AWM, Portfolio Insights Analyst
Columbus, OH, United States
Job Description The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels.
Manage offshore channel analytics, escalating to specialists for client calls as needed.
Support program expansion into Canada by handling increased volume of full-service analytics.
Collate data from multiple sources and perform data manipulation for program-related content.
Assist team members with updating and producing timely intellectual capital content.
Distribute and discuss data-driven content across the organization, supporting program growth.
Respond to data requests and collaboration opportunities from other teams in a timely manner.
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
3+ years' work experience, ideally involving client interaction.
Demonstrated record of academic and professional achievement.
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
Strong communication skills (written and oral).
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
Ability to interact with colleagues at all levels.
Ability to create & articulate compelling, thoughtful and creative presentation materials.
Accuracy and attention to detail is essential with strong analytical acumen.
Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
High intellectual aptitude.
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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
#J-18808-Ljbffr
Job Description The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels.
Manage offshore channel analytics, escalating to specialists for client calls as needed.
Support program expansion into Canada by handling increased volume of full-service analytics.
Collate data from multiple sources and perform data manipulation for program-related content.
Assist team members with updating and producing timely intellectual capital content.
Distribute and discuss data-driven content across the organization, supporting program growth.
Respond to data requests and collaboration opportunities from other teams in a timely manner.
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
3+ years' work experience, ideally involving client interaction.
Demonstrated record of academic and professional achievement.
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
Strong communication skills (written and oral).
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
Ability to interact with colleagues at all levels.
Ability to create & articulate compelling, thoughtful and creative presentation materials.
Accuracy and attention to detail is essential with strong analytical acumen.
Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
High intellectual aptitude.
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. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
#J-18808-Ljbffr