Customer Success Manager, Vice President - Fusion Performance & Risk Analytics

JPMorgan Chase • Boston, MA

94d

About The Position

Are you ready to make a global impact in institutional investment services? Join us and help shape the future of performance and risk analytics for the world’s most sophisticated asset owners and managers. As part of our PRA Team, you’ll leverage cutting-edge technology and industry partnerships to deliver actionable insights that drive investment success. This is your opportunity to collaborate with top talent, innovate every day, and build lasting relationships with clients worldwide. As a Performance and Risk Analytics Manager in the Performance and Risk Analytics Team, you play a pivotal role in supporting institutional clients with advanced analytics and insights. You will help us deliver excellence through our integrated global platform, foster a collaborative team culture, and drive meaningful outcomes for our clients and the firm.

Requirements

• Bachelor’s degree in Finance, Mathematics, Statistics, or related field
• 10 years of experience in performance analysis, risk analytics, or investment analytics within financial services
• Strong understanding of institutional fund accounting
• Ability to analyze complex investment portfolios and communicate findings effectively
• Demonstrated leadership and relationship-building skills
• Experience working with internal and external stakeholders in a client-facing role

Nice To Haves

• Interest in or pursuit of a Master’s degree or relevant professional designations (CFA, CIPM, CAIA, FRM)
• Knowledge or use of FactSet and/or competitor platforms
• Experience with regulatory requirements and industry best practices in performance and risk analytics
• Proven ability to innovate and drive process improvements
• Strong presentation and communication skills
• Experience in cross-selling and product demonstration
• Background in building consensus and fostering collaboration

Responsibilities

• Represent PRA and the Bank at client onboardings, service reviews, due diligence meetings, and presentations, including periodic travel
• Partner with internal stakeholders to deliver a unified and compelling message to the market
• Demonstrate expertise in the investment lifecycle, including industry best practices, regulatory requirements, and emerging trends
• Conduct comprehensive performance analyses of investment portfolios, including attribution analysis, exposures, and rates of return
• Develop and maintain sustainable service relationships to ensure timely and accurate client reporting
• Identify and pursue opportunities to deepen client relationships through product demonstrations, trial subscriptions, and cross-sales
• Analyze and interpret workflow exceptions, guide third parties on remediation, and take ownership of execution plans
• Present findings in clear, audience-appropriate communications
• Lead inquiry response efforts with external stakeholders, establishing priorities and delivery timetables
• Foster a positive, growth-oriented work environment that encourages contribution and learning
• Build strong interpersonal relationships and consensus within large, complex organizations

What This Job Offers

• Education Level: Bachelor's degree