Institutional Portfolio Analytics Analyst

Testing Site - JPMC; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Testing Site - JPMC seeks a driven analyst to support Institutional Investment Solutions in portfolio analysis, construction, and monitoring for multi-asset portfolios. The role involves using internal tools and Bloomberg-like platforms to evaluate exposures and performance, with emphasis on quantitative methods and communication of findings.

Recent graduates with finance, economics or quantitative backgrounds are encouraged to apply, bringing strong Excel and PowerPoint skills along with a keen

Qualifications

• Recent college graduate with a degree in finance, economics, mathematics, engineering, or another quantitative discipline.
• Strong quantitative and analytical capabilities, including familiarity with asset pricing and portfolio analysis.
• Advanced Excel skills and ability to work with financial data.
• Advanced PowerPoint skills and ability to visualize data
• Experience with Bloomberg or other financial data platforms is preferred.
• High level of curiosity, strong work ethic, and interest in building expertise in institutional investing.

Responsibilities

• Support portfolio managers with portfolio analysis and monitoring.
• Assist with research and analytical work related to strategic asset allocation and portfolio construction.
• Use internal tools and financial data platforms to evaluate portfolio exposures, risks, and performance.
• Prepare analytical materials used in portfolio reviews and investment discussions.
• Develop familiarity with the team’s models and processes for evaluating investment strategies.

Skills

Quantitative analysis

Advanced Excel

Advanced PowerPoint

Bloomberg familiarity

Education

Finance, Economics, Mathematics, Engineering (quantitative degree)

Tools

Bloomberg

Job description

Testing Site - JPMC seeks a driven analyst to support Institutional Investment Solutions in portfolio analysis, construction, and monitoring for multi-asset portfolios. The role involves using internal tools and Bloomberg-like platforms to evaluate exposures and performance, with emphasis on quantitative methods and communication of findings.

Recent graduates with finance, economics or quantitative backgrounds are encouraged to apply, bringing strong Excel and PowerPoint skills along with a keen