Analyst – DART (Investments & Research Team) – Suitability (Market Risk / Credit Risk)

jpmorgan-chase-%26-co. - Mumbai, Maharashtra, India | 2024-08-12 15:24:50

About Wealth Management Investment Solutions:

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families around the world. Our teams deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.

Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds.

Short Description:

Join the team responsible for harmonization of Investment Research & Technology efforts across platforms offering quantitative solution. We are looking for a dynamic individual to join our team to support the implementation of Product Risk Ranking framework and validate the capabilities with analytics toolkit.

Job Responsibilities:

  • Assist with Tracking, Reporting and Analysis of Product Risk Ranking and Investment Profiles for various Investment Strategies
  • Provide day-to-day support to Research / Solutions teams, including data aggregation, reporting across a broad range of investment products and conduct monthly / quarterly / annual exercises to assure platform health, risk analytics are maintained within the limits. Provide commentaries and summaries during strategic engagements.
  • Propose new and redesign existing process flows, models, and user tools to achieve efficiencies and controls.
  • Act as Business Analyst to collaborate with Technology team and drive strategic enhancements of existing models & applications.
  • Assist senior members in driving new initiatives / projects in investment analytics space, POC of new features to be incorporated in the existing Risk models / frameworks as well as the evaluation of third-party vendor models (may leverage the technologies like Python / R for analytical tool development)
  • Develop a deep understanding of the investment strategies and products on the platform; take ownership of BAU activities, and function as an SME to conduct planned activities.
  • Communicate effectively with diverse teams across the globe to explain risk ranking reviews and methodologies about risk analytics.

 

Required qualifications, capabilities, and skills:

  • 3 to 5 years of work experience in Market Risk / Credit Risk Analytics or Data Analytics role with focus on Financial Markets - investment and/or asset and wealth management experience preferred (Broad capital markets experience across asset classes and liquidity types).
  • Decent written and verbal communication skills, with the ability to liaise with internal and external partners including Technology, Risk, Controls and Governance teams.
  • Good understanding of Capital Markets, Investment / Risk Management domains including diverse investment strategies and allied performance / risk measures along with the calculation methodologies.
  • Analytical experience, with a focus on statistical analysis, financial modelling or other investment related analysis, and strong proficiency in Microsoft office programs including Excel, PowerPoint, and Word.
  • Experience navigating and interpreting model / investment documentation and understanding of fund strategies / structures.
  • Ability to read / analyze the code with basic development capabilities preferably in Python / R.

 

Preferred qualifications, capabilities, and skills:

  • Advanced education in fields like Finance, Econometrics, Engineering, Mathematics or Statistics with certifications like CFA / FRM / CQF preferred.
  • Ability to parse complex tasks and juggle priorities in a highly dynamic professional environment with some hands-on project management experience.
  • Experience navigating and interpreting model / investment documentation and understanding of investment products / fund strategies / structures.


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