Fund Servicing Manager

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 5 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 5 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

• Work Setup: Full Time Onsite

   

Internal Application Eligibility Requirements:

• TENURE:
  • Must meet minimum employment tenure requirement. Specific roles require longer tenure in current position to be eligible to apply. Unless established for specific positions by the line of business, the standard tenure requirement is 12 months.
• PERFORMANCE:
  • Meets satisfactory performance standards as defined by the firm

By submitting an application and/or joining the interview, you affirm to meet the Internal Mobility Eligibility Requirements as stated in the Applying for Internal Positions Firmwide Standard. You are expected to provide true and accurate information to the Company during the recruitment and application process. Knowingly giving false or misleading information shall be subjected to the imposition of appropriate corrective action, following the firm’s HR Policies and Guidelines. 

Inform your manager once scheduled for an interview. Include in your discussion if you have questions about eligibility or line of business specific guidelines.

Make sure your profile is updated in the new me@jpmc > Jobs.  Attaching your updated resume is encouraged. 

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.