J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
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Job Summary
As a Portfolio Analyst within J.P. Morgan Asset Management, you will be responsible for providing portfolio managers with strategic ad-hoc analysis necessary to manage the fund and assist with building and maintaining iterative tools used by management to make sector allocation, capital structure, liquidity, and strategic business decisions through fund modeling.
Job Requirements:
- - Prepare sensitivities and stress analysis based on capital flows, transactions, and other assumptions.
- Build and maintain dynamic models for portfolio management decision making for both Real Estate and Mezzanine Debt Funds.
- Manage liquidity models, including base and stress cases.
- Assist with presentation of results at monthly oversight meetings with senior management.
- Perform analysis of development budget forecasting and project asset allocations as projects near completion.
- Develop reporting to manage both time and monetary budgets for asset classes.
- Work closely with management on quarterly and regional platform level reporting, benchmark comparisons, and team member asset performance reviews for hold sale analysis.
- Respond clearly to upper management and client inquiries.
- Perform performance attribution to derive the causes and promoters of performance for investments.
- Prepare write-ups of performance factors.
- Revise the heading to 'Job responsibilities'.
Required qualifications, capabilities and skills
- Minimum 3 years of experience
- Demonstrated excel modelling and strong analytical skills
- Exhibit knowledge of accounting and performance calculations
- Candidate must have demonstrated strong excel and analytical skills, as well as an ability to translate data into trends and present in a logical visual fashion.
- Strong written and verbal skills.
- Project oriented with demonstrated time management and ability to multi-task
- Self-starter
Preferred qualifications, capabilities and skills
- Real estate specific experience preferred
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.