Portfolio & Performance Analysis Associate

Looking for an opportunity to transform your operating environment and take your career to the next level? Join our team! Our role provides exposure to the breadth of services and products across Asset Management, giving you the chance to identify problems, improve scale with automation tools, and enhance the client experience. Don't miss out on the chance to empower yourself and make a difference.

As a Portfolio & Performance Analysis Associate within the Equities team, you will be responsible for overseeing a broad spectrum of performance measurement & attribution calculations and creating solutions for a new and growing product.  You will provide the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others.

Job responsibilities 

• Oversee a broad spectrum of performance measurement & attribution calculations
• Monitor data quality and performing compares between computations from different sources
• Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists
• Lead initiatives to create solutions to our complex client demands and challenges, and to continuously improve the infrastructure and control environment
• Create reporting solutions across multiple regional offices
• Partner with aligned technology team, to implement best-in-class solutions for stakeholders

Required qualifications, capabilities, and skills 

• 4+ years’ experience in field of performance measurement and attribution with advanced understanding of Equity products
• Thorough understanding of Asset Management products and clients, as well as portfolio accounting principles, and performance and attribution methodologies.
• High-level experince working on transformation projects involving performance measurement and attribution.
• Quantitative skills with proven cognitive and problem-solving capabilities
• Impressive communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders
• Effective relationship management skills to build sustainable and productive alliances across matrix organizations 

Preferred Qualifications, Capabilities and Skills 

• Advanced MS Excel skills
• Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner 

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans