Fixed Income Portfolio and Performance Analysis, Vice President - J.P. Morgan : Job Details
Fixed Income Portfolio and Performance Analysis, Vice President
J.P. MorganJob Location : New York,NY, USA
- Job Identification 210594442
- Job Category Performnc Measurmnt & Analysis
- Business Unit Asset & Wealth Management
- Posting Date 06/26/2025, 01:24 PM
- Locations 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US
- Job Schedule Full time
- Base Pay/Salary Brooklyn,NY $114,000.00-$182,000.00
J.P. Morgan Asset & Wealth Management's Portfolio Analysis Group (PAG) is responsible for performance measurement and portfolio analytics for external clients and serves as a value-added source of insight, independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management.
As a Portfolio & Performance Analysis Vice President within our dynamic team, you will oversee a wide range of performance measurement and attribution calculations, and develop solutions for an intricate and constantly growing business line
If you are a highly motivated individual with knowledge of fixed income, performance measurement & attribution experience, and understanding of Global Investments Performance Standards (GIPS) reporting, you may be the perfect fit for our team!
To be eligible for this position, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Job responsibilities
- Leading strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders
- Providing the best client service experience by understanding our client's needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting and others
- Interpreting results and producing attribution commentary for a range of portfolio strategies (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results
- Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
- Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting solutions
- Monitoring data quality and performing compares between computations from different sources (e.g. internal vs external)
Required qualifications, capabilities, and skills
- Minimum of 5 years experience in Performance and Attribution measurement
- Strong understanding of fixed income products, including structured products and derivatives
- Knowledge of asset management products and clients, as well as good understanding of portfolio accounting principles, and performance and attribution methodologies
- Established quantitative skills with strong cognitive and problem solving capabilities
- Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders
- Strong relationship management skills to build sustainable and productive alliances across matrix organizations
- Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner
- Strong MS Excel skills
Preferred qualifications, capabilities, and skills
- Bachelor's degree preferred
- Chartered Financial Analyst (CFA) certification is a plus
- Certificate Investment Performance Measurement (CIPM) designation preferred
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
About the TeamJ.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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