Portfolio & Performance Analyst at JPMorgan Chase, Newark, DE

Portfolio & Performance Analyst at JPMorgan Chase in Newark, DE. Est. up to $130k. Apply with swipeandhired.

Bring a proven, client-focused performance measurement professional who pairs rigorous analytical and quantitative expertise with clear communication, Global Investment Performance Standards (GIPS) aligned credentials (CIPM/CFA completed or in progress), and a strong academic foundation. Passionate about markets and fluent across wealth management products, securities operations, and performance system architecture (including legacy platforms), they bridge front office, technology, and risk & controls to deliver actionable insight under tight deadlines.

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 & marketing, and senior management. Your work will include 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.

Job Responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills