Associate - Fund Servicing - Transformation And Performance Optimization

Job Description

Leverage your expertise in performance, attribution, and analytics products to drive impactful business transformation. Unlock your career growth and make a significant mark on our portfolio performance strategies.

As a Fund Servicing Manager within the Transformation and Performance Optimization team, you will collaborate with internal stakeholders across global sites. You will utilize your expertise in performance, attribution, and analytics products to support institutional clients. This role offers a unique opportunity to contribute meaningfully to our ongoing business transformation initiatives.

Job Responsibilities

• Conduct comprehensive performance analysis of investment portfolios, including attribution analysis, benchmarking and performance measurement against objectives.
• Develop and maintain performance and risk reporting frameworks, dashboards and models to provide timely and accurate reporting to clients.
• Establish and maintain relationships with vendor and internal management/front line staff
• Partner with performance operations to understand client behavior where required
• Possess business-level understanding of platform functions (legacy and external)
• Work independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
• Interpret and write commentary on functional testing results
• Identify, document, and resolve production issues pre and post migration
• Participate in the implementation of performance measurement and risk analytics systems and tools, including data validation and testing.
• Provide concise client migration status updates and assist with prioritization
• Present findings, outcomes, and solutions at stakeholder meetings
  
  

Required Qualifications, Capabilities And Skills

• Bachelor’s degree graduate in banking or business management
• Minimum of 10 years’ working experience
• Minimum of 5 years working with market leading performance, attribution and analytics software platforms e.g. Factset
• Minimum of 5 years’ experience in performance analysis, risk analytics, or investment analytics within the financial services industry
• Strong analytical skills with knowledge of investment products, asset classes and financial markets
• Understanding of systems/software development lifecycle
• Proficiency with office productivity software
• Positive attitude with a willingness to work hard and be on a steep learning curve
• Attention to detail with demonstrated problem-solving ability
  
  

Preferred Qualifications, Capabilities And Skills

• Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
  
  

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 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 Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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