Portfolio & Performance Analyst

JPMorgan Chase & Co. • Newark, DE

8d • $66,500 - $120,000

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. Your 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 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.

The role owns account responsibilities for JPMorgan Wealth Management and continues servicing Federal Reserve Board clients on a legacy platform. It collaborates with business partners and regional technology and India PAG teams to produce accurate, timely performance measurement figures and to develop performance technology. The analyst responds to advisor inquiries as a subject matter expert, participates in strategic technology projects, helps define business requirements, and conducts user acceptance testing and production rollouts. The role also contributes to projects intended to improve PAG’s service offering and data quality, including the design, development, and testing of the Connect Wealth platform offering.

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, high-quality institution.
• Ability to investigate and analyze complex datasets.
• Comfort 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, with an 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 increase operational accuracy.
• Relevant project and performance experience of 3+ years.
• Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.

Responsibilities

• Own JPMorgan Wealth Management account responsibilities and continue servicing Federal Reserve Board clients on a legacy platform, developing best practices, optimizing processes, and rigorously examining current constructions.
• Liaise with business partners on 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 JPMorgan Wealth Management line of business.
• Create opportunities for new value-added outputs in portfolio analytics, risk statistics, and strategy-versus-benchmark analytics.
• Respond promptly to front-office financial advisor inquiries about performance reports, customized calculations, and portfolio analytics; serve as a Business-as-Usual subject matter expert.
• Participate in PAG group-wide strategic performance technology projects and contribute to business requirements, user acceptance testing, and production rollout of new offerings.
• Assist with writing business requirements, testing, and preparing documentation for PAG strategic projects.
• Contribute to short-, medium-, and long-term strategic projects to improve PAG service offerings and data quality, including design, development, and testing of the Connect Wealth platform.
• Perform performance measurement, data validation, portfolio analytics, performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account analysis and construction.
• Support front-office Advisors with ad hoc client inquiries, including detailed account-level analysis.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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