Portfolio & Performance Analysis [Multiple Positions Available]

JPMorgan Chase & Co.•New York, NY

19h•Onsite

About The Position

This role involves the construction and maintenance of product composites following GIPS guidelines, including applying appropriate account inclusion/exclusion. The position requires reviewing, analyzing, and understanding performance within deviating accounts, and producing ad hoc analyses of portfolios, market events, and other performance-related questions, including RFP responses. The successful candidate will provide accurate, timely, and comprehensive weekly/monthly dashboards, and recommend and implement ways to streamline and automate reporting processes. Collaboration with other teams across the firm is essential to drive change and provide value. The role also includes assisting with performance verifications and other audit/control activities, and utilizing expertise in new product creation to aid in requirement writing and development for an internal composite engine.

Requirements

Master's degree in Statistics, Economics, Finance or related field of study plus one (1) year of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation.
Alternatively, a Bachelor's degree in Statistics, Economics, Finance or related field of study plus three (3) years of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation.
One (1) year of experience with performance measurement methodologies including daily time-weighted returns and Modified Dietz.
One (1) year of experience with multi-asset products and portfolio management theories.
One (1) year of experience utilizing statistical data analysis for composite reviews including standard deviation, max drawdown, Share ratio, information ratio, and Sortino ratio.
One (1) year of experience with dispersion analysis and composite criteria.
One (1) year of experience performing data manipulation, data structuring, data design flow and query optimization using programming language including SQL and Python.
One (1) year of experience automating manual processes using tools including Alteryx and VBA.
One (1) year of experience with mainframe accounting systems and performance system architecture.
One (1) year of experience analyzing data sets.
One (1) year of experience in requirement gathering and project management including JIRA for technology releases via sprint cycles.
One (1) year of experience designing and developing PowerPoint presentations and Excel reports with advanced functionalities including lookup, index match, data analysis add-ons, pivots, and VBA.
One (1) year of experience analyzing, mapping, and documenting business processes to ensure accuracy and completeness in Standard Operating Procedures.

Responsibilities

Construction and maintenance of product composites following GIPS guidelines.
Applying appropriate account inclusion/exclusion to all composites.
Review, analyze, and understand performance within deviating accounts.
Produce ad hoc analyses of portfolios, market events, and other performance-related questions, including RFP responses.
Provide accurate, timely, and comprehensive weekly/monthly dashboards.
Recommend and implement ways to streamline and automate reporting processes.
Work closely with other teams across the firm to drive change and provide value.
Assist team in performance verifications and other audit/control related activities.
Use expertise in new Product creation to help with requirement writing and development for an internal composite engine.