Performance Analytics

Introductory market language

Take a lead role in acquiring, managing and retaining meaningful relationships that deliver outstanding experience to our customers

Job Summary 

As a Performance Analyst within the Performance and Risk Analytics Team, you will play a crucial role in providing an overview and analysis of portfolio performance to our institutional clients. This includes investment managers and superannuation funds, achieved through various analytical tools and reports. Your role will involve performance measurement, attribution and contribution analysis, risk analysis, and other value-added services such as portfolio optimization and manager analysis. You will be part of a team that forms part of Investment Information Services within the Investor Services arm of J.P. Morgan.

Job Responsibilities

·        Timely and accurate delivery of performance reports, including attribution, contribution, risk, and other analysis, to clients 
·        Co-ordinate with offshore locations to ensure timely and accurate preparation of reports
·        Understanding the performance methodology used in the Performance system – relevant performance experience will be an advantage
·        Review and update client procedures, to ensure the month-end process is efficient and executed with appropriate control
·        Maintaining client relationship through query management and regular client interaction
·        Participate in ad-hoc projects as required
·        Participate in standardized and centralized functions as required 
·        Collaborate effectively with team members and other departments

Required qualifications, capabilities and skills 

• Ensure the accurate and timely completion of clients' daily and monthly activities, while establishing policies, procedures, and guidelines that comply with internal and external controls to continuously enhance the control environment.
• Develop and implement efficient, standardized workflows within the team and manage various hand-off points, while effectively leading, motivating, developing, and supporting staff through training and management.
• Identify and implement training needs and solutions to maintain team skill sets and mobility, and manage client relationships (including JPM partner locations) through proactive service delivery and addressing client requirements.
• Promote a "How We Do Business" culture that empowers individuals to make decisions impacting their work and environment, and review files according to internal control checklists for relevant portfolio items.
• Ensure documentation is completed and signed off as required, while demonstrating technical knowledge of various investment instruments and markets, and their impact on portfolio valuation.
• Show interest and ability in understanding clients' account structures, including portfolio types, deliverables, and specific requirements, while taking on stretch roles and projects as needed, working independently, and maintaining a strategic approach.