Portfolio Performance & Insights Analyst

J.P. Morgan

New York (NY)

In loco

USD 100.000 - 140.000

Tempo pieno

10 giorni fa

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Vantaggi offerti da questo lavoro

Health insurance
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Descrizione del lavoro

JPMorgan Chase is seeking a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG) to lead performance measurement, data validation, and portfolio analytics for external clients. You will deliver independent analyses, prepare reports, and support front-office advisors with client inquiries while aligning with legacy and modern performance platforms.

You will collaborate with stakeholders across wealth management, technology, and risk to enhance performance tools, provide

Competenze

  • 3+ years in performance measurement or related projects.
  • Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or equivalent.
  • Analytical researcher capable of handling complex datasets.
  • Quantitative analyst comfortable with performance methodologies and risk measures.
  • Strong written and verbal communication across organizational levels.

Mansioni

  • Own performance measurement and data validation for external clients.
  • Provide independent analysis and thought leadership for internal stakeholders.
  • Prepare performance reporting, rate-of-return calculations, and attribution analyses.
  • Support front-office advisors with client inquiries and portfolio analytics.
  • Contribute to strategic performance technology projects and requirements.

Conoscenze

Performance measurement
Data validation
Portfolio analytics
Quantitative analysis
Communication skills

Formazione

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

Strumenti

Mainframe systems
Performance analytics software
Connect Wealth platform

Descrizione del lavoro

JPMorgan Chase is seeking a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG) to lead performance measurement, data validation, and portfolio analytics for external clients. You will deliver independent analyses, prepare reports, and support front-office advisors with client inquiries while aligning with legacy and modern performance platforms.

You will collaborate with stakeholders across wealth management, technology, and risk to enhance performance tools, provide

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