Fund Servicing Manager
JPMorganChase
Shape how institutional investors measure success. Join a Performance and Risk Analytics team that turns data into decisions and insights into action. In this role, you help clients understand the story behind their portfolios—linking performance, attribution, and risk to the outcomes that matter. You’ll collaborate across a sophisticated ecosystem, elevate reporting standards, and guide best practices throughout the investment lifecycle. If you’re driven by precision, impact, and continuous learning, this is where your expertise creates real client value.
As a Performance Manager within the Performance and Risk Analytics (‘PRA’) Team you are responsible in supporting the bank’s institutional asset owner and asset manager clients with technologies that provide insights into the result of their investment decisions throughout the investment lifecycle. You will play a critical role in supporting decision-making processes, work on implementing organization’s objectives and ensuring reporting and client management with high standards.
Job Responsibilities
- Demonstrate expertise in the investment lifecycle, including industry best practices, regulatory requirements, the competitive landscape, and emerging trends in performance and risk analytics across client segments.
- Conduct comprehensive performance analyses of investment portfolios including attribution analysis, exposures and rates of return against objectives.
- Maintain accurate and timely reporting for clients, ensuring data integrity and resolving basic workflow exceptions.
- Analyze and interpret workflow exceptions. Guide third parties on remediation efforts and take ownership on plan execution. Present findings in straightforward, audience-appropriate communications.
- Train and educate staff/clients on performance measurement practices and methodology and the internal performance measurement process
- Maintain a positive, uplifting work environment where all are encouraged to contribute. Adopt a growth mindset where all feel comfortable taking risks to learn. Persist through setbacks to achieve results.
- Demonstrate success building strong interpersonal relationships in large, complex organizations.
Required qualifications, capabilities and skills:
- Bachelor's degree in banking, business management, or a related field.
- Minimum 7 years of experience working with institutional clients, demonstrating a deep understanding of their needs
- Strong analytical skills with a solid understanding of investment products, asset classes, and financial markets.
- Familiarity with the systems/software development lifecycle to support technology-driven solutions.
- Proficiency with office productivity software to enhance efficiency and collaboration.
- Positive attitude and willingness to embrace challenges and continuous learning.
- Meticulous attention to detail and proven ability to solve complex problems.
Preferred qualifications, capabilities and skills:
- Minimum of 3 years of experience with leading performance, attribution, and analytics software platforms, such as FactSet, preferred.
- Industry recognized professional certifications such as CFA, CAIA and CIPM are encouraged
Additional Information:
- Shift Schedule: will follow either APAC or EMEA
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Work Setup: Full Time Onsite
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.
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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our team to build your career in a culture that values innovation, creativity and excellence.