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Wealth Management - Investment Performance Specialist

Req #: 170115520
Location: Geneva, GE, CH
Job Category: Relationship Management/Sales
Potential Referral Amount: 6000 Swiss Franc (CHF)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across four business segments including Corporate & Investment Banking, Commercial Banking, Asset and Wealth Management, and Consumer and Community Banking.

The Wealth Management division of JPMorgan Chase & Co. division is part of the Asset and Wealth Management business segment.  It has offered for over 160 years customised solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers in the world.

A Swiss regulated subsidiary of the JPMorgan Chase & Co. Group of companies, J.P. Morgan (Suisse) SA is a leading provider of asset & wealth management and custody services, employing more than 800 people at both its Geneva headquarters and Zurich branch.

Our Team

The Portfolio Analysis Group within Asset and Wealth Management comprises a number of teams responsible for investment performance measurement of both client portfolios and strategies including, but not limited to, rates of return, contribution, attribution, risk analytics and investments reporting. In addition the Group is responsible for the construction and maintenance of performance composites. The Wealth Management Portfolio Analysis Group in Geneva provides performance analytics for client portfolios and strategies across the International Private Bank.


The Role

As an investment performance analyst you will be focused on ensuring accurate and timely delivery of performance returns and analytics for both internal and external clients.

Key responsibilities include:

  • Ensuring the accuracy of performance data through completion of validation controls and outlier investigations and timely resolution of identified data quality issues
  • Setup and maintain performance composites in accordance with pre-defined criteria
  • Production and validation of performance attribution, contribution and dispersion reporting
  • Provide accurate and timely responses to portfolio analysis queries
  • Reconcile and produce monthly performance reporting for Hedge Fund Advisory client portfolios
  • Contribute to the ongoing initiatives of the team with relevance to operational efficiencies, enhanced controls, process improvements, adherence to industry standards and performance insight



  • Degree or relevant qualification in Finance, Mathematics or similar field
  • Relevant experience in a performance analysis, operational or similar role
  • Knowledge of securities operations, trade processing and fund accounting 
  • Strong analytical and quantitative skills, comfortable with formulae, performance calculation methodologies and risk analytics
  • Ability to interact and communicate effectively at all levels within an organization
  • Ability to problem solve and implement process improvements
  • Highly committed with ability to work under pressure and to tight deadlines
  • Highly organized and proactive
  • Excellent attention to detail
  • Advanced knowledge of Excel
  • Language - English required

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.

If you would like to pursue a career with JPMorgan Chase & Co.’s in Switzerland, please apply online providing a cover letter and CV in English.

Due to legal restrictions, we will only be able to consider applications from applicants with a valid Swiss work permit, or holding a Swiss or European nationality.

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