Senior Associate: Investment Performance & Risk Analytics

J.P. Morgan; Boston (MA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Customer Success Senior Associate to support institutional client reporting and analytics. You will prepare and deliver reporting outputs, resolve inquiries, and coordinate change requests with internal teams.

You will help onboarding activities and contribute to process improvements to enhance reporting workflows. You will work with operations and analytics teams to ensure accuracy, timeliness, and compliance with controls while supporting client-facing

Qualifications

• Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or a related discipline.
• 2+ years of relevant financial analysis experience in financial services.
• Experience analyzing large datasets to identify drivers, exceptions, and root causes.
• Proficiency in Microsoft Excel, including building and maintaining structured templates.
• Knowledge of investment performance concepts such as returns, fees, cash flows, and dividends.
• Ability to explain performance and attribution drivers to non-technical stakeholders using clear, structured communication and ability to manage multiple priorities and deliver accurate work within defined timelines.
• Experience following documented processes and controls in an operations or reporting environment.

Responsibilities

• Deliver periodic investment performance reports, including attribution, contribution, and risk analysis outputs
• Implement client reporting change requests by documenting requirements and coordinating updates through the delivery process
• Respond to client questions related to reporting deliverables and data used in the reporting workflow
• Partner with internal stakeholders to investigate data issues, reconcile differences, and communicate outcomes clearly
• Support new client onboarding activities by preparing initial reporting setups and validating outputs
• Maintain and update client reporting templates and supporting documentation to promote accuracy and repeatability
• Perform quality checks and exception reviews to help ensure reports meet agreed timelines and standards
• Follow established controls and procedures that address key operational risks
• Contribute to projects and non-business-as-usual work that improves processes, tools, or controls
• Coordinate day-to-day communication across teams to keep reporting activity on track

Skills

Financial analysis

Excel proficiency

Communication

Data analysis

Prioritization

Education

Bachelor’s degree in Accounting, Mathematics, Economics, Statistics, Finance, or related

Job description

JPMorgan Chase & Co. is seeking a Customer Success Senior Associate to support institutional client reporting and analytics. You will prepare and deliver reporting outputs, resolve inquiries, and coordinate change requests with internal teams.

You will help onboarding activities and contribute to process improvements to enhance reporting workflows. You will work with operations and analytics teams to ensure accuracy, timeliness, and compliance with controls while supporting client-facing