Portfolio Performance & Analytics Specialist

JPMorgan Chase

Newark (DE)

In loco

USD 90.000 - 130.000

Tempo pieno

11 giorni fa

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Descrizione del lavoro

JPMorgan Chase is seeking a Portfolio & Performance Analyst to join the Portfolio Analysis Group (PAG). You will handle performance measurement, data validation, and portfolio analytics for external clients, providing independent analysis and thought leadership for internal stakeholders, including portfolio managers, advisors, sales & marketing, and senior management.

You will support front-office Advisors with ad hoc client inquiries, including detailed account-level analysis, and collaborate

Competenze

3+ years of performance measurement experience
Knowledge of GIPS and composite practices, CIPM/CFA path preferred
Experience supporting front-office and risk/controls teams

Mansioni

Own responsibilities for JPMorgan 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
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 Roll 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