Portfolio & Performance Analytics for Wealth Management

JPMorgan Chase; New York (NY); In loco; USD 67.000 - 120.000; Tempo pieno

Descrizione del lavoro

JPMorganChase is seeking a Portfolio & Performance Analyst to support performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and leadership across stakeholders, including portfolio managers, advisors, and senior management.

You will handle performance reporting, rate-of-return calculations, attribution, risk analytics, and client inquiries, while supporting legacy systems integration and strategic platform initiatives.

Competenze

• Experienced performance measurement professional with 3+ years of relevant experience.
• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline.
• 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.
• Knowledge of GIPS and composite practices; CIPM/CFA path is preferred.

Mansioni

• Own responsibilities for JPMorgan Wealth Management performance measurement and reporting.
• Collaborate with partners to ensure accurate performance figures and timely delivery.
• Develop new high value-added outputs in portfolio analytics and risk statistics.
• Respond to front-office inquiries with detailed account-level analyses.
• Assist in requirements gathering and testing for strategic performance projects.
• Contribute to Connect Wealth platform initiatives and data quality improvements.

Conoscenze

Performance measurement

Data analysis

Communication

Quantitative analysis

Formazione

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

Descrizione del lavoro

JPMorganChase is seeking a Portfolio & Performance Analyst to support performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and leadership across stakeholders, including portfolio managers, advisors, and senior management.

You will handle performance reporting, rate-of-return calculations, attribution, risk analytics, and client inquiries, while supporting legacy systems integration and strategic platform initiatives.