Portfolio & Performance Analyst
Newark, DE, United States5h ago
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Skills
About the role
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
- Own responsibilities for JP Morgan Wealth Management (JPMWM) Account and continuation of servicing Federal Reserve Board clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
- Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business
- 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 (Business-As-Usual)
- Acclimate and participate in PAG’s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
- 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 focus on improving the PAG’s service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering
Required qualifications, capabilities, and skills
- Experienced performance measurement professional with typically 3+ years of relevant experience, including project and performance experience.
- Qualified candidate with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited, high-quality institution.
- Analytical researcher able to investigate and analyze complex datasets.
- Quantitative analyst comfortable with formulas, performance measurement methodologies, and risk measures.
- Communicative collaborator who interacts effectively, both written and verbal, across all organizational levels and roles.
Preferred qualifications, capabilities, and skills
- Experienced performance measurement professional with 3+ years of relevant project and performance experience.
- Qualified with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.
- Analytical and quantitative, able to research complex datasets and apply formulas, performance methodologies, and risk measures.
- Knowledgeable in GIPS and composite practices, with CIPM/CFA path.
- Familiar with securities operations, trade processing, mainframe accounting systems, and performance system architecture.
- Well-versed in wealth management businesses/products and passionate about investments and financial markets.
- Communicative and self-directed, able to explain complex concepts to senior stakeholders, collaborate across teams, and deliver under tight deadlines.
- 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans