JPMorgan Chase Asset & Wealth Management - Performance Analyst, Vice President in Brooklyn, New York

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Portfolio Analysis Group

J.P. Morgan Asset Management’s Portfolio Analysis Group (“PAG”) with Chase Wealth Management (CWM) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and 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.

PAG consists of over 130 investment analysis professionals located in 7 countries and 11 locations. Included are a dedicated business management team, platform team and data management team which support the group. We serve different client groups through two main lines of business:

Description of role

PAG seeks a VP in the NY office to take a leadership role for the CWM performance team. The primary responsibilities of this role include:

  • Provide a leadership role on the CWM performance team

  • Manage off-shore team handling production of accurate and timely performance data

  • Proactive evaluation of production processes ensuring effectiveness and efficiency

  • Responding in a timely fashion to inquiries front front-office financial advisors regarding performance reports and analytics

  • Manage the reporting process and help to resolve day-to-day performance issues

  • Define business requirements and prepare documentation for the various strategic projects that CWM will be working on.

  • Interact with Senior CWM leadership team

  • Represent CWM performance on firms internal committee’s and new product launches

  • PAG senior support for the new strategic performance reporting project

  • Assisting with all aspects of testing including UAT and feedback loops

The Performance Measurement CWM VP must bring a relentless focus on execution and enjoy taking ownership for the delivery of measurable results. They must also exhibit the following qualities:

  • Experienced performance measurement professional with 8-10 years of experience including project experience

  • Entrepreneurial mindset for proactively adding value to the CWM business by understanding and addressing Advisor pain-points, and closing competitive gaps from a client reporting perspective

  • Passion for investments business

  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and to execute their implementation

  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures

  • Understanding of the various businesses/products within the WM space

  • Knowledge of securities operations, trade processing, mainframe accounting systems and performance systems a plus

  • Solid analytical ability to research and analyze data

  • Interact and communicate effectively – both written and verbal -- with all levels of staff including front-office

  • Ability to multi-task and strong attention to detail

  • Bachelor’s degree from an accredited, high quality institution

  • CIPM/CFA preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.