Performance & Risk Analyst

Location: Mumbai, Maharashtra, India

Job Family: Fund Servicing

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to innovation and client success. The Performance & Risk Analyst role within our Investor Services division in Mumbai plays a pivotal part in delivering high-quality portfolio analytics to institutional clients. Reporting to the Performance & Risk team lead, you will leverage advanced tools and methodologies to provide actionable insights on investment performance and associated risks. This position is ideal for analytical professionals passionate about the financial markets, offering exposure to sophisticated fund servicing operations in a dynamic, collaborative environment. Your primary focus will be on executing comprehensive performance attribution studies and risk assessments for diverse asset classes, including equities, fixed income, and alternatives. Using JP Morgan's state-of-the-art platforms, you will generate tailored reports that help clients optimize their portfolios and navigate market volatilities. Key responsibilities include collaborating with portfolio managers and client advisors to interpret complex data, ensuring all analytics adhere to industry standards such as GIPS and regulatory mandates. In Mumbai's growing financial hub, you will contribute to serving high-profile institutional investors, enhancing JP Morgan's reputation for precision and reliability in investor services. We seek candidates with a solid foundation in quantitative finance and a drive for excellence. This role demands not only technical expertise but also the ability to communicate insights effectively to non-technical stakeholders. Joining JP Morgan Chase means becoming part of a world-class team that values diversity, professional growth, and impactful work. With opportunities for advancement and access to cutting-edge resources, this position offers a rewarding career path in the heart of India's financial ecosystem.

Key Responsibilities

• Conduct detailed portfolio performance analysis and attribution for institutional clients using advanced analytics tools
• Develop and deliver customized risk reports, including VaR, stress testing, and scenario analysis
• Collaborate with client-facing teams to provide insights on portfolio risks and performance drivers
• Utilize JP Morgan's proprietary platforms to generate accurate and timely reporting within Investor Services
• Monitor and ensure compliance with global performance standards and regulatory frameworks
• Support ad-hoc client queries and contribute to the enhancement of reporting methodologies
• Analyze market data and economic indicators to forecast potential risks and opportunities
• Maintain documentation of analytical processes and contribute to team knowledge sharing
• Participate in cross-functional projects to improve fund servicing efficiency and client satisfaction

Required Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field
• Minimum of 2-3 years of experience in portfolio performance and risk analytics within the financial services industry
• Proficiency in financial modeling and data analysis tools such as Excel, SQL, and Python
• Strong understanding of investment performance metrics, risk models, and regulatory requirements like GIPS
• Experience working with institutional clients in fund servicing or asset management
• Ability to handle sensitive client data with strict confidentiality
• Relevant certifications such as CFA Level 1 or FRM

Preferred Qualifications

• Advanced degree (Master's or MBA) in Finance or Quantitative Finance
• Experience with JP Morgan's internal systems or similar enterprise platforms in investor services
• Knowledge of alternative investments and multi-asset class portfolios
• Prior exposure to performance attribution and risk decomposition techniques
• Familiarity with Indian financial regulations and SEBI guidelines

Required Skills

• Proficiency in Excel and advanced financial modeling
• SQL for database querying and data manipulation
• Python or R for statistical analysis and automation
• Knowledge of performance measurement tools like FactSet or Bloomberg
• Understanding of risk management frameworks (e.g., VaR, Monte Carlo simulations)
• Strong analytical and problem-solving abilities
• Excellent communication skills for client interactions
• Attention to detail and accuracy in reporting
• Time management in a fast-paced environment
• Team collaboration and stakeholder management
• Familiarity with GIPS standards and ESG integration in analytics
• Data visualization skills using Tableau or Power BI
• Quantitative aptitude for complex financial calculations
• Adaptability to evolving market conditions
• Ethical judgment in handling confidential information

Benefits

• Competitive base salary and performance-based bonuses aligned with JP Morgan's compensation structure
• Comprehensive health, dental, and vision insurance coverage for employees and dependents
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Employee wellness programs, including gym memberships and mental health support
• Flexible work arrangements and hybrid options for work-life balance
• Global mobility programs and career advancement paths within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.