Portfolio & Performance Analysis [Multiple… at Chase · 4 Chase…

Summary: JPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The role involves constructing and maintaining product composites, analyzing performance, and driving process improvements within the team to enhance reporting and client value. Responsibilities: - 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 Required Qualifications: - 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 - Alternatively, 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 - One (1) year of experience with performance measurement methodologies including daily time-weighted returns and Modified Dietz - One (1) year of experience with multi-asset products and portfolio management theories - One (1) year of experience utilizing statistical data analysis for composite reviews including standard deviation, max drawdown, Share ratio, information ratio, and Sortino ratio - One (1) year of experience with dispersion analysis and composite criteria - One (1) year of experience performing data manipulation, data structuring, data design flow and query optimization using programming language including SQL and Python - One (1) year of experience automating manual processes using tools including Alteryx and VBA - One (1) year of experience with mainframe accounting systems and performance system architecture - One (1) year of experience analyzing data sets - One (1) year of experience with requirement gathering and project management including JIRA for technology releases via sprint cycles - One (1) year of experience designing and developing PowerPoint presentations and Excel reports with advanced functionalities including lookup, index match, data analysis add-ons, pivots, and VBA - One (1) year of experience analyzing, mapping, and documenting business processes to ensure accuracy and completeness in Standard Operating Procedures Required Skills: GIPS guidelines, Performance measurement methodologies, Daily time-weighted returns, Modified Dietz, Multi-asset products, Portfolio management theories, Statistical data analysis, Standard deviation, Max drawdown, Sharpe ratio, Information ratio, Sortino ratio, Dispersion analysis, Composite criteria, Data manipulation, Data structuring, Data design flow, Query optimization, SQL, Python, Alteryx, VBA, Mainframe accounting systems, Performance system architecture, JIRA, PowerPoint, Excel, Lookup, Index Match, Data analysis add-ons, Pivot tables, Standard Operating Procedures, Project Management Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching