GIPS Composite Analyst Vice President

Job Description

GIPS Composite Analyst Vice President | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in London, England, United Kingdom. JPMorgan Chase is a global leader in financial services, providing solutions across investment banking, asset management, and commercial banking. This position in the Performance Analysis Group is vital for ensuring accurate and compliant reporting of investment performance. The role is critical for managing multi-asset composite performance across a wide range of global investment strategies and structures, which directly supports transparency and trust with the firm’s clients and stakeholders.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, London, England, United Kingdom
• Team: Performance Analysis Group (PAG) Team
• Mission: Manage multi-asset composite performance workloads for global strategies and varied investment structures, ensuring strict adherence to GIPS standards and accurate reporting.
• Tech Stack: StatPro Composite, StatPro Interactive, MS Excel, Python, SQL, Alteryx, Tableau, GIPS

What You’ll Actually Do
• GIPS Verification: Manage and ensure the successful completion of the International GIPS Firm’s annual verification process.
• Composite Management: Construct, meticulously maintain, and govern GIPS composites in strict accordance with GIPS standards, covering institutional accounts and various retail products.
• Stakeholder Engagement: Build and nurture strong relationships with key stakeholders such as Portfolio Managers, Investment Specialists, and Client Reporting, serving as the primary GIPS Subject Matter Expert.
• Performance Reporting: Produce and deliver comprehensive GIPS Reports on both recurring and ad-hoc bases, ensuring the completeness of benchmarks, composite details, and all required disclosures.
• Risk Calculation: Perform accurate account-level and composite-level performance and ex post risk calculations, utilizing appropriate methodologies for performance reporting, including measures like volatility and tracking error.
• Process Improvement: Analyze business processes end-to-end to identify operational risks, gaps, and inefficiencies, then recommend and implement effective process improvements and innovative solutions.

The Must-Haves
• Background: An undergraduate degree in finance, economics, actuarial science, business management, or a related field, combined with relevant senior-level experience in financial services, specifically focusing on GIPS composite creation, maintenance, and implementation.
• Experience: Demonstrated hands-on experience with GIPS composite creation, maintenance, and implementation, including managing multi-asset composite performance workloads. This requires proficiency with handling large datasets, MS Excel, and experience with Python/SQL programming, alongside tools such as Alteryx or Tableau.
• Skills: Strong performance analytical and problem-solving abilities, excellent communication and interpersonal skills to articulate GIPS rules to non-experts, and the capability to work independently while supporting less experienced team members.
• Bonus: Progress towards an advanced degree or certifications like CIPM is advantageous, as is practical experience utilizing AI/LLMs to achieve business objectives.