Portfolio & Performance Analysis - Associate

**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 Performance Analytics team to partner with the Business

The role demand underlying traits but not limited to, **rate of return calculations, return attribution, risk analytics, competitive analysis and performance composite construction**. This analysis is instrumental to **help external clients understand drivers of return in their portfolios** and help us internally measure the effectiveness of our products and strategies.

**Responsibilities**:

- Support performance measurement and attribution processes for the Global Solutions and Alternatives Asset Class, including real estate, and other alternative investments.
- Support business as usual (BAU) activities for monthly client & fund performance reporting, particularly for Alternative Real Estate Funds, ensuring timely and accurate delivery of performance metrics.
- Utilize industry-standard performance calculation methodologies and tools to ensure accuracy and consistency in performance reporting
- Validate and reconcile investment returns to ensure data integrity and completeness.
- Maintain and enhance performance measurement databases and systems to support evolving business needs and reporting requirements.
- Implement data quality controls and procedures to mitigate risks and errors in performance reporting.
- Support the team with metrics, reporting, and critical business as usual (BAU) activities during month-end periods, ensuring smooth operations and timely delivery of performance metrics.
- Identify opportunities to enhance performance analysis processes, workflows, and controls to increase efficiency, scalability, and accuracy.
- Drive initiatives to leverage technology, automation, and analytics tools to streamline performance reporting and analysis activities.
- Stay abreast of industry best practices, market trends, and regulatory developments related to performance measurement and reporting.
- Provide the best client service experience by understanding our client’s needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others
- Become a key contributor to the department’s efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
- Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements
- 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

**Required qualifications, capabilities and skills**:

- Bachelor’s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high quality institution
- CIPM/CFA or progress toward designation
- Comfortable in a team environment while also able to deliver on independent assignments
- Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
- Knowledge of portfolio accounting principles, and performance and attribution methodologies
- Solid analytical ability to research and analyze complex data sets
- Passion for the investments business and financial markets
- Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
- Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
- Experienced performance measurement professional with 5+ years of relevant experience including project experience and knowledge of GIPS
- Understanding of the various businesses/products within the Asset management & Wealth management space

**ABOUT US**

JPMorgan Chase & Co., 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