Investor Support Associate

JOB DESCRIPTION

Advance your career with our Portfolio Analysis Group, where innovation, creativity, and excellence are at the heart of what we do.

As an Investor Support Associate in the Portfolio Analysis Group, you will partner with front office advisors, bankers, and investment specialists to resolve complex portfolio and investment performance issues while driving Private Bank change initiatives in product development, data enhancement, reporting, and generative Artificial Intelligence (AI) solutions to streamline the investment review process. You will have opportunities to partner with dedicated technology teams on a regular basis to advance best in class Straight Through Processing (STP) data processing as well as aid in launching product enhancements and features. You will engage across all levels of the organization chart and will have direct access to senior management.

Job responsibilities

• Conduct comprehensive investment performance analysis, delivering accurate risk and return metrics and written summaries to investors in a timely manner
• Respond to complex investor and client portfolio inquiries, providing expert support to front office teams on performance-related matters
• Collaborate across Operations to investigate and resolve data discrepancies arising from corporate actions, pricing, and portfolio activity to ensure data integrity
• Oversee the end-to-end performance reporting process utilizing JPMorgan proprietary platforms, ensuring consistency and accuracy in deliverables
• Design and facilitate ongoing training programs and consultation sessions to enhance analytics capabilities among investors
• Develop, optimize, and document performance measurement workflows and procedures, driving operational excellence
• Partner with Technology teams to identify, prioritize, and implement system enhancements and defect resolutions that impact performance measurement
• Lead and support Performance projects focused on building gen Artificial Intelligence (AI) initiatives of which the group has several

Required qualifications, capabilities and skills

• Relevant bachelor's degree (Business, Mathematics, Economics)
• Direct experience in investment performance measurement or equivalent to 5+ years in a client-facing role within asset or wealth management
• Proven ability to interact and communicate effectively with front-office teams in a high-pressure environment
• Strong passion for financial markets and a genuine interest in current events relevant to the banking sector
• Strong analytical and creative problem-solving skills; able to quickly analyze information, develop innovative solutions, and execute implementation
• Comfortable with self-guided research and investor support, with appropriate supervision
• Effective at working both independently and as part of a team

Preferred qualifications, capabilities and skills

• Knowledge of JPMorgan Connect Applications

ABOUT US

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.