Investment Performance Analysis Manager – Products & Platform Team – based in Geneva recruitment

J.P. Morgan Chase Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury Securities Services, Asset Management, Retail Financial Services and Card Services.

The private banking division of J.P. Morgan Chase Co. is part of the Asset Management business segment. It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world. With assets under management of $1.3 trillion, it is one of the largest asset and wealth managers in the world.

A Swiss regulated affiliate of the J.P. Morgan Chase Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of private banking and asset management services, employing more than 750 people at both its Geneva headquarters and Zurich branch.

An exciting opportunity has arisen for an experienced Investment Performance Analysis Manager to join the Products Platform team in Geneva.

Team Overview:

The Private Bank Products Platform Team's functions include product development, development of trading and analytical tools, and project management within the Global Investments business with a focus on delivering strategic, high impact products and applications for the Private Banking business. The Team works closely with Front Office representatives (mainly Investors, but also Bankers, Analysts and CSS) based in EMEA, Asia and Latam to ensure they have all the products and tools they need to service their clients.

The International Private Bank Performance team is part of the Product and Platform team within the Private Bank and has representatives in Geneva, London and Asia. The Performance Team is responsible for providing an objective overview and in-depth analysis of portfolio performance to clients across EMEA, Latin America and Asia. This is achieved through the delivery of various analytical products to clients such as performance measurement, attribution analysis, risk analysis and reporting.

As part of the team you will manage a team of performance analysts specifically focusing on servicing the requirements of our EMEA and Latin America based clients through the timely and accurate delivery of investment performance reports. In this role you will be the subject matter expert for performance analysis, applications and reports. It is expected that you will work closely with portfolio managers, product specialists and relationship managers. 

Responsibilities:

• Managing a team of performance analysts

• Ownership of performance analysis and reporting for the Hedge Fund Advisory portfolios

• Managing the daily and monthly schedule across the team, including data validation, coordinating and prioritizing analysis requests from clients and investors

• Providing accurate responses to performance related queries and explaining performance results to clients

• Interacting with Senior Management, Investors, Bankers and Asset Class Leaders to ensure performance results are understood and are assisting with the investment process

• Providing senior management with internal control reporting to understand the key drivers in client performance and monitor portfolio dispersion

• Producing attribution analysis for clients and explain the results

• Contributing to the ongoing research initiatives of the team with relevance to operational efficiency, performance methodology and industry performance standards such as GIPS

• Coordinating and delivering training on performance methodology and best practice to users, including new joiner performance training program

• Liaising within the Performance team, Investment Reporting, Technology, Risk, Compliance, Middle-Office and Core Operations to solve any issues that may arise and escalating where appropriate

Skills required: