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Associate Ii, Performance Analytics

Company

JPMorgan Chase & Co.

Address Boston, MA, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-07-20
Posted at 10 months ago
Job Description
As a client service associate, you will be responsible for the provision of performance measurement and/or risk management analysis to institutional and/or asset management clients. Your role will require you to interpret and communicate return and risk reporting information to clients and internal partners. You will provide their assigned clients a comprehensive view of the portfolio's overall composition and performance results on an absolute and relative basis. You will help determine key factors that improve performance and compare results to peer groups and universes with the ability to provide a detailed picture of structural characteristics and performance attribution at the plan, equity and fixed-income level. You will be expected to generate and interpret various equity and fixed income performance and risk measurement analytics; obtain data and analysis in accordance with established procedures and create spreadsheet macros and develop reports for clients. You will interface with clients on day to day reporting requests.


Job Responsibilities


  • Resolve issues relating to daily performance measurement and daily attribution
  • Participate in RFPs and client meetings as required
  • Partner with Client Service to help change client behavior where required
  • Acts as a resource and representative for the performance group internally and externally
  • Establish and maintain relationships with all key partners to help streamline the core operations processing through people, process & technology changes
  • Interpret and write commentary on performance results and calculate rates of return
  • Partner with Product Development and Technology to help automate/streamline operations processes which enhance client experience and build scalability into the business


Required Qualifications, Capabilities, And Skills


  • Positive attitude with a willingness to work hard and be on a steep learning curve
  • 5-7 years experience working in a performance and/or accounting environment preferred
  • Must have good communications skills and be a team player
  • Attention to detail with demonstrated problem solving ability
  • Must have a willingness to work on and learn new software applications
  • Excel proficiency a must
  • BA/BS or equivalent preferably in business/finance or mathematics


Preferred Qualifications, Capabilities, And Skills


  • MBA, CFA, CIPM
  • Familiarity with performance/risk applications and GIPS benchmark composition


JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.


We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.


As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.


Equal Opportunity Employer/Disability/Veterans