JPMorgan Chase & Co.
Portfolio Automation Analyst
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Portfolio Automation Analyst
Join JP Morgan's Personal Investing PMO team to build automated portfolio reporting and governance at scale—using Jira, Confluence, SharePoint and AI to produce decision-ready insights, ensure Delivery Lifecycle adherence, and keep senior forums running smoothly.
We know that people want great value combined with an excellent experience from a bank they can trust, so we launched J.P. Morgan Personal Investing to help customers invest with confidence through digital experiences that are simple, secure and intuitive. We’re building and scaling modern capabilities with a strong focus on customer outcomes, operational resilience and disciplined delivery — meaning you’ll have the opportunity to make a real impact.
As a Portfolio Governance Automation Analyst (PMO) at JP Morgan Personal Investing, you will be part of an organisation supporting product delivery excellence across a large and fast-moving portfolio. Your focus will be to automate PMO reporting and governance—building KPI-driven packs, dashboards and lifecycle evidence checks from Jira and Confluence, and using SharePoint to manage meeting artefacts, decisions and actions at scale. You will also provide cover for the PMO Manager in senior governance forums when required, ensuring meetings remain decision-led, on time, and outcomes are captured and closed.
Our PMO / Portfolio Governance team is at the heart of this venture, ensuring we make timely decisions, manage dependencies and risk, and embed a consistent Product Delivery Lifecycle (PDLC) so teams can move fast. We’re looking for someone who combines a structured operating mindset with hands-on technical capability—someone who can build automation that reduces manual effort and improves the quality of decision-making.
While we’re looking for professional skills, culture is just as important to us. We understand that everyone’s unique – and that diversity of thought, experience and background is what makes a good team, great. By bringing people with different points of view together, we can represent everyone and truly reflect the communities we serve. This way, there’s scope for you to make a huge difference – on us as a company, and on our clients and business partners around the world.
Job responsibilities:
- Build and maintain automated portfolio reporting from Jira and Confluence, including data normalisation across teams using different workflows and custom fields.
- Define and maintain a KPI dictionary (definitions, formulas, data sources, caveats) and implement automated KPI computation (e.g., WIP, aging, cycle time by stage, evidence completeness).
- Produce executive-ready weekly portfolio packs (PPT/Confluence) that highlight exceptions, risks/issues/dependencies, key milestones, and “decisions needed.”
- Embed the Product Delivery Lifecycle (PDLC) by defining minimum requirements and implementing evidence tracking/checks so initiatives are decision-ready and auditable.
- Design and operate SharePoint sites/lists/libraries to manage governance meetings, agendas, actions, decisions, and artefact cataloguing with clear ownership and due dates.
- Support and, when needed, represent the PMO Manager in senior governance forums (including MD forums): prepare agendas and pre-reads, keep meetings on time, capture decisions/actions, and follow-up closure/escalations.
- Identify and implement continuous improvements in tools, templates and ways of working—reducing manual effort and avoiding additional admin burden on squads.
- Apply approved AI/automation methods to streamline PMO workflows (e.g., summarisation, action extraction, exception narratives) with appropriate validation and controls.
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Required qualifications, capabilities and skills:
- 4–6 years’ experience in PMO/portfolio operations, product operations, technology business management, reporting/analytics, or similar roles in complex, matrixed organisations.
- Hands-on coding ability (Python strongly preferred) with demonstrable experience building automation for reporting/analytics (scripts, pipelines, dashboards, pack generation).
- Strong experience with Jira and Confluence (queries/filters, workflows, custom fields, linking strategy, and working with inconsistent data hygiene).
- Advanced SharePoint skills (lists/libraries, permissions, information architecture) and experience using SharePoint to manage meeting governance and structured registers (actions/decisions).
- Strong analytical skills and attention to detail; able to define metrics precisely and handle data edge cases.
- Excellent written and verbal communication; able to create executive-ready narratives and facilitate meetings to outcomes.
- Strong organisational skills with a bias for action and continuous improvement.
Preferred qualifications, capabilities and skills
- Experience programmatically generating or publishing meeting packs (e.g., PPT automation, templated Confluence publishing).
- Experience implementing evidence-based governance checks (controls/evidence completeness) and exception-based reporting.
- Demonstrated experience applying LLMs/AI safely in workflows (grounding, validation, human-in-the-loop) using approved tooling.
- Experience operating in low-engagement environments by designing “one ask per week” processes and reducing manual chasing.
- Familiarity with SDLC/PDLC governance and control requirements and working with Risk/Controls partners.
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J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation.
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.
The Digital team is dedicated to creating innovative, industry-leading products and experiences that help customers access, share and control their financial data so they can make smart decisions with their money. Teams enable innovation while adhering to the firm’s data sharing principles of security, customer control and convenience, and privacy.
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