Portfolio & Performance Analysis Senior Associate

Location: LONDON, LONDON, United Kingdom

Job Family: Performnc Measurmnt & Analysis

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The Portfolio & Performance Analysis Group within our Asset & Wealth Management division is seeking a Senior Associate to join the Global Solutions & Alternatives team in London. This role is pivotal in delivering high-quality performance analytics for our diverse investment portfolios, supporting institutional clients and internal stakeholders in navigating complex market dynamics. As a Senior Associate, you will play a key role in ensuring accurate measurement and insightful analysis of portfolio performance, aligning with JP Morgan's commitment to excellence in financial services. In this position, you will be responsible for conducting in-depth performance evaluations, including return calculations, attribution analysis, and benchmarking for alternative investments such as hedge funds, private equity, and real assets. You will collaborate closely with portfolio managers, risk teams, and client-facing professionals to generate actionable insights that drive investment decisions. Utilizing advanced tools and methodologies, you will prepare detailed reports and visualizations that adhere to global standards like GIPS, while identifying opportunities to enhance analytical processes and data integrity. This role demands a proactive approach to handling large datasets and adapting to evolving regulatory landscapes in the UK and EU markets. The ideal candidate thrives in a collaborative, innovative environment at one of the world's premier financial institutions. You will have the opportunity to contribute to high-impact projects, mentor junior team members, and advance your career through JP Morgan's robust professional development programs. Joining our London office, you will be part of a dynamic team that values precision, strategic thinking, and client-centric solutions, helping to shape the future of global investment performance analysis.

Key Responsibilities

• Conduct detailed performance analysis for global portfolios, including return calculations, attribution, and benchmarking against relevant indices
• Develop and maintain performance measurement frameworks for alternative investments such as private equity, hedge funds, and real assets
• Collaborate with portfolio managers and investment teams to provide insights on performance drivers and risk-adjusted returns
• Prepare comprehensive reports and dashboards for senior stakeholders, ensuring accuracy and compliance with GIPS standards
• Analyze and reconcile portfolio data from multiple sources, identifying discrepancies and implementing process improvements
• Support the Global Solutions & Alternatives team in client reporting and ad-hoc analytical requests
• Monitor and enhance performance attribution models to reflect evolving market conditions and investment strategies
• Contribute to regulatory filings and internal audits related to performance measurement
• Mentor junior associates in best practices for data integrity and analytical methodologies
• Stay abreast of industry trends in performance analytics and recommend tool enhancements for efficiency

Required Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field
• Minimum of 3-5 years of experience in portfolio analysis, performance measurement, or investment operations within the financial services industry
• Strong proficiency in financial modeling and data analysis tools, with a focus on performance attribution and risk metrics
• In-depth knowledge of investment performance standards such as GIPS (Global Investment Performance Standards)
• Experience working with alternative investments including hedge funds, private equity, and real assets
• Ability to handle complex datasets and perform accurate calculations for portfolio returns and benchmarks
• CFA (Chartered Financial Analyst) designation or progress towards it

Preferred Qualifications

• Advanced degree (Master's or MBA) in Finance or a related discipline
• Prior experience at a global investment bank or asset management firm like JP Morgan Chase
• Familiarity with regulatory reporting requirements in the UK and EU financial markets
• Hands-on experience with JP Morgan's proprietary systems or similar enterprise platforms
• Proven track record in supporting global teams with performance analytics for institutional clients

Required Skills

• Advanced Excel and financial modeling proficiency
• SQL and database querying for large-scale data manipulation
• Knowledge of performance attribution techniques (e.g., Brinson-Fachler model)
• Python or R programming for automated analytics
• Understanding of fixed income, equity, and alternative asset classes
• Strong analytical and problem-solving abilities
• Excellent attention to detail and data accuracy
• Effective communication for presenting complex findings
• Project management skills for cross-functional initiatives
• Adaptability to fast-paced, high-stakes environments
• Team collaboration and stakeholder management
• Regulatory knowledge (e.g., MiFID II, AIFMD)
• Visualization tools like Tableau or Power BI
• Risk management and quantitative analysis
• Time management for meeting tight deadlines

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance coverage
• Generous retirement savings plan with company matching contributions
• Paid time off including vacation, sick leave, and parental leave
• Professional development opportunities, including tuition reimbursement and CFA exam support
• Employee stock purchase plan and financial wellness programs
• Global mobility support for career advancement within JP Morgan Chase
• Wellness initiatives, including gym memberships and mental health resources

JP Morgan Chase is an equal opportunity employer.