Portfolio and Performance Analyst - Associate at JPMorgan Chase, Brooklyn, NY
Portfolio and Performance Analyst - Associate at JPMorgan Chase in Brooklyn, NY. Apply with swipeandhired.
Join J.P. Morgan Asset & Wealth Management’s (JPMWM) Portfolio Analysis Group (PAG) and help shape how clients and colleagues understand investment performance. You’ll deliver independent analysis and thought leadership across portfolio measurement, attribution, risk, and competitive insights. Partnering with advisors, business teams, and technology colleagues, you’ll improve reporting, strengthen processes, and help develop innovative solutions for Wealth Management.
As a Portfolio and Performance Analyst Associate, you will support portfolio analytics and performance measurement for J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM). You’ll own and enhance account and composite workflows, validate performance processes, and deliver accurate, timely analysis—including returns, attribution, risk, and strategy-versus-benchmark insights. You’ll respond to advisor and client inquiries, collaborate with business and technology partners, and contribute to strategic projects that improve reporting, data quality, and the group’s service offering.
Job Responsibilities:
- Own responsibilities for JPMWM 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 JPMWM 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:
- 2+ years of relevant experience in performance measurement 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
- Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation with a passion for the investments business and financial markets
- Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders
- Confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment