Portfolio Automation Analyst
Join JP Morgan's Personal Investing PMO team to build automated portfolio reporting and governance at scale—using Jira, Confluence, SharePoint and AI to produce decision-ready insights, ensure Delivery Lifecycle adherence, and keep senior forums running smoothly.
We know that people want great value combined with an excellent experience from a bank they can trust, so we launched J.P. Morgan Personal Investing to help customers invest with confidence through digital experiences that are simple, secure and intuitive. We’re building and scaling modern capabilities with a strong focus on customer outcomes, operational resilience and disciplined delivery — meaning you’ll have the opportunity to make a real impact.
As a Portfolio Governance Automation Analyst (PMO) at JP Morgan Personal Investing, you will be part of an organisation supporting product delivery excellence across a large and fast-moving portfolio. Your focus will be to automate PMO reporting and governance—building KPI-driven packs, dashboards and lifecycle evidence checks from Jira and Confluence, and using SharePoint to manage meeting artefacts, decisions and actions at scale. You will also provide cover for the PMO Manager in senior governance forums when required, ensuring meetings remain decision-led, on time, and outcomes are captured and closed.
Our PMO / Portfolio Governance team is at the heart of this venture, ensuring we make timely decisions, manage dependencies and risk, and embed a consistent Product Delivery Lifecycle (PDLC) so teams can move fast. We’re looking for someone who combines a structured operating mindset with hands-on technical capability—someone who can build automation that reduces manual effort and improves the quality of decision-making.
While we’re looking for professional skills, culture is just as important to us. We understand that everyone’s unique – and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there’s scope for you to make a huge difference – on us as a company, and on our clients and business partners around the world.
Job responsibilities:
- Build and maintain automated portfolio reporting from Jira and Confluence, including data normalisation across teams using different workflows and custom fields.
- Define and maintain a KPI dictionary (definitions, formulas, data sources, caveats) and implement automated KPI computation (e.g., WIP, aging, cycle time by stage, evidence completeness).
- Produce executive-ready weekly portfolio packs (PPT/Confluence) that highlight exceptions, risks/issues/dependencies, key milestones, and “decisions needed.”
- Embed the Product Delivery Lifecycle (PDLC) by defining minimum requirements and implementing evidence tracking/checks so initiatives are decision-ready and auditable.
- Design and operate SharePoint sites/lists/libraries to manage governance meetings, agendas, actions, decisions, and artefact cataloguing with clear ownership and due dates.
- Support and, when needed, represent the PMO Manager in senior governance forums (including MD forums): prepare agendas and pre-reads, keep meetings on time, capture decisions/actions, and follow-up closure/escalations.
- Identify and implement continuous improvements in tools, templates and ways of working—reducing manual effort and avoiding additional admin burden on squads.
- Apply approved AI/automation methods to streamline PMO workflows (e.g., summarisation, action extraction, exception narratives) with appropriate validation and controls.
Required qualifications, capabilities and skills:
- 4–6 years’ experience in PMO/portfolio operations, product operations, technology business management, reporting/analytics, or similar roles in complex, matrixed organisations.
- Hands-on coding ability (Python strongly preferred) with demonstrable experience building automation for reporting/analytics (scripts, pipelines, dashboards, pack generation).
- Strong experience with Jira and Confluence (queries/filters, workflows, custom fields, linking strategy, and working with inconsistent data hygiene).
- Advanced SharePoint skills (lists/libraries, permissions, information architecture) and experience using SharePoint to manage meeting governance and structured registers (actions/decisions).
- Strong analytical skills and attention to detail; able to define metrics precisely and handle data edge cases.
- Excellent written and verbal communication; able to create executive-ready narratives and facilitate meetings to outcomes.
- Strong organisational skills with a bias for action and continuous improvement.
Preferred qualifications, capabilities and skills
- Experience programmatically generating or publishing meeting packs (e.g., PPT automation, templated Confluence publishing).
- Experience implementing evidence-based governance checks (controls/evidence completeness) and exception-based reporting.
- Demonstrated experience applying LLMs/AI safely in workflows (grounding, validation, human-in-the-loop) using approved tooling.
- Experience operating in low-engagement environments by designing “one ask per week” processes and reducing manual chasing.
- Familiarity with SDLC/PDLC governance and control requirements and working with Risk/Controls partners.
Skills Required
- 4-6 years of experience in PMO, portfolio operations, product operations, technology business management, reporting and analytics, or similar roles in complex, matrixed organisations.
- Hands-on coding ability, with Python strongly preferred, and demonstrable experience building reporting or analytics automation, scripts, pipelines, dashboards, or pack generation.
- Strong experience with Jira and Confluence, including queries, filters, workflows, custom fields, linking strategy, and inconsistent data hygiene.
- Advanced SharePoint skills, including lists, libraries, permissions, information architecture, meeting governance, and structured action or decision registers.
- Strong analytical skills and attention to detail, including precise metric definition and management of data edge cases.
- Excellent written and verbal communication skills, including executive-ready narrative development and meeting facilitation.
- Strong organisational skills and a bias for action and continuous improvement.
- Experience programmatically generating or publishing meeting packs, such as PowerPoint automation or templated Confluence publishing.
- Experience implementing evidence-based governance checks, controls, evidence completeness, and exception-based reporting.
- Experience applying LLMs or AI safely in workflows using grounding, validation, human-in-the-loop processes, and approved tooling.
- Experience designing low-engagement operating processes that reduce manual chasing.
- Familiarity with SDLC or PDLC governance, control requirements, and collaboration with Risk or Controls partners.
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 — 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.
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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.
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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.
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