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JPMorgan Chase Asset & Wealth Management - Portfolio Analytics Group Composites, Associate [Brooklyn, NY] in Brooklyn, New York

JPMorgan Chase & Co at . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking .

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Team

J.P. Morgan Asset and 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 independent analysis and thought leadership for internal clients including portfolio managers, front office advisors, sales & marketing and senior management. Analysis types and activities include, but are not limited to, rate of return calculations, return attribution, risk analytics, competitive analysis and composite construction. This analysis is instrumental to help external clients understand drivers of return in their portfolios and help us internally measure the effectiveness of our products and strategies.

PAG consists of over 130 investment analysis professionals located in 7 countries and 11 locations. Included are a dedicated business management team, platform team and data management team which support the group. We serve different client groups through two main lines of business:

  • Wealth Management which is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide with a clear focus on managing client assets and delivering strong risk-adjusted returns. With nearly 400 different strategies, Global Investment Management spans the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity. PAG’s Global Investment Management presence includes the following locations: New York, Columbus, London, Mumbai, Korea, Taiwan, Hong Kong and Tokyo.

  • The J.P. Morgan Private Bank, offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. PAG’s Private Bank presence includes the following locations: New York, Geneva, Hong Kong, Mumbai, Sao Paulo and Mexico City.


PAG seeks as Associate in our NY office to focus primarily on our expanding Wealth Management line of business. The primary responsibilities of this role include:

  • Support the delivery of WM Composites

  • Focus on global roll out of composites across Wealth Management (“WM”) strategies including AWM, CWM and JPMS and implementation of global composite tool

  • Analyze and interpret data, i.e. perform “what if” analysis and proof of concept for proposed criteria and new methodologies

  • Develop acceptable composite criteria which is aligned to GIPS standards where possible

  • Develop and maintain consistent reporting showing the value of investment product offerings, including performance, risk measures and attribution

  • Support the WM PAG Governance process by organizing meeting materials, tracking follow-ups and upcoming agenda items

  • Work closely with key business stakeholders including Managed Solutions and Strategies (“MSS”), Business Management, Investment Risk, Technology, Legal and Compliance

  • Prioritize requests and work with the various MSS teams to develop criteria for business needs

  • Work on short-term, medium-term and longer-term strategic initiatives that are focused on improving PAG’s processes and controls

  • Create test scripts and perform testing

  • Ad hoc data analysis and querying


The Performance Measurement Composites Associate must bring a relentless focus on execution and enjoy taking ownership for the delivery of measurable results. They must also exhibit the following qualities:

  • Experienced performance measurement professional with 4-6 years of experience

  • Strategic thinker able to drive multiple initiatives and prior experience driving change

  • Passion for investments business

  • Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and to execute their implementation

  • Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures

  • Understanding of the various businesses/products within the Private Bank space

  • Knowledge of securities operations, trade processing, mainframe accounting systems and performance systems a plus

  • Solid analytical ability to research and analyze data

  • Interact and communicate effectively – written and verbal -- with all levels of staff

  • Ability to interact and communicate effectively with front-office and work with tight deadlines in a high pressure environment

  • Ability to multi-task and strong attention to detail

  • Strong presentation skills

  • Strong excel, access and SQL is a bonus

  • Bachelors degree from an accredited, high quality institution

  • Well versed in GIPS standards

  • CIPM/CFA preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

The New York State Department of Labor is an Equal Opportunity Employer/Program. Auxiliary aids and services are available upon request to individuals with disabilities.