JPMorgan Portfolio Performance Analysis 

United States, New York, New York 

211394403

J.P. Morgan Asset & Wealth Management’s Portfolio Analysis Group (PAG) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management.

As a Portfolio & Performance Analysis Vice President within our dynamic team, you will oversee a wide range of performance measurement and attribution calculations, and develop solutions for an intricate and constantly growing business line

Job responsibilities

• Leading strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders
• Providing the best client service experience by understanding our client’s needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others
• Interpreting results and producing attribution commentary for a range of portfolio strategies (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
• Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting solutions
• Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)

Required qualifications, capabilities, and skills

• Minimum of 5 years experience in Performance and Attribution measurement
• Strong understanding of fixed income products, including structured products and derivatives
• Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies
• Established quantitative skills with strong cognitive and problem solving capabilities
• Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders
• Strong relationship management skills to build sustainable and productive alliances across matrix organizations
• Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
• Strong MS Excel skills

Preferred qualifications, capabilities, and skills

• Bachelor’s degree preferred
• Chartered Financial Analyst (CFA) certification is a plus
• Certificate Investment Performance Measurement (CIPM) designation preferred