Portfolio & Performance Analytics Lead (GIPS/CIPM/CFA)

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Portfolio & Performance Analyst within the Portfolio Analysis Group (PAG) in Wisconsin.

The role focuses on performance measurement, data validation, and portfolio analytics for external clients, delivering independent analysis and thought leadership to stakeholders across advisory, sales, and management. You will support front-office advisors with ad hoc inquiries, manage rate-of-return calculations, attribution, and risk analytics, and work with legacy systems

Qualifications

• 3+ years of experience in performance measurement or related field.
• Bachelor’s degree in Finance, Economics, Mathematics, or Computer Science from a reputable institution.
• Analytical researcher capable of investigating and analyzing complex datasets.
• Quantitative analyst comfortable with performance measurement methodologies and risk measures.
• Excellent written and verbal communication across organizational levels.

Responsibilities

• Own JPMWM account performance servicing and legacy platform continuity.
• Collaborate with regional Tech & India PAG teams to produce accurate performance figures.
• Develop high value outputs in portfolio analytics and risk statistics.
• Respond to front-office inquiries with detailed performance reports and analyses.
• Participate in group-wide strategic performance technology projects and gather business requirements.
• Assist in writing requirements, testing, and producing documentation for strategic projects.
• Contribute to short-, medium-, and long-term PAG initiatives, including Connect Wealth platform work.

Skills

Performance measurement

Data analysis

Quantitative analysis

Communication

Cross-functional collaboration

Problem solving

Education

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

Tools

Mainframe systems

Job description

JPMorgan Chase & Co. is seeking a Portfolio & Performance Analyst within the Portfolio Analysis Group (PAG) in Wisconsin.

The role focuses on performance measurement, data validation, and portfolio analytics for external clients, delivering independent analysis and thought leadership to stakeholders across advisory, sales, and management. You will support front-office advisors with ad hoc inquiries, manage rate-of-return calculations, attribution, and risk analytics, and work with legacy systems