Portfolio Performance & Attribution Lead

JPMorgan Chase & Co.; Metro Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

JPMorgan Chase & Co. in Manila is seeking a Portfolio Analysis Analyst to lead day-to-day performance and attribution reporting, partnering with technology, compliance, and controls stakeholders to improve reporting standards and accuracy.

You will guide a high-performing team, ensure data quality, and drive scalable processes with a risk-aware mindset. Strong Excel/PowerPoint and communication skills are essential.

Qualifications

• Minimum of 3 years of experience in performance reporting, attribution, investment operations, analytics, or a related field.
• Ability to work independently, set priorities, and deliver results under tight time frames and pressure.
• Strong analytical skills, including the ability to document and communicate complex (including quantitative) requirements clearly.
• Strong interpersonal, communication, listening, and writing skills.

Responsibilities

• Lead day-to-day performance measurement and attribution processes across global asset classes, including equity, fixed income, and multi-asset strategies.
• Deliver monthly client and fund performance reporting, ensuring timely and accurate production of performance metrics.
• Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes.
• Validate and reconcile investment account returns to ensure data integrity, completeness, and traceability.
• Maintain and enhance performance measurement databases and systems to meet evolving reporting needs.
• Implement and execute data quality controls and procedures to reduce reporting risk and errors.
• Analyze changes in performance and attribution results, quantify drivers, and communicate findings to senior stakeholders.
• Monitor data quality by comparing computations from different sources (for example, internal versus external).
• Provide ad hoc data research and analysis to support business questions and reporting requests.
• Support regulatory, controls, and governance deliverables, including documentation and evidence as required.
• Contribute to strategic initiatives by defining business requirements, identifying key milestones and risks, and supporting testing activities as needed.

Skills

Performance reporting

Attribution

Investment operations

Analytical skills

Communication

Stakeholder management

Team collaboration

Problem solving

Excel/PowerPoint proficiency

Tools

Microsoft Excel

PowerPoint

Job description

JPMorgan Chase & Co. in Manila is seeking a Portfolio Analysis Analyst to lead day-to-day performance and attribution reporting, partnering with technology, compliance, and controls stakeholders to improve reporting standards and accuracy.

You will guide a high-performing team, ensure data quality, and drive scalable processes with a risk-aware mindset. Strong Excel/PowerPoint and communication skills are essential.