J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
JPMAM’s Fixed Income Middle Office is responsible for supporting the overall Fixed Income investment process, primarily working with Portfolio Managers, Investment Specialists, Traders, Risk Management, and other support functions. The team’s core functions include managing the end-to-end operating environment and overseeing risk management and business analysis functions while driving strategic projects.
This is a Senior Associate role located at 270 Park Ave in New York. The NY based team consists of 6-10 Professional, Associate & VP level team members and serves as the primary contact point for 30+ portfolio managers & traders. This individual will be responsible for support of the end to end operating environment for Fixed Income, Attribution analysis and overall trade management.
The candidate will be expected to have experience with Fixed Income performance and attribution measurement, including attribution explains, rate of return analysis, and risk analytics:
Monitoring broad spectrum of fixed income performance measurement & attribution calculations and reporting across regional offices
Interpretation of results using JPM’s fixed income performance attribution system and third party attribution systems
Determining sources of alpha and identifying the factors responsible for these results
The candidate will also be expected to possess excellent communication skills to partner with internal clients including Portfolio Managers, Traders, Investment Specialists, and senior management.
Working with You:
We are seeking a highly motivated and talented individual who is willing to surpass our expectations and take control of his/her own career. We want you to deliver real value to your business partners and the firm while also gaining a deep understanding of the intricacies behind what and why the business operates the way it does. If you are a creative, curious and strategic thinker, you will thrive in this working environment
Strong understanding of FI securities/products and portfolio accounting are essential. Comprehension of complex Fixed Income instruments, structured products, and derivatives is fundamental to the role
Ability to mitigate risk through process automation and/or developing controls, views control as a means for improving processes, takes actions to prevent problems early in process
Experience with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
Bachelor’s degree in finance or related field
Strong initiative, energy and confidence
Strong communication skills; Both verbal and written
Organizational skills; Track & troubleshoot complex issues and drive solutions
Creative problem solving skills
Motivated self-starter with the ability to work independently
Teamwork; Drives others to exceed goals, performs team-assigned work on time and effectively, assist colleagues to improve productivity
Ability to balance, plan, and prioritize processing and production versus project management responsibilities simultaneously
Proficient in Microsoft Office (Excel, PowerPoint, Word)
Other Beneficial Skills
Familiarity with internal/external financial systems (Bloomberg, Markit Partners, Barclays Point)
Interest in pursuing CFA is desirable; possible sponsorship after one year