Portfolio & Performance Analyst

J.P. Morgan; New York (NY); Presencial; USD 100.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Descripción de la vacante

JPMorgan Chase is seeking a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG) to lead performance measurement, data validation, and portfolio analytics for external clients. You will deliver independent analyses, prepare reports, and support front-office advisors with client inquiries while aligning with legacy and modern performance platforms.

You will collaborate with stakeholders across wealth management, technology, and risk to enhance performance tools, provide

Formación

• 3+ years in performance measurement or related projects.
• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or equivalent.
• Analytical researcher capable of handling complex datasets.
• Quantitative analyst comfortable with performance methodologies and risk measures.
• Strong written and verbal communication across organizational levels.

Responsabilidades

• Own performance measurement and data validation for external clients.
• Provide independent analysis and thought leadership for internal stakeholders.
• Prepare performance reporting, rate-of-return calculations, and attribution analyses.
• Support front-office advisors with client inquiries and portfolio analytics.
• Contribute to strategic performance technology projects and requirements.

Conocimientos

Performance measurement

Data validation

Portfolio analytics

Quantitative analysis

Communication skills

Educación

Bachelor’s degree in Finance, Economics, Mathematics, or Computer Science

Herramientas

Mainframe systems

Performance analytics software

Connect Wealth platform

Descripción del empleo

Bring a proven, client-focused performance measurement professional who pairs rigorous analytical and quantitative expertise with clear communication, Global Investment Performance Standards (GIPS) aligned credentials (CIPM/CFA completed or in progress), and a strong academic foundation. Passionate about markets and fluent across wealth management products, securities operations, and performance system architecture (including legacy platforms), they bridge front office, technology, and risk & controls to deliver actionable insight under tight deadlines.

As a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG), you will handle performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and thought leadership for internal stakeholders, including portfolio managers, advisors, sales & marketing, and senior management. Your work will include performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account analysis and construction. You will help clients understand portfolio performance drivers and help the firm assess the effectiveness of JPMorgan Chase Wealth Management products and strategies. You will support front-office Advisors with ad hoc client inquiries, including detailed account-level analysis, and work with First Republic Bank relationships and legacy systems as they integrate into strategic performance tools.

Job Responsibilities

• Own responsibilities for JP Morgan Wealth Management (JPMWM) Account and continuation of servicing Federal Reserve Board clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
• Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business
• Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
• Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
• Acclimate and participate in PAG’s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
• Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
• Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG’s service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering

Required qualifications, capabilities, and skills

• Experienced performance measurement professional with typically 3+ years of relevant experience, including project and performance experience.
• Qualified candidate with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited, high-quality institution.
• Analytical researcher able to investigate and analyze complex datasets.
• Quantitative analyst comfortable with formulas, performance measurement methodologies, and risk measures.
• Communicative collaborator who interacts effectively, both written and verbal, across all organizational levels and roles.

Preferred qualifications, capabilities, and skills

• Experienced performance measurement professional with 3+ years of relevant project and performance experience.
• Qualified with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.
• Analytical and quantitative, able to research complex datasets and apply formulas, performance methodologies, and risk measures.
• Knowledgeable in GIPS and composite practices, with CIPM/CFA path.
• Familiar with securities operations, trade processing, mainframe accounting systems, and performance system architecture.
• Well-versed in wealth management businesses/products and passionate about investments and financial markets.
• Communicative and self-directed, able to explain complex concepts to senior stakeholders, collaborate across teams, and deliver under tight deadlines.
• 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 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. These benefits include 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

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. Portfolio & Performance Analyst: measure, validate, and analyze client portfolios; deliver attribution, risk, reporting advisor support