Performance Analytics Client Service – Senior Associate

July 11, 2023
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Job Description

  • Full Time
  • Anywhere

JPMorgan Chase

As the performance/risk analyst, you will be responsible for calculating and providing performance measurement and/or risk management analysis to institutional and/or asset management clients. You will interpret and communicate return and risk reporting information to clients and internal partners. In this role, you will also provide your assigned clients a comprehensive view of the portfolio’s overall composition and performance results on an absolute and relative basis. You will help determine performance drivers and compare results to peer groups and universes with the ability to provide a detailed picture of structural characteristics and performance attribution at the plan, equity and fixed-income level. You will generate and interpret various equity and fixed income performance and risk measurement analytics. Obtain data and analysis in accordance with established procedures and create spreadsheet macros and develop reports for clients. You will also interface with clients on day to day reporting requests.

Job responsibilities

  • Works independently as well as on a team, to produce performance/risk analytics at multiple levels
  • Respond to client inquiries regarding performance/risk reporting; and participate in RFPs and client meetings as required
  • Resolve issues relating to daily performance measurement and daily attribution
  • Establish and maintain relationships with all key partners to help streamline the core operations processing through people, process & technology changes
  • Partner with Product Development and Technology to help automate/streamline operations processes which enhance client experience and build scalability into the business
  • Partner with Client Service to help change client behavior where required
  • Interpret and write commentary on performance results; and calculate rates of return; as well as handle client reporting and prepare custom reports, ensuring accuracy and quality

Required qualifications, skills and cabalities

  • Extensive experience working in a performance and/or accounting environment required
  • BA/BS or equivalent preferably in business/finance or mathematics
  • Excel proficiency
  • Positive attitude with a willingness to work hard and be on a steep learning curve
  • Must have a willingness to work on and learn new software applications
  • Must have good communications skills and be a team player
  • Attention to detail with demonstrated problem solving ability

Preferred qualifications, skills and cabalities

  • Ability to manage to strict deadlines
  • Familiarity with performance/risk applications and GIPS benchmark composition
  • MBA, CFA, CIPM candidates

About us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.

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