Asset Management - Portfolio Analysis Group - Associate

Role summary

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The Portfolio Analysis Group Associate supports investment teams and clients by analyzing portfolios, preparing performance and risk reports, reviewing data quality, and explaining investment results. Requirements typically include a bachelor’s degree in finance, economics, accounting, mathematics, business, or a related discipline; strong analytical and problem-solving skills; advanced Excel capability; and familiarity with portfolio management, financial markets, performance measurement, or risk concepts. Experience with databases, SQL, Python, or reporting tools may be advantageous. Candidates are expected to be detail-oriented, organized, commercially aware, and able to communicate clearly with global stakeholders while managing deadlines and maintaining strict accuracy and confidentiality.

About the employer

JPMorgan Chase & Co. is a leading global financial services firm headquartered in the United States, with operations spanning investment banking, commercial banking, consumer banking, payments, asset management, and wealth management. Its Asset Management business serves institutions, corporations, governments, financial intermediaries, and individual investors through investment strategies across equities, fixed income, alternatives, and multi-asset portfolios. The company operates in numerous international markets and employs a large workforce in the Philippines, particularly in technology, operations, finance, risk, and investment-support roles. JPMorgan is known for its structured professional development, global mobility opportunities, rigorous controls, and collaborative work with teams across regions. Employees are generally expected to demonstrate integrity, analytical discipline, strong communication, and a commitment to client service and regulatory standards.