Portfolio & Performance Analyst: Wealth Analytics
JP Morgan Chase
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Descrizione del lavoro
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
Competenze
- 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.
Mansioni
- 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.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
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
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