Portfolio & Performance Analyst

JPMorganChase • Newark, NJ

7d

About The Position

As a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG), you will handle performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and thought leadership for internal stakeholders, including portfolio managers, advisors, sales and marketing, and senior management. The work includes performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account analysis and construction. You will help clients understand portfolio performance drivers and help the firm assess the effectiveness of JPMorgan Chase Wealth Management products and strategies. You will also support front-office Advisors with ad hoc client inquiries, including detailed account-level analysis, and work with First Republic Bank relationships and legacy systems as they integrate into strategic performance tools.

Requirements

• Typically 3+ years of relevant performance measurement experience, including project and performance experience.
• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.
• Ability to investigate and analyze complex datasets.
• Quantitative proficiency with formulas, performance measurement methodologies, and risk measures.
• Effective written and verbal communication and collaboration across organizational levels and roles.

Nice To Haves

• Knowledge of Global Investment Performance Standards (GIPS) and composite practices; CIPM or CFA completed or in progress.
• Familiarity with securities operations, trade processing, mainframe accounting systems, and performance system architecture, including legacy platforms.
• Knowledge of wealth management businesses and products, and interest in investments and financial markets.
• Ability to explain complex concepts to senior stakeholders, collaborate across teams, work independently, and deliver under tight deadlines.
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve operational accuracy.

Responsibilities

• Own responsibilities for JP Morgan Wealth Management (JPMWM) accounts and continuation of servicing Federal Reserve Board clients on a legacy platform, creating best practices, optimizing processes, and rigorously examining current constructions.
• Liaise with key business partners to ensure appropriate account and strategy performance and technology development.
• Collaborate with regional technology and India PAG teams to produce accurate and timely performance measurement figures for the JPMWM line of business.
• Create opportunities for new, high-value outputs in portfolio analytics, risk statistics, and strategy-versus-benchmark analytics.
• Respond promptly to front-office financial advisors’ inquiries regarding performance reports, customized calculations, and portfolio analytics.
• Serve as a Business-As-Usual subject matter expert.
• Participate in PAG’s group-wide strategic performance technology projects, help outline business requirements, run user acceptance testing, and support production rollout of new offerings from strategic products and platforms.
• Assist with writing business requirements, testing, and preparing documentation for PAG strategic projects.
• Contribute to short-, medium-, and long-term projects that improve PAG’s service offering and data quality, including design, development, and testing of the Connect Wealth platform offering.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level