Asset Management - Portfolio And Performance Analyst

JPMorganChase; Philippines; On-site; PHP 500,000 - 900,000; Full time

Job summary

JPMorganChase is seeking a Portfolio and Performance Analyst to support day-to-day performance measurement, attribution reporting, and analysis while advancing a consistent global approach.

You will partner with technology, compliance, and controls stakeholders to improve data quality, governance, and implement strategic solutions, helping build a center of excellence across reporting.

Qualifications

• 3 years of overall work experience, including at least 1 year in performance measurement, attribution, or related reporting.
• Ability to prioritize work independently and meet tight deadlines.
• Clear documentation and communication of quantitative business requirements.

Responsibilities

• Support day-to-day performance measurement and attribution reporting across multiple asset classes.
• Deliver monthly fund and client performance reporting with focus on timeliness and accuracy.
• Apply standard performance calculation methodologies to ensure consistent reporting outcomes.
• Validate and reconcile investment returns and inputs to ensure data integrity.
• Monitor data quality by comparing results across sources and investigating variances.

Skills

Excel

PowerPoint

Analytical skills

Stakeholder communication

Cross-functional collaboration

Job description

Job Description:

Make performance reporting more consistent, scalable, and impactful. In this role, you will support a team that delivers trusted results to investment stakeholders and clients. You will help strengthen controls, improve data quality, and elevate how insights are communicated. You will partner across functions to drive process enhancements and strategic change. Your work will help teams make better decisions with confidence.

Job summary

As a Portfolio and Performance Analyst in the Performance and Attribution Reporting team, you will support day-to-day delivery of performance measurement, attribution reporting, and analysis while advancing a consistent global approach. You will partner with technology, compliance, and controls stakeholders to improve data quality, strengthen governance, and implement strategic solutions. You will help build a center of excellence that improves efficiency, transparency, and consistency across reporting.

Job responsibilities

• Support the team’s day-to-day performance measurement and attribution reporting activities across multiple asset classes
• Deliver monthly fund and client performance reporting with a focus on timeliness, accuracy, and consistency
• Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes
• Validate and reconcile investment account returns and related inputs to ensure completeness and data integrity
• Monitor data quality by comparing results across sources and investigating breaks and variances
• Implement and maintain data quality controls and procedures to mitigate operational risk in performance reporting
• Analyze and quantify changes in performance attribution and clearly communicate drivers and impacts to stakeholders
• Present performance and attribution insights to senior stakeholders and facilitate working discussions as needed
• Maintain and enhance performance measurement systems and databases to support evolving reporting requirements
• Define business requirements, support test planning, and coordinate user acceptance and production testing activities
• Support controls, regulatory deliverables (as applicable), and ad hoc analysis and projects aligned to business priorities

Required qualifications, capabilities and skills

• 3 years of overall work experience, including at least 1 year in performance measurement, performance attribution, investment reporting, or a closely related role
• Experience prioritizing work independently and delivering outcomes under tight deadlines
• Strong analytical skills and ability to document and communicate quantitative and complex business requirements clearly
• Experience partnering effectively with technology teams to translate requirements into implemented solutions
• Strong written and verbal communication skills, including experience presenting to groups and leading discussions
• Experience working effectively with stakeholders across levels of seniority and across geographies
• Proficiency in Microsoft Excel and Microsoft PowerPoint

Preferred qualifications, capabilities and skills

• Advanced Microsoft Excel skills (for example, pivot tables, lookups, and structured data analysis)
• Experience with portfolio performance reporting and investment products
• Project delivery experience supporting process improvement, controls, or technology change
• Certified Public Accountant (CPA)
• Japanese language proficiency
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.