Portfolio Analysis Group

**JOB DESCRIPTION**
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Portfolio Analysis Group team to partner with the Business.

As an Associate within the Portfolio Analysis Group in Wealth Management, you will act as a trusted advisor to the leadership team, providing opinions and generating ideas on how to promote performance insights. You will calculate performance returns and performance attribution across our product range, ensuring accuracy and timely delivery. You will also oversee performance measurement and attribution calculations, create reports across several regional offices, and communicate results effectively to senior management and portfolio managers. This role offers you the opportunity to develop and implement performance and attribution systems with best industry practices, monitor data quality, and provide regular risk and return analysis to portfolio managers and investment specialists.

**Job responsibilities**
- Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
- Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
- Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
- Be a driver of the development and implementation of the performance and attribution systems with best industry practices
- Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
- Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
- Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists

**Required qualifications, capabilities and skills**
- Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline)
- Passion for the investments business and financial markets
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Understanding of the various businesses/products within the Asset management & Wealth management space
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets

**Preferred qualifications, capabilities and skills**
- CIPM/CFA or progress toward designation a plus
- Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture a plus

**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.