Customer Success Senior Associate Performance & Risk Analytics

JPMorgan Chase; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is hiring a Customer Success Senior Associate to support institutional client reporting within our investment reporting and analytics team. You will help prepare and deliver client reports, resolve inquiries, and coordinate change requests with internal partners, while contributing to onboarding and workflow improvements.

You will follow established controls to manage operational risk and collaborate across teams to ensure accurate, timely reporting and enhanced client outcomes.

Qualifications

• Bachelor's degree required in a related discipline.
• 2+ years of financial analysis experience in financial services.
• Ability to analyze large datasets to identify drivers, exceptions, and root causes.
• Proficiency in Microsoft Excel with structured templates.
• Knowledge of investment performance concepts (returns, fees, cash flows, dividends).
• Ability to explain performance and attribution drivers to non-technical stakeholders.
• Experience following documented processes and controls in an operations/reporting environment.

Responsibilities

• Deliver periodic investment performance reports including attribution, contribution, and risk analyses.
• Implement client reporting change requests by documenting requirements and coordinating updates.
• Respond to client questions related to reporting deliverables and data used in reporting workflow.
• Partner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes.
• Support onboarding activities and initial reporting setups for new clients.
• Maintain and update client reporting templates and documentation for accuracy and repeatability.
• Perform quality checks and exception reviews to meet timelines and standards.
• Follow controls addressing key operational risks.
• Contribute to projects and non-business-as-usual work to improve processes, tools, or controls.
• Coordinate day-to-day communication across teams to keep reporting on track.

Skills

Financial analysis

Data analysis

Communication

Prioritization

Attention to detail

Education

Bachelor's degree in Accounting/Finance/ Economics/ Statistics

Tools

Microsoft Excel

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