Portfolio Analytics & Performance Reporting Lead

Next Frontier Capital

Metro Manila

On-site

PHP 520,000 - 780,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

JPMorganChase seeks a Portfolio Analysis Analyst to lead day-to-day performance and attribution reporting and analysis. You will partner with technology, compliance, and controls stakeholders to improve reporting standards, accuracy and efficiency.

You will help the team operate as a center of excellence with a strong risk and governance mindset, delivering consistent, scalable processes across global asset classes.

Qualifications

  • Minimum of 3 years of experience in performance reporting or related field.
  • Strong analytical skills and ability to document complex requirements.
  • Excellent communication and stakeholder management abilities.
  • Ability to work independently and meet tight deadlines.
  • Proficiency in Excel and PowerPoint is essential.

Responsibilities

  • Lead day-to-day performance measurement and attribution processes across asset classes.
  • Deliver monthly client and fund performance reporting with accuracy.
  • Apply standard performance methodologies and tools for consistent reporting.
  • Validate investment returns and ensure data integrity and traceability.
  • Maintain performance databases and implement data quality controls.
  • Analyze changes, quantify drivers, and communicate findings to stakeholders.
  • Monitor data quality across internal and external sources.
  • Provide ad hoc data research and support regulatory and governance deliverables.
  • Contribute to strategic initiatives by defining requirements and milestones.

Skills

Advanced Excel
PowerPoint
Analytical skills
Written communication
Stakeholder management
Independent work
Global collaboration

Education

CPA

Job description

JPMorganChase seeks a Portfolio Analysis Analyst to lead day-to-day performance and attribution reporting and analysis. You will partner with technology, compliance, and controls stakeholders to improve reporting standards, accuracy and efficiency.

You will help the team operate as a center of excellence with a strong risk and governance mindset, delivering consistent, scalable processes across global asset classes.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Portfolio Analytics Associate - Performance & Attribution
Portfolio Analytics Associate - Performance & Attribution

JPMorganChase • Taguig

On-site
PHP 700,000 - 1,100,000
Portfolio Performance & Attribution Lead
Portfolio Performance & Attribution Lead

JPMorganChase • Metro Manila

On-site
PHP 900,000 - 1,300,000
Portfolio Performance & Attribution Analyst
Portfolio Performance & Attribution Analyst

JPMorgan Chase & Co. • Manila

On-site
PHP 1,000,000 - 1,400,000
Portfolio Performance & Attribution Lead
Portfolio Performance & Attribution Lead

Next Frontier Capital • Metro Manila

On-site
PHP 650,000 - 1,000,000
Portfolio Performance & Attribution Lead
Portfolio Performance & Attribution Lead

JPMorgan Chase & Co. • Metro Manila

On-site
PHP 600,000 - 900,000
Lead Portfolio Performance & Attribution Analyst
Lead Portfolio Performance & Attribution Analyst

JPMorganChase • Taguig

On-site
PHP 900,000 - 1,200,000
Asset Management - Portfolio Analysis Group - Analyst
Asset Management - Portfolio Analysis Group - Analyst

Next Frontier Capital • Metro Manila

On-site
PHP 520,000 - 780,000
Portfolio Analytics & Attribution Associate
Portfolio Analytics & Attribution Associate

JPMorgan Chase & Co. • Metro Manila

On-site
PHP 900,000 - 1,300,000
Portfolio Analysis Lead – Japanese Bilingual (Perf & Attribution)
Portfolio Analysis Lead – Japanese Bilingual (Perf & Attribution)

JPMorgan Chase & Co. • Metro Manila

On-site
PHP 900,000 - 1,300,000
Asset Management - Portfolio Analysis Analyst - Japanese Bilingual
Asset Management - Portfolio Analysis Analyst - Japanese Bilingual

Next Frontier Capital • Metro Manila

On-site
PHP 650,000 - 1,000,000