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Jp Morgan Private Bank Work Values
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Daily Duties at Jp Morgan Private Bank:
Multi-Manager Due Diligence Analyst – JPMorgan Private Bank • Managed information between bankers and third-party portfolio managers regarding portfolio analysis and manager information. • Participated in account meetings, manager meetings in addition to quarterly performance reviews. • Wrote product reviews to identify product adherence to investment objectives and processes and to identify potential issues. • Utilized Barra, Vestek, and Mobius (M-Search) for risk analysis, holdings-based attribution and returns-based style analysis. • Maintained and further developed comprehensive, monthly and quarterly performance reporting on third party managers.
What they like about Jp Morgan Private Bank:
You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.
Tags
Due Diligence, MPI, Zephyr, PerTrac, FactSet, Wilshire Atlas, MSCI Barra, Morningstar Principia Pro, Vestek, Security APL, Bloomberg, PSN, eVestment, HFRI
Skills
Time Management, Detail Oriented, Variance Analysis, Reconciliation, Financial Accounting, Statistical, Report Writing, P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Leadership
Information about Jp Morgan Private Bank
Company Rank: 3.0 out of 5
Average length of employment : 1 year
Average salary of employees: $90,000
These are some of the questions we asked our climbers about their experiences with Jp Morgan Private Bank:
05| | ||
Were your performance expectations clearly communicated? | 3.0 |
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Were you recognized for meeting or exceeding expectations? | 4.0 |
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Did you feel like your personal contribution was important? | 3.0 |
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Was your career path clearly outlined and discussed? | 3.0 |
03| | ||
I would recommend this as a place of employment. | 2.0 | |
I believe in the purpose of this organization. | 3.0 | |
I would work for this organization again. | 2.0 | |
I feel employees are fairly compensated. | 3.0 |
Climbers who worked at Jp Morgan Private Bank had these interests:
Blogs | |
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Long or Short Capital http://longorshortcapital.com |
It's not really work related, but if anyone can find humor in finance, it's this site (though often the humor may be blue). |