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Added 23 mins ago
Sr. Revenue Systems Analyst
Powerfleet
Remote, United States
We are seeking a hands-on and operationally sharp Sr. Revenue Systems Analyst to support the effectiveness of our global revenue organization. This role sits at the intersection of GTM…
Added 1 hour ago
Sr. Associate - F&A - I2C 5B
Genpact LLC
Remote, United States
Create and update the Standard Operations Procedure and other updates received from time to time.
Added 7 hours ago
Research Analyst – Air Warfare - Entry-Level PhD
Institute for Defense Analyses (IDA)
Alexandria, VA, VA
Air Warfare Analyst – Operational Test and Evaluation
Added 8 hours ago
Executive Partner - CIO Advisory - 111295
Gartner, Inc.
Jackson, MS
…leaders from some of the World's largest commercial and high-tech organizations with revenue size in excess of 15B+ Get a deep understanding of the members' priorities and challenges. Help…
Added 9 hours ago
Finance & Operations Analyst
Baselayer
NY
We are looking for a Finance & Operations Analyst to be the Swiss Army knife of our Operations & Finance team. You will own the numbers - month-end close, accounting, and FP&A - and you…
Added 11 hours ago
Tech Writer
CACI International
National Harbor, MD
CACI is seeking a Knowledge Analyst/Technical Writer to join our technical operations team on a contract supporting Department of Homeland Security. The Knowledge Analyst/Technical Writer…
Added 14 hours ago
Encore Digital Controllership Senior Controllership
Deloitte US
Atlanta, GA · Boston, MA · Charlotte, NC · Chicago, IL · Cincinnati, OH · Costa Mesa, CA · Dallas, TX · Denver, CO · Detroit, MI · Houston, TX · Jersey City, NJ · Los Angeles, CA · Morristown, NJ · NY · Philadelphia, PA · San Diego, CA · San Francisco, CA
…you will be responsible for helping clients improve finance operations through process, data, and technology…
Added 14 hours ago
Encore Financial Reporting Controllership Senior Consultant
Deloitte US
Atlanta, GA · Boston, MA · Charlotte, NC · Chicago, IL · Cincinnati, OH · Costa Mesa, CA · Dallas, TX · Denver, CO · Detroit, MI · Houston, TX · Jersey City, NJ · Los Angeles, CA · Morristown, NJ · NY · Philadelphia, PA · San Diego, CA · San Francisco, CA
…solutions. Join a team that helps clients strengthen finance operations and deliver measurable…
Added 20 hours ago
Cash Management Analyst- Ford Credit Bank
Ford Motor Company
Salt Lake City, UT
The Cash Management Analyst reports to the Deposit Operations Manager and is responsible for the daily execution, monitoring, and reconciliation of the Bank’s payment systems. This role…
Added 23 hours ago
AVP, AI Orchestration
MetLife
New York, NY
…outcomes. Your work will simplify complex processes, improve tech resiliency, and ensure high-performing, seamless solutions that power life’s most important moments. In this dynamic…
Added 1 day ago
Digital Resiliency Manager
Edward Jones
Tempe, AZ
The associate will work closely with leadership to formalize the strategies, documentation, testing and automation of tech business continuity and disaster recovery analysis and planning.…
Added 1 day ago
Business Process Partner, Sales Process & Productivity
Atlassian
Remote, United States
Work with multi-functional teams including Sales, Sales Operations, Sales Tech, Data Science, Sales Strategy, Marketing Ops, and more.
Added 1 day ago
Senior Billing Analyst
ServiceTitan, Inc.
Remote, United States
We are seeking an experienced and detail-oriented Senior Billing Analyst to help manage and optimize our end-to-end billing operations. As our Senior Billing Analyst, you will assist with…
Added 1 day ago
Technology Product Management Senior Analyst - Assistant Vice President
Citigroup
Rutherford, NJ
…and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the…
Added 1 day ago
Application Development Group Manager, Senior Vice President
Citigroup
Jersey City, NJ
…and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the…
Added 1 day ago
Applications Development Technology Lead Analyst, Vice President
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Jersey City, NJ
…and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the…
Added 1 day ago
Analyst IT Asset & Business Office Admin
Spectraforce Technologies Inc
Hershey, PA
Added 1 day ago
Digital Resiliency Manager
Edward Jones
St. Louis, MO
The associate will work closely with leadership to formalize the strategies, documentation, testing and automation of tech business continuity and disaster recovery analysis and planning.…
Added 1 day ago
RPA Process Strategy & Transformation Manager (TS SCI w/ Polygraph)
Deloitte
Rosslyn, VA
…considerations to unlock value. Your work may span strategy, operations, process design, and technology as we partner with clients to transform…
Added 1 day ago
Sr. Data Analyst - Retail Bank
Capital One
McLean, VA · Richmond, VA
…include digital/online banking, branch/cafe experience, bank operations (i.e., account maintenance, deposits, ATM, tax reporting, etc.), contact center, enterprise payments (debit, ACH,…
Added 1 day ago
Doctrine Developer/Analyst (SF)
U.S. Special Operations Command (Army)
Fort Bragg, NC
Added 1 day ago
IT Finance Manager / Finance Budget
Hartford HealthCare Corp.
Farmington, CT
…role is responsible for the oversight of one (1) Financial Analyst and the FinOps/Technical Business Management (TBM) analysis of IT spend across on-premise and cloud resources and other…
Added 1 day ago
SC
Architect, Professional Services (Microsoft Security)
Softchoice Corporati
Denver, CO
- $128,800 to $161,000 USD / year
Updated Certifications and training to include; Microsoft Certified Security Operations Analyst Associate, and Security Administrator Associate
Added 1 day ago
Principal Threat Detection Operations Engineer
Target
Brooklyn Park, MN
As a Principal Engineer supporting Threat Detection Operations, you set the technical strategy for the detection engineering, platforms, services, integrations, and automations that enable…
Added 1 day ago
Pharmacy Technician Medication History Advocate
AdventHealth
Glendale Heights, IL
Maintains proficiency in all Tech IV functions and provides coverage in any core or advanced pharmacy practice areas as needed to address staff shortages, support program and service…

