About this role
Make an impact by leading the day-to-day performance and attribution reporting process and improving how results are delivered and understood. You'll partner closely with cross-functional teams to strengthen data quality, governance, and reporting standards. This role offers a chance to guide a high-performing team and drive consistent, scalable processes. If you enjoy solving complex problems and communicating insights clearly, we'd like to meet you.
Job summary
As a Portfolio Analysis Analyst in the Portfolio Analysis Group, you will lead the day-to-day performance and attribution reporting and analysis process. You will partner with technology, compliance, and controls stakeholders to implement strategic solutions that improve reporting standards, accuracy, and efficiency. You will help the team operate as a center of excellence with a consistent approach and strong risk and control mindset.
Job responsibilities
Lead day-to-day performance measurement and attribution processes across global asset classes, including equity, fixed income, and multi-asset strategiesDeliver monthly client and fund performance reporting, ensuring timely and accurate production of performance metricsApply industry-standard performance calculation methodologies and tools to support consistent reporting outcomesValidate and reconcile investment account returns to ensure data integrity, completeness, and traceabilityMaintain and enhance performance measurement databases and systems to meet evolving reporting needsImplement and execute data quality controls and procedures to reduce reporting risk and errorsAnalyze changes in performance and attribution results, quantify drivers, and communicate findings to senior stakeholdersMonitor data quality by comparing computations from different sources (for example, internal versus external)Provide ad hoc data research and analysis to support business questions and reporting requestsSupport regulatory, controls, and governance deliverables, including documentation and evidence as requiredContribute to strategic initiatives by defining business requirements, identifying key milestones and risks, and supporting testing activities as needed Required qualifications, capabilities and skills
Minimum of 3 years of experience in performance reporting, attribution, investment operations, analytics, or a related fieldAbility to work independently, set priorities, and deliver results under tight time frames and pressureStrong analytical skills, including the ability to document and communicate complex (including quantitative) requirements clearlyStrong interpersonal, communication, listening, and writing skillsDemonstrated ability to present to groups and lead discussions with diverse stakeholdersAbility to communicate effectively with all levels of personnel, including senior stakeholdersAbility to work effectively as part of a globally integrated teamAction-oriented mindset with a focus on results and continuous improvementHighly motivated, proactive, and self-starting approachProficiency in Microsoft Excel and PowerPoint Preferred qualifications, capabilities and skills
Advanced Microsoft Excel skillsExperience with portfolio performance and attribution reporting and/or investment productsProject management experienceCertified Public Accountant (CPA)Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.