Help turn portfolio data into clear insights that improve decision-making and client outcomes. In this role, you will partner with investment and reporting teams to deliver accurate performance measurement, attribution, and analytics. You will solve complex problems, improve processes, and strengthen data quality. If you enjoy combining quantitative rigor with clear communication, this role offers meaningful impact and growth.

Job summary

As a Portfolio Analysis Associate in the Portfolio Analysis Group, you will deliver performance measurement, attribution, and portfolio analytics that support investment teams and client reporting. You will translate results into clear insights, help improve analytics infrastructure, and ensure data quality through effective controls and collaboration.

Job responsibilities

• Lead infrastructure and process initiatives that enhance performance measurement, attribution, and analytics capabilities
• Build strong partnerships across investment, operations, and reporting teams to understand needs and deliver solutions
• Interpret attribution results and develop commentary that explains drivers of portfolio outcomes across strategies
• Provide regular and ad hoc risk and return analysis to support investment decision-making
• Oversee performance and attribution calculations and develop reporting solutions to meet stakeholder requirements
• Monitor data quality and perform reconciliations across calculation sources to identify and resolve breaks

Required qualifications, capabilities and skills

• Bachelor’s degree
• 5 years of experience in performance measurement and attribution analysis
• Strong understanding of fixed income products, including structured products and derivatives
• Knowledge of asset management products and client needs, including portfolio accounting principles and attribution methodologies
• Demonstrated quantitative and problem-solving skills, with strong attention to detail
• Strong communication skills, including the ability to present results and influence stakeholders
• Relationship management skills to build productive partnerships in a matrixed organization

Preferred qualifications, capabilities and skills

• Certified Public Accountant (CPA) 
• Proficiency with Microsoft Excel
• Experience conducting issue resolution and root cause analysis, including timely investigation and remediation
• Experience supporting fixed income performance and attribution workflows
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

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.