst to join the Hedge Fund Due Diligence team.

You will support ongoing monitoring, sourcing and underwriting of hedge funds, collaborating with senior researchers, portfolio managers, specialists and due diligence teams. The role requires at least 2 years of investment experience, knowledge of hedge funds across asset classes, and proficiency with Bloomberg, FactSet and Morningstar.

Qualifications

• At least 2 years of relevant investment experience.
• Exposure to hedge fund investments across asset classes.
• Knowledge of investment products including mutual funds, ETFs and hedge funds.
• Experience in risk, attribution, performance or related analytics.
• Experience with market data tools like Bloomberg, FactSet, Morningstar.
• Strong quantitative and written/verbal presentation skills.
• Strong teamwork and interpersonal skills.

Responsibilities

• Support data maintenance and analytical tasks in sourcing, underwriting and monitoring hedge funds.
• Analyze fund performance and investments to inform decisions.
• Provide analytical support to underwrite new investments using qualitative and quantitative methods.
• Assist in evaluation of potential investments and monitor existing ones across topics like liquidity, risk, and attributions.
• Maintain and analyze data; create annual fund decks with performance insights.
• Develop relationships with specialists, structuring, PMs and due diligence teams.
• Represent the Private Bank and JPMAAM with professionalism.
• Demonstrate teamwork and communication in a collaborative environment.
• Utilize quantitative abilities to support investment decisions.

Skills

Hedge fund investments knowledge

Cross-asset/ fixed income/ equities

Analytical abilities

Written/verbal communication

Teamwork and interpersonal skills

Education

Master's in Finance/Accounting or quantitative discipline

Tools

Bloomberg

FactSet

Morningstar

Job description

Hedge Fund Analytics and Reporting Analyst

• Job Identification 210749107
• Job Category Research
• Business Unit Asset & Wealth Management
• Locations Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai, IN-MH, 400063, IN
• Job Schedule Full time
• Job Shift Mid-Day

Job Description

You are a strategic thinker passionate about driving solutions in "Hedge funds". You have found the right team

As a Hedge Fund Due Diligence analyst in the Hedge Fund Due Diligence team in Mumbai, you will be responsible for ongoing monitoring, sourcing and underwriting, while partnering closely with senior researchers, portfolio managers, specialists, structuring, and due diligence teams.

Job responsibilities

• You will support the data maintenance as well as analytical aspects in sourcing, underwriting, and monitoring of hedge funds, including analysis of fund performance and investments.
• Provide analytical and data support to comprehensively underwrite new investments using qualitative and quantitative analytical skills.
• Support senior researchers in evaluation of potential hedge fund investments and monitor existing investments across various financial and investment topics, such as portfolio construction, liquidity, options, and risk management.
• Maintain and analyze both recurring and bespoke data related to hedge funds. Create annual fund decks with deep dives into performance and attributions
• Develop strong relationships with Specialists, Structuring, Portfolio Managers, Operational Due Diligence, and Asset Class Leaders.
• Represent the Private Bank and JPMAAM within the organization with professionalism and expertise.
• Demonstrate strong teamwork and interpersonal skills in a collaborative environment.
• Utilize strong quantitative and analytical abilities to support investment decisions.
• Communicate effectively through written and verbal presentation skills.

Required qualifications, capabilities, and skills:

• At least 2 years of relevant investment experience.
• Exposure to hedge fund investments with functional expertise in either cross-asset/ fixed income/ equities.
• Working knowledge of different investment products not limited to mutual funds, ETFs, hedge funds, structured products etc.
• Exposure to either Risk, Attribution, Performance, Research or any other Investment management analytical function .
• Exposure to market data tools like Bloomberg, FactSet, and Morningstar etc.
• Strong quantitative/analytical abilities as well as written/verbal presentation skills.
• Strong teamwork and interpersonal skills.

Preferred qualifications, capabilities, and skills:

• Master’s Degree in Finance/Accounting or Graduate Degree in a quantitative discipline such as statistics, engineering, etc.

About Us

JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

About the Team

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.