Performance Business Transformation Senior Associate

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Performance Business Transformation Senior Associate, Midlothian

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Yes

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Job Reference:

d2db3eb11742

Job Views:

7

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Welcome to JPMorgan Chase. If you have a strong knowledge of performance, attribution, and analytics products and their capabilities within the institutional client segment, this role is for you!

As a Performance Business Transformation Senior Associate within the IIS Operations Team, you will take charge of the swift onboarding of asset owner and asset manager clients from an internal legacy platform to an external one. Collaborating closely with internal stakeholders in client operations, product technology, and product management across global operating sites will be a significant part of your role.

Job responsibilities

• Assists senior department leadership with project staffing and governance decisions
• Trains others in the use of applications
• Leads/influences less experienced members of the team in a matrix reporting environment
• Establishes and maintains relationships with vendor and internal management/front line staff
• Partners with performance operations to understand client behavior where required
• Possesses a business-level understanding of platform functions (legacy and external)
• Works independently as well as on a team to verify performance/risk analytics at multiple levels across platforms using available tooling
• Interprets and writes commentary on functional testing results
• Identifies, documents, and resolves production issues pre and post migration
• Provides concise client migration status updates and assists with prioritization
• Presents findings, outcomes, and solutions at stakeholder meetings

Required qualifications, capabilities, and skills

• Previous industry experience with institutional clients (working with market-leading performance, attribution, and analytics software platforms, e.g., FactSet)
• Deep understanding of systems/software development lifecycle
• Proficiency with office productivity software
• Positive attitude with a willingness to work hard and be on a steep learning curve
• Attention to detail with demonstrated problem-solving ability
• BA/BS/MBA or equivalent preferably in business/finance or math

Preferred qualifications, capabilities, and skills

• Industry-recognized professional certifications such as CFA, CAIA, and CIPM are encouraged

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