Portfolio & Performance Analysis - Vice President, Tax Smart

Looking for an opportunity to transform your operating environment and take your career to the next level? Join our team! Our role provides exposure to the breadth of services and products across Asset Management, giving you the chance to identify problems, improve scale with automation tools, and enhance the client experience. Don't miss out on the chance to empower yourself and make a difference.

As a Portfolio & Performance Analysis Vice President within the Tax Smart team, you will be responsible for overseeing a broad spectrum of performance measurement & attribution calculations and create solutions for a new and growing product. You will have an advanced understanding of Global Investment Performance Standards (GIPS) reporting and knowledge of tax smart investing systems.

Job responsibilities

• Oversee a broad spectrum of performance measurement & attribution calculations and creating reporting solutions for a new and expanding product

• Monitor data quality and performing compares between computations from different sources, on both a pre- and after-tax basis

• Provide regular and bespoke risk and return analysis to portfolio managers and investment specialists

• Lead initiatives to create solutions to our complex client demands and challenges, and to continuously improve the infrastructure and control environment

• Provide the best client service experience by understanding our client's needs and by developing relationships across the organization, specifically Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others

• Provide guidance and interpretations as it relates to GIPS and the United States Investment Performance Committee (USIPC) After-Tax Performance Standards

• Work closely with aligned technology team, to implement best-in-class solutions for stakeholders

Required qualifications, capabilities, and skills

• Bachelor's degree

• 8+ years' experience in Performance and Attribution measurement

• Thorough understanding of investment performance measurement, attribution, composite maintenance and ex post risk concepts and methodologies

• Understanding of asset management products and clients, as well as good understanding of portfolio accounting principles

• Established quantitative skills with high-level cognitive and problem-solving capabilities

• Effective communicator, with the ability to lead discussions, present business results and influence a variety of business stakeholders

• Impressive relationship management skills to build sustainable and productive alliances across matrix organizations

• Proficiency with issue resolution and root cause analysis, including showing the ability to research and resolve issues in a timely manner

• Advanced MS Excel skills

Preferred qualifications, capabilities, and skills

• CFA (Chartered Financial Analyst) or CIPM (Certificate in Investment Performance Measurement) designation

• Experience in the WRAP business, particularly tax aware products

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Brooklyn,NY $114,000.00 - $182,000.00 / year