Portfolio & Performance Analyst

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.