JPMC page

Portfolio & Performance Analyst

Newark, DE, United States
Brooklyn, NY, United States

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Job details

Posting language: English
Posted: Oct 30, 2026

Original job description

Bring a proven, client-focused performance measurement professional who pairs rigorous analytical and quantitative expertise with clear communication, Global Investment Performance Standards (GIPS) aligned credentials (CIPM/CFA completed or in progress), and a strong academic foundation. Passionate about markets and fluent across wealth management products, securities operations, and performance system architecture (including legacy platforms), they bridge front office, technology, and risk & controls to deliver actionable insight under tight deadlines.

As a Portfolio & Performance Analyst in the Portfolio Analysis Group (PAG), you will handle performance measurement, data validation, and portfolio analytics for external clients. You will provide independent analysis and thought leadership for internal stakeholders, including portfolio managers, advisors, sales & marketing, and senior management. Your work will include performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account analysis and construction. You will help clients understand portfolio performance drivers and help the firm assess the effectiveness of JPMorgan Chase Wealth Management products and strategies. You will support front-office Advisors with ad hoc client inquiries, including detailed account-level analysis, and work with First Republic Bank relationships and legacy systems as they integrate into strategic performance tools.

Job Responsibilities

Own responsibilities for JP Morgan Wealth Management (JPMWM) Account and continuation of servicing Federal Reserve Board clients in legacy platform, creating best practices, optimizing processes, examining current constructions with rigor, etc.
Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with regional Tech & India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business
Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas
Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)
Acclimate and participate in PAG’s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings from many of our strategic products and platforms
Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes
Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG’s service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering

Required qualifications, capabilities, and skills

Experienced performance measurement professional with typically 3+ years of relevant experience, including project and performance experience.
Qualified candidate with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited, high-quality institution.
Analytical researcher able to investigate and analyze complex datasets.
Quantitative analyst comfortable with formulas, performance measurement methodologies, and risk measures.
Communicative collaborator who interacts effectively, both written and verbal, across all organizational levels and roles.

Preferred qualifications, capabilities, and skills

Experienced performance measurement professional with 3+ years of relevant project and performance experience.
Qualified with a Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited institution.
Analytical and quantitative, able to research complex datasets and apply formulas, performance methodologies, and risk measures.
Knowledgeable in GIPS and composite practices, with CIPM/CFA path.
Familiar with securities operations, trade processing, mainframe accounting systems, and performance system architecture.
Well-versed in wealth management businesses/products and passionate about investments and financial markets.
Communicative and self-directed, able to explain complex concepts to senior stakeholders, collaborate across teams, and deliver under tight deadlines.
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.

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

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