What are the responsibilities and job description for the Portfolio & Performance Analysis [Multiple Positions Available] position at JPMorganChase?
Job Description
Duties: Construction and maintenance of product composites following GIPS guidelines. This includes applying the appropriate account inclusion/exclusion to all composites. Review, analyze, and understand performance within deviating accounts. Produce ad hoc analyses of portfolios, market events, and other performance- related questions that arise including RFP responses. Provide accurate, timely, and comprehensive weekly/monthly dashboards. Recommend and implement ways to streamline and automate reporting processes to save time and resources. Work closely with other teams across the firm in order to drive change and provide value to the firm and our clients. Assist team in performance verifications and other audit/control related activities. Use expertise in new Product creation to help with requirement writing and development for an internal composite engine.
Qualifications
Minimum education and experience required: Master's degree in Statistics, Economics, Finance or related field of study plus one (1) year of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation. The employer will alternatively accept a Bachelor's degree in Statistics, Economics, Finance or related field of study plus three (3) years of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation.
Skills Required: This position requires one (1) year of experience with the following: performance measurement methodologies including daily time-weighted returns and Modified Dietz; multi-asset products and portfolio management theories; utilizing statistical data analysis for composite reviews including standard deviation, max drawdown, Share ratio, information ratio, and Sortino ratio; dispersion analysis and composite criteria; performing data manipulation, data structuring, data design flow and query optimization using programming language including SQL and Python; automating manual processes using tools including Alteryx and VBA; mainframe accounting systems and performance system architecture; analyzing data sets; requirement gathering and project management including JIRA for technology releases via sprint cycles; designing and developing PowerPoint presentations and Excel reports with advanced functionalities including lookup, index match, data analysis add- ons, pivots, and VBA; analyzing, mapping, and documenting business processes to ensure accuracy and completeness in Standard Operating Procedures.
Job Location: 4 Chase Metrotech Ctr., Brooklyn, NY 11245.
Full-Time. Salary: $118,248 - $130,000 per year.
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.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.
Duties: Construction and maintenance of product composites following GIPS guidelines. This includes applying the appropriate account inclusion/exclusion to all composites. Review, analyze, and understand performance within deviating accounts. Produce ad hoc analyses of portfolios, market events, and other performance- related questions that arise including RFP responses. Provide accurate, timely, and comprehensive weekly/monthly dashboards. Recommend and implement ways to streamline and automate reporting processes to save time and resources. Work closely with other teams across the firm in order to drive change and provide value to the firm and our clients. Assist team in performance verifications and other audit/control related activities. Use expertise in new Product creation to help with requirement writing and development for an internal composite engine.
Qualifications
Minimum education and experience required: Master's degree in Statistics, Economics, Finance or related field of study plus one (1) year of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation. The employer will alternatively accept a Bachelor's degree in Statistics, Economics, Finance or related field of study plus three (3) years of experience in the job offered or as Portfolio & Performance Analysis, Analyst, Client Insight, Program Finance Coordinator, Account Receivable Specialist, or related occupation.
Skills Required: This position requires one (1) year of experience with the following: performance measurement methodologies including daily time-weighted returns and Modified Dietz; multi-asset products and portfolio management theories; utilizing statistical data analysis for composite reviews including standard deviation, max drawdown, Share ratio, information ratio, and Sortino ratio; dispersion analysis and composite criteria; performing data manipulation, data structuring, data design flow and query optimization using programming language including SQL and Python; automating manual processes using tools including Alteryx and VBA; mainframe accounting systems and performance system architecture; analyzing data sets; requirement gathering and project management including JIRA for technology releases via sprint cycles; designing and developing PowerPoint presentations and Excel reports with advanced functionalities including lookup, index match, data analysis add- ons, pivots, and VBA; analyzing, mapping, and documenting business processes to ensure accuracy and completeness in Standard Operating Procedures.
Job Location: 4 Chase Metrotech Ctr., Brooklyn, NY 11245.
Full-Time. Salary: $118,248 - $130,000 per year.
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.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.
Salary : $118,248 - $130,000