Bring your performance and attribution expertise to work that directly supports investment decision-making and client outcomes. You'll tackle complex analytical questions, improve data quality, and help scale reporting solutions across evolving strategies. Partner with teams across the organization to deliver timely, accurate insights that drive transparency and confidence. You'll be empowered to lead continuous improvement initiatives and solve problems end-to-end. Join a team that values precision, collaboration, and thoughtful analysis.
As a Portfolio Analysis Vice President in the Portfolio Analysis Group, you will oversee performance measurement and attribution processes and deliver risk/return insights that support investment and client reporting needs. You will interpret results, provide clear analytical commentary, and help develop scalable solutions as the business and product coverage grows. You will partner closely with portfolio managers, investment specialists, operations, and reporting partners to ensure data integrity and high-quality outputs.
Job responsibilities
- Lead infrastructure and process improvement initiatives to enhance performance measurement, attribution, and reporting capabilities
- Partner with stakeholders to understand analysis and reporting needs, build strong working relationships, and support a high-quality service experience
- Interpret performance and attribution results and produce clear commentary for a range of portfolio strategies
- Deliver regular and ad hoc risk and return analysis to support portfolio insights and decision-making
- Oversee performance measurement and attribution calculations for funds and investment accounts, including development of repeatable reporting solutions
- Monitor data quality and perform comparisons across calculation sources to identify breaks, investigate drivers, and document outcomes
Required qualifications, capabilities and skills
- Bachelor's degree and 10+ years of experience in performance and attribution measurement
- Experience analyzing fixed income products, including structured products and derivatives
- Knowledge of asset management products and client types, with understanding of portfolio accounting principles and performance/attribution methodologies
- Quantitative analysis skills and demonstrated problem-solving ability in complex data environments
- Communication skills to lead discussions, present analytical results, and influence stakeholders across a matrixed organization
- Relationship management skills to build productive partnerships across multiple teams
Preferred qualifications, capabilities and skills
- Certified Public Accountant (CPA)
- Proficiency in Microsoft Excel for analysis and reporting
- Exposure to multi-asset coverage, including equities, fixed income, multi-asset portfolios, and funds
- Experience with issue resolution and root cause analysis, including researching and resolving issues within agreed timelines
- Experience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement.
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.
