Portfolio and Performance Analysis - Team Leader

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work in the Performance Analysis team to partner with the Business.

As a Portfolio and Performance Analysis - Analyst in the Performance Analysis team, you will have the unique opportunity to manage the global GIPS composite process on a daily basis. You will partner with Technology, Compliance, Controls, and Global PAG to implement strategic solutions on various aspects of GIPS standards. You will also ensure the team operates as a Centre of Excellence, drawing synergies and a globally consistent approach that can help bring efficiency. This role provides an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area.

Job responsibilities :

• Run Composite COE with high operational standards
• Keeping abreast with changes in GIPS standards and application thereof
• Ensure timely and accurate publication of GIPS presentations
• Help manage external verification of composites
• Providing various ad hoc data research and analysis as needed by clients
• Assisting in developing strategic solutions and defining PAG business requirements
• Participating in UAT and Production testing as needed
• Keeping a risk and control mindset
• Involving in regulatory or controls deliverables and supporting other ad hoc projects as needed
• Identifying the project scope and key milestones, researching background, assessing risks and designing test procedures 

Required qualifications, capabilities and skills:

• Ability to work independently, set priorities and deliver results (under tight time frames and pressure)
• Minimum 4 years work experience 
• Strong analytical skills and ability to document and communicate complex, at times quantitative, business requirements and business analysis to our technology counterparts
• Strong interpersonal, communication, listening, and writing skills.  Candidate must be comfortable speaking in front of groups and leading discussions/presenting
• Action oriented with a focus on results and an innovative mindset
• Highly motivated, proactive and self-starter 
• Ability to work well on a global integrated team
• Ability to effectively communicate with all levels of personnel
• Proficiency with Excel, PowerPoint

Preferred qualifications, capabilities and skills:

• Acquainted with portfolio performance, investments and/or products, and project management skills preferred

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.