Investor Support Associate

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...