Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President

JPMorgan Chase & Co.; New York (NY); In loco; USD 180.000 - 260.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Asset & Wealth Management in New York seeks a Vice President to join the Wealth Management Portfolio Analytics group within the Private Bank Chief Investment Officer Team.

You will help develop quantitative tools and support multi-asset investment processes. Responsibilities include maintaining the proprietary attribution system, running the global reference portfolio platform, and conducting research on performance, risk, and portfolio construction.

Competenze

• Strong programming skills in Python, Matlab and SQL.
• Knowledge of statistics and ability to analyze large data sets.
• Knowledge of asset classes and investment theory.
• Knowledge of financial data sources (Bloomberg, Factset, etc.).
• Understanding of performance attribution techniques.
• Detail oriented, strong team player, excellent written and verbal communication skills.
• 3-5 years of work experience, preferably in financial industry.
• Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.).

Mansioni

• Develop and support quantitative tools to enhance the investment process.
• Design and maintain the proprietary multi-asset portfolio performance attribution system and weekly global report.
• Run the in-house global reference investment portfolio system to ensure a consistent asset allocation/risk budgeting process.
• Conduct research and ad-hoc analysis on performance attribution, risk management, and portfolio construction.
• Develop new analytics tools to support PMs and enhance the current portfolio management process.
• Work closely with Portfolio Managers and other business partners to address issues arising from daily portfolio management and the new product launch process.
• Work with Model Review to document, test, and validate model techniques and results.
• Analysis to support research, views, and investment thoughts and strategies.
• Work with Technology and other business partners to implement the models.

Conoscenze

Statistics

Investment theory

Asset classes

Performance attribution

Communication

Teamwork

Data analysis

Formazione

Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.)

Strumenti

Python

Matlab

SQL

Bloomberg

FactSet

Descrizione del lavoro

Wealth Management – Private Bank CIO Team – Portfolio Analytics – Vice President

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Primary Function

This position will be a member of the Portfolio Analytics group which is part of Private Bank Chief Investment Officer Team (PB-CIO Team) which manages multi-asset and single-asset discretionary model portfolios within WM Solutions. The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management.

Key functions will include:

• Help develop and support a variety of cutting-edge, quantitative tools to enhance our investment process

• Design and maintain the proprietary multi-asset portfolio performance contribution/attribution system. Updating weekly global platform performance report

• Running in-house global reference investment portfolio system to ensure a consistent asset allocation/risk budgeting process

• Conduct research and ad-hoc analysis on performance attribution, risk management, and portfolio construction

• Develop new agentic analytics tools to support PMs and enhance the current portfolio management process.

• Work closely with Portfolio Managers and other business partners to address the issues arising from the daily portfolio management process and the new product launch process

• Work with Model Review team to document, test, and validate model techniques and results

• Analysis to support research, views, and investment thoughts and strategies

• Work with Technology and other business partners to implement the models

Position Requirements:

• Strong programming skills in Python, Matlab, SQL.

• Knowledge of statistics and the ability to analyze large data sets

• Knowledge of asset classes and demonstrate understanding of investment theory

• Knowledge of financial data sources (Bloomberg, Factset, etc.)

• Understanding of performance attribution techniques

• Detail oriented, strong team player, excellent written and verbal communication skills

• 3-5 years of work experience, preferably in financial industrial

• Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.).