Asset Management - Portfolio And Performance Analyst

Make performance reporting more consistent, scalable, and impactful. In this role, you will support a team that delivers trusted results to investment stakeholders and clients. You will help strengthen controls, improve data quality, and elevate how insights are communicated. You will partner across functions to drive process enhancements and strategic change. Your work will help teams make better decisions with confidence.

Job summary

As a Portfolio and Performance Analyst in the Performance and Attribution Reporting team, you will support day-to-day delivery of performance measurement, attribution reporting, and analysis while advancing a consistent global approach. You will partner with technology, compliance, and controls stakeholders to improve data quality, strengthen governance, and implement strategic solutions. You will help build a center of excellence that improves efficiency, transparency, and consistency across reporting.

Job responsibilities

• Support the team’s day-to-day performance measurement and attribution reporting activities across multiple asset classes
• Deliver monthly fund and client performance reporting with a focus on timeliness, accuracy, and consistency
• Apply industry-standard performance calculation methodologies and tools to support consistent reporting outcomes
• Validate and reconcile investment account returns and related inputs to ensure completeness and data integrity
• Monitor data quality by comparing results across sources and investigating breaks and variances
• Implement and maintain data quality controls and procedures to mitigate operational risk in performance reporting
• Analyze and quantify changes in performance attribution and clearly communicate drivers and impacts to stakeholders
• Present performance and attribution insights to senior stakeholders and facilitate working discussions as needed
• Maintain and enhance performance measurement systems and databases to support evolving reporting requirements
• Define business requirements, support test planning, and coordinate user acceptance and production testing activities
• Support controls, regulatory deliverables (as applicable), and ad hoc analysis and projects aligned to business priorities

Required qualifications, capabilities and skills

• 3 years of overall work experience, including at least 1 year in performance measurement, performance attribution, investment reporting, or a closely related role 
• Experience prioritizing work independently and delivering outcomes under tight deadlines
• Strong analytical skills and ability to document and communicate quantitative and complex business requirements clearly
• Experience partnering effectively with technology teams to translate requirements into implemented solutions
• Strong written and verbal communication skills, including experience presenting to groups and leading discussions
• Experience working effectively with stakeholders across levels of seniority and across geographies
• Proficiency in Microsoft Excel and Microsoft PowerPoint

Preferred qualifications, capabilities and skills

• Advanced Microsoft Excel skills (for example, pivot tables, lookups, and structured data analysis)
• Experience with portfolio performance reporting and investment products
• Project delivery experience supporting process improvement, controls, or technology change
• Certified Public Accountant (CPA)
• Japanese language proficiency
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

 

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.​

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