JPMorganChase · 1 day ago
Senior Customer Success Associate - Investment Performance/Analytics
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$91K/yr - $132K/yr
10+ years expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of clients. As a Senior Customer Success Associate in the FUSION Performance and Risk Analytics Team, you will support institutional clients by delivering advanced analytics and insights throughout the investment lifecycle, helping them make informed investment decisions.
Asset ManagementBankingFinancial Services
Responsibilities
Represent PRA and the Bank at client onboardings, service reviews, due diligence meetings, and presentations, including periodic travel
Partner with internal stakeholders to deliver a coherent and resonant message to market
Demonstrate expertise in the investment lifecycle, including industry best practices, regulatory requirements, and emerging trends
Conduct comprehensive performance analyses of investment portfolios, including attribution analysis, exposures, and rates of return
Develop and maintain sustainable service relationships to ensure timely and accurate client reporting
Identify, document, and pursue opportunities to deepen client relationships through product demonstration, trial subscription, and cross-sales
Analyze and interpret workflow exceptions, guide third parties on remediation, and take ownership of plan execution
Present findings in clear, audience-appropriate communications
Lead inquiry response efforts with external stakeholders, establishing priorities and articulating dependencies and delivery timetables
Maintain a positive work environment, encouraging contribution and growth
Build strong interpersonal relationships and broad consensus in large, complex organizations
Qualification
Required
Bachelor's degree in Finance, Mathematics, Statistics, or related field
10 years of experience in performance analysis, risk analytics, or investment analytics within the financial services industry
Strong understanding of institutional fund accounting
Demonstrated ability to build strong relationships in complex organizations
Experience conducting performance analyses and presenting findings to diverse audiences
Ability to lead inquiry response efforts and manage multiple priorities
Excellent communication and presentation skills
Commitment to maintaining a positive and growth-oriented work environment
Willingness to travel periodically for client engagements
Ability to analyze workflow exceptions and guide remediation efforts
Professional demeanor and collaborative approach
Preferred
Interest in or pursuit of a Master's degree or relevant professional designations (such as CFA, CIPM, CAIA, FRM)
Knowledge or use of FactSet and/or competitor platforms
Experience with product demonstration, trial subscription, and cross-sales in institutional investment services
Familiarity with regulatory requirements and emerging trends in performance and risk analytics
Ability to defend principles and build consensus based on shared interests
Experience working with global partners and clients
Creative and client-focused mindset
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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