Asset Management, Portfolio Analysis Group, Vice President
J.P. Morgan
Hong Kong

Our Team

The Portfolio Analysis Group covers both Asset Management and Wealth Management performance and portfolio analysis reporting.

The Group consists of multiple global teams responsible for producing performance and portfolio analytics for both products and clients including but not limited to rates of return, attribution analysis, risk analytics and reporting.

In addition the Group is responsible for maintaining and reporting composite performance. The Performance team in Hong Kong forms part of the global Portfolio Analysis Group and provides portfolio analysis for client portfolios and products managed and distributed in Asia.

The Role

As the Deputy Head or Senior Manager of the team of 11 members, you will be assisting the Asia ex Japan Team Head to run various projects and initiatives, and focus on overseeing the accurate and timely delivery of investment performance and analytical reporting.

Key responsibilities of the team include :

  • Generate performance and risk statistics for pooled funds and segregated funds
  • Produce performance and portfolio analytics for use in fund factsheets and client reports
  • Produce peer fund comparison analysis based on Morningstar Direct or Lipper Analytics
  • Produce performance attribution analysis and active risk analysis
  • Produce composite performance reporting according to Global Performance Investment Standards
  • Attend to ad hoc requests from portfolio managers, investment specialists, sales & marketing on portfolio performance and related analytics
  • Collaboration with the local and global stakeholders in running various process improvement or automation projects and initiatives
  • Requirements :

  • At least 7 years relevant experience in Operations, Performance Analysis, Risk Analysis or similar role. Experience in project management on process improvement or automation in asset management industry will also be considered
  • Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Computer Science or similar field
  • Ability to interact and communicate effectively
  • Audit and controls focused
  • Knowledge on Alteryx, Xceptor or other automation tools is an advantage
  • CIPM or CFA holder is an advantage
  • Language skills English required
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