About this role
Turn complex mortgage servicing data into clear insights that shape valuation and pricing decisions. In this role, you'll bring structure to recurring reporting, uncover drivers behind performance, and help strengthen quantitative models through disciplined monitoring. You'll collaborate across functions, improve repeatable workflows, and translate analytics into materials that leaders can act on. If you enjoy combining markets curiosity with hands-on analysis, this opportunity is built for you.
Job summary
As a Portfolio and Performance Analyst in Capital Marjets Team, you support mortgage servicing rights (MSR) portfolio valuation, risk management, and origination pricing through cash flow analysis, recurring reporting, and quantitative model monitoring. You help explain performance and variance drivers, contribute to model calibration and back-testing activities, and improve processes and documentation that strengthen controls and governance.
Job responsibilities
Analyze servicing cash flows and model outputs to identify performance trends and key driversProduce monthly reporting and support quarterly model performance monitoring, including variance investigation and attributionSupport model calibration and back-testing efforts, including sensitivity analysis aligned to documentation and governance needsBuild repeatable tools and workflows to support model inputs, assumptions, controls, and reporting requirementsCreate and maintain user guides, procedures, and methodology documentation to improve process clarity and continuityPartner with cross-functional teams to enhance model reliability and contribute to business review materials for senior stakeholders Required qualifications, capabilities and skills
Bachelor's degree (or equivalent) in a quantitative or analytically rigorous field (e.g., finance, economics, statistics, mathematics, engineering, computer science, or related disciplines)Demonstrated analytical and problem-solving skills with strong attention to detailAbility to translate quantitative results into clear written and verbal reporting for stakeholdersProficiency with a BI/visualization tool (e.g., Power BI, Tableau, or similar)Advanced Excel skills, including the ability to operate and maintain complex analytical workbooksProficiency in SQL for data extraction and manipulationAbility to manage multiple priorities, work independently across time zones, and drive tasks to completion with limited real-time oversightComfort working with quantitative models and interpreting performance signals (e.g., trends, variances, and sensitivities) Preferred qualifications, capabilities and skills
Familiarity with large language model (LLM) tools to improve productivity and communicationAbility to read and edit Python to support existing analytics workflows
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.