Customer Success Senior Associate Performance & Risk Analytics

JPMorganChase; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. is seeking a Customer Success Senior Associate to support institutional client reporting within our investment reporting and analytics team.

You will help prepare and deliver performance reports, including attribution, contribution, and risk analysis, and coordinate change requests. The role requires collaboration with operations and analytics, attention to controls, onboarding support, and ongoing enhancements to reporting workflows.

Qualifications

• Bachelor's degree in a relevant field with strong numerical aptitude.
• 2+ years of financial analysis experience in financial services.
• Experience analyzing large datasets to identify drivers and root causes.

Responsibilities

• Deliver periodic investment performance reports including attribution and risk analysis.
• Document and coordinate client reporting change requests through delivery.
• Respond to client questions related to reporting deliverables and data.
• Collaborate with internal stakeholders to investigate data issues and reconcile differences.
• Support onboarding activities and validate initial reporting outputs.
• Maintain and update reporting templates and supporting documentation.
• Perform quality checks to ensure timely and accurate reports.
• Follow controls addressing operational risks and contribute to process improvements.
• Coordinate day-to-day communication across teams to keep reporting on track.

Skills

Financial analysis experience

Communicates with stakeholders

Large-dataset analysis

Attention to processes & controls

Prioritization & multi-tasking

Education

Bachelor's degree in Accounting, Mathematics, Economics, Statistics, Finance, or related discipline

Tools

Microsoft Excel

Job description

Job Description

Help clients understand what is driving investment results by delivering clear, reliable performance and risk reporting. In this role, you will partner with teams across operations and analytics to solve reporting challenges and improve client outcomes. You will contribute to a service-first culture that values precision, ownership, and continuous improvement. If you enjoy working with data, processes, and stakeholders, this role offers meaningful impact and growth.

As a Customer Success Senior Associate within our investment reporting and analytics team, you will support the preparation and delivery of institutional client reports and help resolve reporting-related inquiries. You will coordinate with internal partners to complete client change requests, support onboarding activities, and contribute to projects that enhance the reporting workflow. You will also follow established controls to help manage operational risk.

Job responsibilities

• Deliver periodic investment performance reports, including attribution, contribution, and risk analysis outputs
• Implement client reporting change requests by documenting requirements and coordinating updates through the delivery process
• Respond to client questions related to reporting deliverables and data used in the reporting workflow
• Partner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes clearly
• Support new client onboarding activities by preparing initial reporting setups and validating outputs
• Maintain and update client reporting templates and supporting documentation to promote accuracy and repeatability
• Perform quality checks and exception reviews to help ensure reports meet agreed timelines and standards
• Follow established controls and procedures that address key operational risks
• Contribute to projects and non–business-as-usual work that improves processes, tools, or controls
• Coordinate day-to-day communication across teams to keep reporting activity on track

Required Qualifications, Capabilities And Skills

• Bachelor's degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline
• 2+ years of relevant financial analysis experience in financial services
• Experience analyzing large datasets to identify drivers, exceptions, and root causes
• Proficiency in Microsoft Excel, including building and maintaining structured templates
• Knowledge of investment performance concepts such as returns, fees, cash flows, and dividends
• Ability to explain performance and attribution drivers to non-technical stakeholders using clear, structured communication and ability to manage multiple priorities and deliver accurate work within defined timelines
• Experience following documented processes and controls in an operations or reporting environment

Preferred Qualifications, Capabilities And Skills

• Progress toward or completion of a relevant postgraduate qualification or credential (for example, investment performance measurement or finance-related certification)
• Experience in investment management, performance measurement, investment operations, or fund accounting
• Experience producing performance reporting packages such as daily/monthly performance, net-of-fees reporting, reconciliations, and security-level attribution
• Familiarity with risk reporting concepts and ex-post risk outputs
• Experience translating client reporting needs into well-documented change requests and testing outcomes
• Experience supporting client walkthroughs of reporting workflows and explaining how reports are used
• 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

About Us

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching and more

Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.