JP Morgan is Hiring for Many Roles. Here is everything that you need to know about this post!
JP Morgan job Overview
- Company – JP Morgan
- Role – Portfolio Analyst, Client Data Specialist- KYC
- Qualification – Bachelor’s degree
- Location – Bangalore, Mumbai, Hyderabad
- Experience – Relevant Experience
JOB DESCRIPTION
Portfolio Analyst
Team is looking for a professional to provide support to the R&D team testing and operational needs. The ideal candidate can understand market and portfolio data and investigate investment outcomes. Ensure that portfolios are positioned in accordance with investment strategies and views, and organizational and infrastructure capabilities are in place to support the portfolio management process. The candidate will be motivated, a problem solver, and an effective team player looking to make an impact.
Client Data Specialist- KYC
As a Client Data Specialist within our KYC/AML team, you will be responsible for understanding and implementing KYC standards, guidelines, policies, and procedures. You will handle and maintain confidential client documentation, collect and verify confidential client data, and review client data/processes to meet firm-wide quality standards. This role provides an opportunity to engage with the Middle office and be part of KYC/AML interactions, offering a challenging and rewarding environment for growth and development.
Roles and Responsibilities:
Portfolio Analyst
- Work with quantitative researchers and developers to support the evolution of its investment algorithms and the refinement of the research data, back-testing, simulation, and data visualization platforms.
- Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives.
- Setup, run and monitor historical & forward-looking simulations.
- Create reports using Excel, Tableau, and other tools.
Client Data Specialist- KYC
- Understand and implement of KYC standards, guidelines, policies, and procedures.
- Handle and maintain confidential client documentation.
- Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP), Minimum Due Diligence (MDD),
- Enhanced Due Diligence (EDD), Local Due Diligence (LDD), Specialized Due Diligence (SpDD) and Product Due Diligence requirements (PDD)
- Review of client data/processes to meet firm wide quality standards
Basic Qualifications:
Portfolio Analyst
- Bachelor’s degree in accounting/finance/economics
- Interest in pursuing CFA and/or FRM
- Working knowledge in PowerPoint, Word and Excel
- Passion for financial markets and the investment management process.
- Strong verbal and written communication skills
Client Data Specialist- KYC
- Bachelor’s Degree or Graduate Degree.
- Knowledge of KYC is essential with at least 2 years’ experience (Audit, Control, Risk, AML, and Research may also be areas of experience)
- Strong research, analytical and comprehension skills, with ability to analyze large amounts of data
- Client focused with great customer engagement skills
- Experience in adhering to controls and compliance standards
Apply link
For Portfolio Analyst – CLICK HERE
For Client Data Specialist- KYC – CLICK HERE
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