Wealth Management, Portfolio Analytics Group, VP - Projects
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Portfolio Analysis Group (PAG) within Asset Management covers both Investment Management and Private Bank performance reporting. The Group consists of multiple global performance teams responsible for producing performance analytics for both products and clients including but not limited to rates of return, attribution analysis, risk analytics and reporting. In addition the Group is responsible for maintaining and reporting manager composite performance. The International Private Bank PAG team is a part of the global Portfolio Analysis Group and is responsible for portfolio analysis of Private Bank client portfolios and products across EMEA, Latin America and Asia.
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