Portfolio and Performance Analysis

Projects Overview

Date Posted: 12-Jul-2026
Job Type: Full Time
Job Exp: 1 Year
Salary: ₹15000 / MONTH
Location: delhi
Education Req: Bachelor's degree

Job description

???? Job Details

Job Title: Portfolio and Performance Analysis – Team Lead
Job Type: Full-time
Location: Delhi, Delhi

???? About J.P. Morgan

JPMorgan Chase & Co. is one of the world’s oldest and most respected financial institutions. With over 200 years of history, we serve millions of consumers, small businesses, and some of the most prominent corporate, institutional, and government clients across the globe under the J.P. Morgan and Chase brands.

We are a global leader in investment banking, consumer and commercial banking, financial services, asset and wealth management.

???? Job Summary

As a Team Lead in the Performance Analysis team, you’ll act as a trusted advisor to leadership, delivering insights and managing performance data. You'll be responsible for calculating and attributing performance across a product range while ensuring data quality, timely reporting, and system enhancements. This role sits at the intersection of investment performance, technology, and strategic advisory in a fast-paced, analytical environment.

????️ Key Responsibilities

Serve as a trusted advisor to leadership by analyzing and communicating performance and attribution insights
Build and maintain relationships across teams including Client Advisors, Portfolio Managers, Client Reporting, and Middle Office
Calculate performance returns and performance attribution across product portfolios with accuracy and timeliness
Monitor and improve data quality, resolve exceptions, and reconcile discrepancies from multiple data sources
Develop attribution commentary and insights for portfolios spanning long/short duration, emerging markets, and high-yield strategies
Actively participate in system upgrades and technology improvements, including testing and requirement gathering
Maintain and refine quality control and risk management procedures
Lead or contribute to projects focused on enhancing performance systems and best practices
Interpret results and communicate findings to senior leadership and client teams
Stay updated and contribute to discussions around GIPS compliance and industry trends

✅ Required Qualifications & Skills

Minimum 3 years of experience in performance measurement or related field
Strong knowledge of portfolio accounting, performance attribution methodologies, and financial markets
Excellent quantitative skills, strong command over formulas, risk measures, and performance analytics
Proven ability to work under pressure and meet deadlines in a fast-paced environment
Strong communication and client service skills, with the ability to explain complex data to diverse stakeholders
Ability to manage independent assignments and collaborate across global teams
Passion for the investment industry and eagerness to drive results
Proficiency in Excel and PowerPoint

???? Preferred Qualifications

Bachelor’s degree in Finance, Economics, Mathematics, or related discipline
CIPM/CFA designation or current candidacy is a plus
Experience with GIPS standards and portfolio management systems is desirable
Background in Asset Management and Wealth Management industry

???? What You Bring

A self-starter mindset with creativity and analytical thinking
Strong stakeholder engagement and cross-functional collaboration
Passion to improve systems, tools, and processes
Confidence in navigating complex datasets and technologies

???? About the Team

J.P. Morgan Asset & Wealth Management provides investment strategies and financial advice to individuals, institutions, and advisors globally. From private banking to institutional asset management, our teams work to help clients grow, protect, and manage their wealth with intention and excellence.

⚖️ Diversity & Inclusion

At J.P. Morgan, diversity is our strength. We are an equal opportunity employer, committed to creating an inclusive environment for all. We welcome applicants regardless of race, gender identity, religion, disability, or any other protected status. Reasonable accommodations are available for individuals with disabilities or religious needs.

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