AWM, Portfolio Insights Analyst

JPMorgan Chase • New York, NY

68d

About The Position

The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views. The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.

Requirements

• 3+ years' work experience, ideally involving client interaction.
• Demonstrated record of academic and professional achievement.
• Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
• Strong communication skills (written and oral).
• Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
• Ability to interact with colleagues at all levels.
• Ability to create & articulate compelling, thoughtful and creative presentation materials.
• Accuracy and attention to detail is essential with strong analytical acumen.
• Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
• High intellectual aptitude.

Responsibilities

• Construct analytics to ensure quick turnaround times for full-service requests across major channels.
• Manage offshore channel analytics, escalating to specialists for client calls as needed.
• Support program expansion into Canada by handling increased volume of full-service analytics.
• Collate data from multiple sources and perform data manipulation for program-related content.
• Assist team members with updating and producing timely intellectual capital content.
• Distribute and discuss data-driven content across the organization, supporting program growth.
• Respond to data requests and collaboration opportunities from other teams in a timely manner.
• Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities