Portfolio & Performance Analysis Jobs

As a J.P. Morgan Asset & Wealth Management's Portfolio Analysis Group ("PAG") with J.P. Morgan Advisors (JPMA) and Chase Wealth Management (CWM), you will be responsible for performance measurement and portfolio analytics for external clients. You will serve as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management.

As an analyst, you will run analysis and activities which include, but are not limited to, rate-of-return calculations, return attribution, risk analytics, competitive analysis and account analysis and construction. In this role, you will be instrumental in helping external clients understand drivers of performance in their portfolios and internally measure the effectiveness of JPWM's products and strategies.

Job Responsibilities

Portfolio Analysis Group seeks is seeking an Associate in our Brooklyn, NY office. As an analyst, you will focus primarily on supporting the Wealth Management line of business in expanding the performance and portfolio analytics capabilities of the team while building out the set of functions specific to Wealth Management within the Portfolio Analysis Group. Key responsibilities will include:

• Primary ownership responsibilities for JPM-WM Account Workflow, creating best practices, optimizing processes, examining current constructions with rigor, etc/ Contribute on short-term, medium-term and longer-term strategic projects that focusing on improving the PAG's service offering and data quality.
• 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 ( B usiness- A s- U sual)
• Acclimate and participate in PAG's new group-wide strategic performance technology projects; contribute to outline business requirements, running U ser- A cceptance- T est and Production Role out of new offerings
• Liaise with key business partners to ensure appropriate account/strategy performance; Collaborate with Tech & India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business
• 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 focusing on improving the PAG's service offering and data quality.

Required Qualifications, Capabilities, And Skills

• Interact and communicate effectively - written and verbal - throughout all organizational levels and roles
• Bachelor's degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Experienced performance measurement professional with 0-5 years of relevant experience including project experience
• Solid analytical ability to research and analyze complex data sets

Preferred Qualifications, Capabilities, And Skills

• Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
• Understanding of the various businesses/products within the wealth management space
• Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture
• Ability to confidently interact effectively with front-office personnel while working toward tight deadlines in a high-pressure environment
• CIPM/CFA or progress toward designation
• Passion for the investments business and financial markets
• Knowledge of composite practices

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

Base Pay/Salary

Brooklyn,NY $76,000.00 - $105,000.00 / year