Discover your next opportunity in the Performance Analysis Group!
As a Global Investment Performance Standards (GIPS) Composite Analyst Vice President in the Performance Analysis Group (PAG) Team, you will manage multi-asset composite performance workloads across Fixed Income, Equities, and Multi-Asset Solutions (MAS), supporting global strategies including varied investment structures (WRAP/SMAs, pooled vehicles, ETFs, and institutional mandates).
Job Responsibilities
- Manage and complete International GIPS Firm annual verification
- Construct, maintain, and govern GIPS composites in accordance with GIPS standards, including treatment of institutional accounts and bundled/WRAP retail products.
- Collaborate with other global team members to investigate and resolve queries/issues related to performance and formulate best practices to improve the efficiency of the team.
- Build relationships with key stakeholders i.e. Portfolio Managers, Investment Specialists, Investment Directors, Client Reporting and serve as key point of contact as a GIPS Subject Matter Expert
- Produce and deliver GIPS Reports on a recurring and ad-hoc basis, ensuring completeness of benchmarks, composite details, and required disclosures.
- Partner with stakeholders (Investments, Client/Marketing, Product, Compliance, Risk, Operations) to support performance-related deliverables and respond to internal/external inquiries.
- Perform account-level and composite-level performance and ex post risk calculations using appropriate methodologies used in performance reporting (e.g., volatility, tracking error, information ratio and other measures as required).
- Leverage StatPro Composite / StatPro Interactive for composite construction, maintenance, and reporting; help improve tool usage, workflows, and documentation.
- Support audits, internal reviews, and compliance testing by maintaining clear evidence trails, procedures, and repeatable controls related to composites, benchmarks, and reporting outputs whilst adhering to all PAG controls i.e. timely Standard Operating Procedure (“SOP”) updates and Change Management
- Analyse business processes end-to-end to identify operational risks, gaps, and inefficiencies; recommend and implement process improvements and innovative solutions.
- Contribute to continuous improvement initiatives (automation, standardization, KPI tracking, and cycle-time reduction) to enhance accuracy, scalability, and timeliness of deliverables.
Required qualifications, capabilities, and skills
- Relevant experience in financial services, with a focus on GIPS composite creation, maintenance and implementation
- Strong performance analytical and problem-solving skills, with a keen eye for detail, a proactive approach to identifying issues, and being able to handle multiple assignments.
- Excellent communication and interpersonal skills, with the ability to present GIPS rules in a way that non experts understand hence being able to adjust the dialog to the stakeholder.
- Self-motivated and a self-starter, capable of working independently with minimal guidance to achieve objectives and at the sometime can collaborate and support less experienced junior members in offsite teams
- Undergraduate degree in finance, economics, actuarial science, business management, or a related field.
- Hands-on experience with handling large datasets, proficiency with MS Excel experience with Python/SQL programming, and tools such as Alteryx or Tableau.
Preferred qualifications, capabilities, and skills
- Progress towards advanced degree or certifications such as CIPM is advantageous.
- Experience with leveraging AI/LLMs to accomplish business objective
Skills Required
- Relevant financial services experience focused on GIPS composite creation, maintenance, and implementation
- Strong performance analytics and problem-solving skills
- Excellent communication and interpersonal skills, including explaining GIPS rules to non-experts
- Ability to work independently with minimal guidance and collaborate with junior team members
- Undergraduate degree in finance, economics, actuarial science, business management, or a related field
- Experience handling large datasets
- Proficiency with Microsoft Excel
- Experience with Python and SQL programming
- Experience with Alteryx or Tableau
- Progress toward an advanced degree or certifications such as CIPM
- Experience leveraging AI or large language models for business objectives
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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