Roles & Responsibilities - include specific functions/ tasks/ performance objectives:
Primary responsibility includes managing teams that will be responsible for:
Producing performance & risk analytics in conjunction with overseas partners
Validate performance data at Total level, Asset class and Security level. Coordinate with Middle Office, US and Geneva performance team and with Technology to correct and amend problems within the system.
Assist US and Geneva Performance team in the production of monthly dispersion analysis reporting.
Participate in the monthly hedge fund portfolio performance reports
Liaise with third party providers to consolidate index returns and characteristics
Manage multiple financial analysis reporting deadlines with ability to analyze reports and a large amount of data. Develop, manage and analyze large databases of information with attention to detail. Ability to interface with various levels of management and operations
Validating daily work in terms of index updates, total level and asset level checks, structure of account groups, hedge fund reports etc.
Preparation of capacity & MIS reports for the team and discussing it with the management.
Working on the Performance scores for the team and having a monthly status check with all the team members and team leads
Driving the team towards process automation and high level synergy between the performance teams on either location
Checking the KPI's and constantly working on providing a robust KPI for the team.
Checking the Risk & Control areas for the process and constantly updating & getting signoffs for the same from the onshore locations.
Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
Ability to perform in a fast paced environment and handle multiple tasks through effective prioritization
Strong analytical and problem solving skills
Ability to understand and articulate business goals
Ability to make independent decisions
Excellent written and oral communication skills
Project Management Skills and experience
Process/Ops Management Skills and experience
Must have strong Securities (Equities & Fixed Income) related product knowledge and background
PC Skills required: MS Excel, MS Outlook, MS Power Point
Managing People - Objective Setting, Providing feedback, conflict resolution and motivation
Have strong communication skills (written and verbal)
Have the ability to work independently and to proactively seek guidance from others as needed
Strong team player and has the capacity to build good working relationships with cross functional/geographical teams
Result oriented, accepting responsibilities and challenges that take them outside their comfort zone
Positive outlook and a desire to stretch themselves to achieve both personal and functional success.
MBA/CA/CFA with 6 years of experience or Graduates with 8- 10 years of experience in financial services industry
Asset & Wealth Management
JPMorgan Chase - 2 years ago
JPMorgan Chase & Co. is an American multinational banking corporation of securities, investments and retail. It is a major provider of f...