Turn complex mortgage servicing data into clear insights that shape valuation and pricing decisions. In this role, you’ll bring structure to recurring reporting, uncover drivers behind performance, and help strengthen quantitative models through disciplined monitoring. You’ll collaborate across functions, improve repeatable workflows, and translate analytics into materials that leaders can act on. If you enjoy combining markets curiosity with hands-on analysis, this opportunity is built for you.
Job summaryAs a Portfolio and Performance Analyst in Capital Marjets Team, you support mortgage servicing rights (MSR) portfolio valuation, risk management, and origination pricing through cash flow analysis, recurring reporting, and quantitative model monitoring. You help explain performance and variance drivers, contribute to model calibration and back-testing activities, and improve processes and documentation that strengthen controls and governance.
Job responsibilities- Analyze servicing cash flows and model outputs to identify performance trends and key drivers
- Produce monthly reporting and support quarterly model performance monitoring, including variance investigation and attribution
- Support model calibration and back-testing efforts, including sensitivity analysis aligned to documentation and governance needs
- Build repeatable tools and workflows to support model inputs, assumptions, controls, and reporting requirements
- Create and maintain user guides, procedures, and methodology documentation to improve process clarity and continuity
- Partner with cross-functional teams to enhance model reliability and contribute to business review materials for senior stakeholders
- Bachelor’s degree (or equivalent) in a quantitative or analytically rigorous field (e.g., finance, economics, statistics, mathematics, engineering, computer science, or related disciplines)
- Demonstrated analytical and problem-solving skills with strong attention to detail
- Ability to translate quantitative results into clear written and verbal reporting for stakeholders
- Proficiency with a BI/visualization tool (e.g., Power BI, Tableau, or similar)
- Advanced Excel skills, including the ability to operate and maintain complex analytical workbooks
- Proficiency in SQL for data extraction and manipulation
- Ability to manage multiple priorities, work independently across time zones, and drive tasks to completion with limited real-time oversight
- Comfort working with quantitative models and interpreting performance signals (e.g., trends, variances, and sensitivities)
- Familiarity with large language model (LLM) tools to improve productivity and communication
- Ability to read and edit Python to support existing analytics workflows
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.
Skills Required
- Bachelor's degree or equivalent in finance, economics, statistics, mathematics, engineering, computer science, or a related quantitative field
- Strong analytical and problem-solving skills with attention to detail
- Ability to translate quantitative results into clear written and verbal stakeholder reporting
- Proficiency with a business intelligence or data visualization tool such as Power BI or Tableau
- Advanced Excel skills, including maintaining complex analytical workbooks
- Proficiency in SQL for data extraction and manipulation
- Ability to manage multiple priorities and work independently across time zones
- Comfort working with quantitative models and interpreting trends, variances, and sensitivities
- Familiarity with large language model tools
- Ability to read and edit Python for existing analytics workflows
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.
-
Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
-
Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
-
Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
.png){kind=logo}
