Portfolio & Performance Analyst

J.P. Morgan Chase & Co.; Newark (DE); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

JPMorganChase is seeking a Portfolio & Performance Analyst in the Portfolio Analysis Group to handle performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and act as a subject-matter expert for portfolio managers, advisors, and senior management.

The role involves performance reporting, rate-of-return calculations, risk analytics, and account analysis across legacy systems as JPMorgan Chase Wealth Management integrates

Formación

• Requires 3+ years of experience in performance measurement.
• Bachelor’s degree in Finance, Economics, Mathematics, CS, or similar.
• Analytical researcher able to investigate and analyze complex datasets.
• Quantitative analyst with knowledge of performance measurement methodologies and risk measures.

Responsabilidades

• Own JPMWM account servicing and ensure performance accuracy in legacy platforms.
• Collaborate with partners to ensure performance figures are accurate and timely.
• Create high-value outputs in portfolio analytics, risk statistics, and benchmark analytics.
• Respond to inquiries from front-office advisors with detailed analyses and reports.
• Contribute to group-wide strategic performance tech projects and document business requirements.
• Assist in writing tests and documentation for strategic PAG projects.

Conocimientos

Performance measurement

Analytics

Communication

Risk analysis

Educación

Bachelor's degree in Finance

Herramientas

Mainframe systems

GIPS

Descripción del empleo

• Job Category Performnc Measurmnt & Analysis
• Business Unit Asset & Wealth Management
• Posting Date 10/30/2026, 04:00 AM
• Locations 500 Stanton Christiana Rd, Newark, DE, 19713, US 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US
• Job Schedule Full time

Job Description

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, runningUser-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

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

Preferred qualifications, capabilities, and skills

• Experiencedperformance measurement professional with 3+ years of relevant project and performance experience.
• Qualifiedwith a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.
• Analyticalandquantitative, able to research complex datasets and apply formulas, performance methodologies, and risk measures.
• Knowledgeablein GIPS and composite practices, with CIPM/CFA path.
• Familiarwith securities operations, trade processing, mainframe accounting systems, and performance system architecture.
• Well-versedin wealth management businesses/products andpassionateabout investments and financial markets.
• Communicativeandself-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.

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. 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

About the Team

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.