Portfolio & Performance Analyst - Associate
Not Disclosed•Full-TimeOn-site
location_onAdams Street, Downtown Brooklyn, Brooklyn, Kings County, New York, 11242, United States
About the Team
JPMorgan Wealth Management (JPWM) is a leader in investment banking, asset management, and financial solutions, serving millions of consumers and prominent institutional clients. Within this legacy of over 200 years, the Portfolio Analysis Group (PAG) serves as a critical value-added source of independent analysis and thought leadership. The team supports internal clients—including portfolio managers, front-office advisors, sales and marketing, and senior management—by expanding performance and portfolio analytics capabilities and building Wealth Management-specific functionality.
About the Role
As a Portfolio & Performance Analyst - Associate, you will be the subject matter expert for the JPWM Account and Composite Workflow. Your primary mission is to deliver the analytics and reporting that enable strong investment outcomes and clear client communication. You will focus on composite performance reporting, rate-of-return calculations, return attribution, risk analytics, and competitive analysis.
In this role, you will help external clients understand the drivers of portfolio performance while supporting internal stakeholders in measuring the effectiveness of products and strategies. You will also act as a key liaison for front-office Advisors, responding to ad hoc inquiries with detailed investment performance analysis. Beyond daily reporting, you will contribute to strategic projects, including the design and testing of the Connect Wealth platform, and help optimize processes to ensure accurate, timely performance measurement figures.
Hiring Process
Candidates selected for an interview will engage in a structured process designed to assess both technical proficiency and cultural fit. The journey typically includes an initial screening to discuss background and role alignment, followed by technical assessments focused on performance measurement methodologies and data analysis. Final rounds involve deeper discussions with team members and leadership to evaluate problem-solving skills and collaboration style. Detailed instructions regarding scheduling and preparation will be provided upon application review.
Our Culture & Commitment
JPMorgan Chase recognizes that our people are our strength. We place a high value on diversity and inclusion, understanding that the diverse talents of our global workforce are directly linked to our success. We are an equal opportunity employer and do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy, or disability. We are committed to making reasonable accommodations for applicants' and employees' religious practices, mental health needs, and physical disability needs.
Application Note
Please note that this specific role is not eligible for visa sponsorship.
Work location
Work model: On-site
Adams Street, Downtown Brooklyn, Brooklyn, Kings County, New York, 11242, United States
New York, New York
Key Responsibilities
- check_circleLiaise with business partners to ensure accurate performance measurement and technology development
- check_circleRespond to front-office inquiries regarding performance reports, customized calculations, and portfolio analytics
- check_circleValidate and own the end-to-end composite performance process and support new composite creation
- check_circleContribute to strategic projects improving service offerings and data quality including Connect Wealth platform development
- check_circleOwn JPWM account and composite workflows while creating best practices and optimizing processes
- check_circleAssist in writing business requirements, testing, and documentation for strategic projects
- check_circleParticipate in strategic performance technology projects including business requirements and user acceptance testing
- check_circleCreate new high-value outputs in portfolio analytics, risk statistics, and strategy versus benchmark analysis
Requirements
- verified2+ years of relevant experience in project and performance
- verifiedBachelor's degree in Finance, Economics, Mathematics, or Computer Science
- verifiedNot eligible for visa sponsorship
Nice to Have
Knowledge of Global Investment Performance Standards (GIPS) and composite practices. Certificate in Investment Performance Measurement (CIPM), Chartered Financial Analyst (CFA), or progress toward designation. Some working knowledge of securities operations, trade processing, mainframe accounting systems, and performance system architecture. Understanding of various businesses and products within the wealth management space. Passion for the investments business and financial markets. Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk & controls, and other stakeholders.
Benefits & Perks
check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcareTuition reimbursement
