Portfolio and Performance Analysis - Team Lead

Job Description
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.
Job Summary:
As a Portfolio and Performance Analysis - Team Lead in the Performance Analysis team, you will act as a trusted advisor to the leadership team, providing insights and generating ideas on how to promote performance. You will also manage data quality and contribute to the department's efforts of improving systems and technology. You will be responsible for calculating performance returns and performance attribution across product range, ensuring accuracy and timely delivery. You will also be a key promoter in the development and implementation of the performance and attribution systems with best industry practices. This role provides an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area.
Job responsibilities:

• Provide the best client service experience by understanding our client's needs and developing relationships across the organization, specifically with Client Advisors, Portfolio Managers, Middle Office, Client Reporting, RFP teams and others
• Become a key contributor to the department's efforts of improving systems and technology, by actively participating in projects, requirement gathering and testing of software and system tools
• Maintain high standards of quality control checks and procedures; participate, develop and Preview controls for key business projects and business changes; be a driver of improvements in industry discussions / requests for comments on performance and GIPS issues
• Calculate performance returns and performance attribution across product range, ensuring accuracy and timely delivery
• Overseeing a broad spectrum of performance measurement & attribution calculations and creating reporting across several regional offices
• Analyze performance and attribution reports, and effectively communicate results to senior management, client portfolio managers and portfolio managers
• Be a driver of the development and implementation of the performance and attribution systems with best industry practices
• Monitoring data quality, resolve exceptions and performing compares between computations from different sources (e.g. internal vs external)
• Interpreting results and producing attribution commentary for a range of portfolio strategies/mandates (long and short duration, emerging markets, high yield, etc.) including determining sources of alpha and identifying the factors responsible for these results

Required qualifications, capabilities and skills:

• Comfortable in a team environment while also able to deliver on independent assignments
• Work effectively with teams and colleagues in different levels of the organization and across different geographical locations
• Knowledge of portfolio accounting principles, and performance and attribution methodologies
• Interact and communicate effectively - written and verbal - throughout all organizational levels and roles including a strong client service mentality
• Ability to work towards tight deadlines
• Passion for the investments business and financial markets
• Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation
• Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures
• Experienced performance measurement professional with 3+ years of relevant experience including project experience and knowledge of GIPS
• Understanding of the various businesses/products within the Asset management & Wealth management space
• Proficiency with Excel, PowerPoint

Preferred qualifications, capabilities and skills:

• Bachelor's degree in Finance, Economics, or Mathematics (or similar discipline) from an accredited, high quality institution preferred
• CIPM/CFA or progress toward designation a plus

About Us
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.
About the Team
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.