JPMorgan Chase
Portfolio & Performance Analyst
$66K–$120K
Newark, DE +1 · Full-time · Posted Oct 30, 2026
- Location
- Newark, DE
Brooklyn, NY - Experience
- Typically 3+ years of relevant experience, including project and performance experience.
- Education
- Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited, high-quality institution.
About the job
Measures and analyzes portfolio performance for external clients and internal stakeholders, while supporting performance reporting, client inquiries, data quality, and strategic performance technology projects.
What you'll do
- Produce and validate performance measurements, reporting, return attribution, risk analytics, and account-level analyses.
- Respond to advisor and client inquiries and coordinate with business, technology, and regional teams on accurate, timely performance outputs.
- Support strategic platform projects through business requirements, testing, documentation, and process improvements.
What they ask for
- Typically 3+ years of relevant performance measurement experience, including project and performance experience.
- Bachelor’s degree in Finance, Economics, Mathematics, Computer Science, or a similar discipline from an accredited, high-quality institution.
- Ability to investigate and analyze complex datasets and work with performance methodologies, formulas, and risk measures.
- Effective written and verbal communication and collaboration across organizational levels.
Nice to have
- Knowledge of GIPS and composite practices, with CIPM/CFA path; familiarity with securities operations, trade processing, mainframe accounting systems, and performance system architecture.
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools.
Pay
USD 66,500.00-$95,000.00 base salary (Newark, DE); USD 85,500.00-$120,000.00 base salary (Brooklyn, NY)
Tools
GIPS, CIPM, CFA, Connect Wealth
AI focus
Develop experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve operational accuracy.
Model-written summary · the original posting is authoritative