Asset Management Portfolio and Performance Analysis – Associate

Drive portfolio excellence—analyze performance, deliver insights, and shape solutions in a dynamic, global investment team!

If you are a highly motivated individual with knowledge of equity products, performance measurement & attribution experience, and understanding of GIPS reporting, you may be the perfect fit for our team!

As a Portfolio and Performance Analysis Associate within the Portfolio and Performance Analysis team, you will oversee a broad spectrum of performance measurement and attribution calculations, while developing solutions for a complex and continuously expanding business line.

Job Responsibilities

• Lead strategic infrastructure initiatives to implement best-in-class solutions for stakeholders.
• Deliver exceptional client service by understanding client needs and building relationships across the organization.
• Calculate and evaluate performance and attribution for equity portfolios across EMEA and US markets, leveraging tools like FactSet for advanced analytics.
• Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists.
• Oversee performance measurement & attribution calculations and create reporting solutions.
• Monitor data quality and perform compares between computations from different sources
• Required qualifications, capabilities and skills

Required qualifications, capabilities and skills

• Proven experience in Performance and Attribution measurement
• Robust understanding of equity products, structured products, derivatives, and portfolio accounting principles
• Strong quantitative skills with cognitive and problem-solving capabilities
• Effective communicator with the ability to lead discussions and influence stakeholders
• Proficiency in issue resolution and root cause analysis
• Knowledge of FactSet for advanced portfolio analytics and reporting

Preferred qualifications, capabilities and skills

• Ability to work well on a globally integrated team
• Progress toward CFA, or CIPM designation preferred 
• Strong MS Excel, MS Power Point skills

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
   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.