Global Liquidity – Client Portfolio Management Analyst

Job description

Position: Global Liquidity – Client Portfolio Management Analyst

Business Overview:

J.P. Morgan Asset Management - Global Liquidity: Global Liquidity is the short-term investment division of J.P. Morgan Asset Management, one of the largest asset managers in the world. This division of J.P. Morgan Asset Management, one of the largest asset management firms in the world with over $1.47 trillion in assets under management. Global Liquidity as of May 2015 is responsible for $486 billion in assets under management and clients include world's largest multinational corporations, financial institutions and government entities. The group provide consultation, expertise and high-quality investment products to institutional investors around the globe to help them meet their liquidity goals.

The team in Mumbai provides functional support to the Global Liquidity business in Client reporting, Risk and analytics, portfolio analysis, client portfolio management support and bespoke sector / market analysis. The analysts in Mumbai are functionally aligned to the respective groups they support in the Global Liquidity business.

Roles & Responsibilities:

The role requires the analyst to support the Client Portfolio management team in the Global Liquidity business. Global Liquidity platform comprises of Portfolio Management and Client Portfolio Management team which invests into a wide range of Investment products such as CPs, CDs, mortgages, ABS, RMBS etc.

· CPM analyst will be working closely & providing support to the Client Portfolio Manger (CPM), The CPM is responsible for the overall portfolio, client portfolio strategy design and reporting and communications with the client.

· Preparation of daily / weekly / monthly client reporting activities for clients.

· Assist with the preparation of client performance reports and investment review materials for new and existing marketing initiatives and providing commentaries on performance drivers.

· Respond to ad hoc client requests and reporting needs; field new business requests from various JPM marketing teams globally; and work with the RFP (Request for Proposal) team in crafting RFPs for new business opportunities.

· Liaise with numerous groups within JPMAM.

Skill Sets required:

· MBA with 1-2 years of relevant work experience in Asset Management or Finance Industry.

· Strong quantitative and analytical skills (including data analysis and ability to understand data flows)

· Proficient in MS Office (Excel, Word, PowerPoint)

· Proactive, positive approach. Able to grasp/learn concepts and procedures quickly

· Excellent Verbal and Written Communication skills

· Time management skills & ability to multi-task

· Delivery focus and detail-orientation with strong commitment to accuracy

· Self-starter and ability to work both independently and as a team player/manager

· Understanding of fixed income (or any asset class) and the asset management business is a plus

· CFA/FRM candidature would be an added advantage

Desired profile

· MBA with 1-2 years of relevant work experience in Asset Management or Finance Industry.

· Strong quantitative and analytical skills (including data analysis and ability to understand data flows)

· Proficient in MS Office (Excel, Word, PowerPoint)

· Proactive, positive approach. Able to grasp/learn concepts and procedures quickly

· Excellent Verbal and Written Communication skills
Time management skills & ability to multi-task