Business Analyst- Portfolio and Performance Analysis

If you want to make valuable contributions to your team and expand your career and skills in Wealth Management and business operations in the financial operations world, then Portfolio & Performance Analysis within JP Morgan Chase has a great opportunity for you. In JP Morgan Wealth Management you’ll be part of the Portfolio Analysis Group (PAG) this team is responsible for new and existing composite validations, performance measurement, and portfolio analytics for external clients and you will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. 

As a Business Analyst- Portfolio and Performance Analysis in JP Morgan Advisors and Chase Wealth Management, you will be responsible for Conducting Portfolio & Performance Analysis in Wealth Management and you will run analysis and activities may include composite performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. You will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of our products and strategies and you will directly support the front-office Advisors address ad hoc client inquiries related to their investment performance by providing detailed account level analysis. You will also focus primarily on supporting the Wealth Management line of business in expanding the performance and portfolio analytics capabilities of the team while building out the set of functions specific to Wealth Management within the Portfolio Analysis Group and also maintain the line of business composite offering and work with Product to roll out new composites as needed.

Job responsibilities

• Own responsibilities for Wealth Management Account and Composite Workflow, creating best practices, optimizing processes, examining current constructions with rigor, etc./ 
• Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with Tech & India PAG team in the production of accurate and timely performance measurement figures for the Asset and Wealth Management 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)
• Validate and own the end-to-end composite performance process; support ad hoc inquiries for new composite creation
• Acclimate and participate in PAG’s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings
• 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

Required qualifications, capabilities, and skills

• Experienced performance measurement professional with 4+ years’ of relevant experience including project and performance experience
• Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
• Solid analytical ability to research and analyze complex data sets
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Interact and communicate effectively – written and verbal – throughout all organizational levels and roles

Preferred qualifications, capabilities, and skills

• Knowledge of Global Investment Performance Standards (GIPS) and composite practices
• Certificate in Investment Performance Measurement / Chartered Financial Analyst (CIPM/CFA) or progress toward designation
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
• Understanding of the various businesses/products within the wealth management space
• Passion for the investments business and finan