Make an impact by turning investment results into clear, decision-ready insights. In this role, you will be responsible for performance and attribution reporting that supports client and internal stakeholders. You will help strengthen data quality, controls, and reporting consistency across processes and platforms. You will also partner closely with technology and key stakeholders to improve how reporting is delivered at scale.
Job summary
As a Portfolio Analysis Analyst in the Portfolio Analysis Group, you will lead the day-to-day performance and attribution reporting and analysis process. You will partner with technology, compliance, and controls stakeholders to implement strategic solutions that improve reporting standards, accuracy, and efficiency. You will help the team operate as a center of excellence with a consistent approach and strong risk and control mindset.
Job responsibilities
- Lead day-to-day performance measurement and attribution processes across global asset classes, including equity, fixed income, and multi-asset strategies
- Deliver monthly client and fund performance reporting, ensuring timely and accurate production of performance metrics
- Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes
- Validate and reconcile investment account returns to ensure data integrity, completeness, and traceability
- Maintain and enhance performance measurement databases and systems to meet evolving reporting needs
- Implement and execute data quality controls and procedures to reduce reporting risk and errors
- Analyze changes in performance and attribution results, quantify drivers, and communicate findings to senior stakeholders
- Monitor data quality by comparing computations from different sources (for example, internal versus external)
- Provide ad hoc data research and analysis to support business questions and reporting requests
- Support regulatory, controls, and governance deliverables, including documentation and evidence as required
- Contribute to strategic initiatives by defining business requirements, identifying key milestones and risks, and supporting testing activities as needed
Required qualifications, capabilities and skills
- Minimum of 3 years of experience in performance reporting, attribution, investment operations, analytics, or a related field
- Ability to work independently, set priorities, and deliver results under tight time frames and pressure
- Strong analytical skills, including the ability to document and communicate complex (including quantitative) requirements clearly
- Strong interpersonal, communication, listening, and writing skills
- Demonstrated ability to present to groups and lead discussions with diverse stakeholders
- Ability to communicate effectively with all levels of personnel, including senior stakeholders
- Ability to work effectively as part of a globally integrated team
- Action-oriented mindset with a focus on results and continuous improvement
- Highly motivated, proactive, and self-starting approach
- Proficiency in Microsoft Excel and PowerPoint
Preferred qualifications, capabilities and skills
- Advanced Microsoft Excel skills
- Experience with portfolio performance and attribution reporting and/or investment products
- Project management experience
- Certified Public Accountant (CPA)
- 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
ABOUT USJPMorganChase, 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 TEAMJ.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.
