Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice President
Aumni
Job Description
J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services.
The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trust and banking capabilities. JPMorgan Private Bank was recognized in 2015 by Euromoney as the world’s best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries.
Role Summary
As a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the CIO team. The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management. In this role, you will be responsible for providing quantitative analysis and developing tools for portfolio tactical allocation decisions and multi-asset class portfolio construction and risk management.
Responsibilities
- Risk Modeling: Research, develop and run risk models for multi-asset portfolios.
- Performance Attribution: Research, develop and run performance attribution for multi-asset portfolios.
- Quantitative Research: Build and maintain models using advanced coding skills (Python, MATLAB), leveraging large and complex datasets. Apply statistical and machine learning techniques to enhance investment research and portfolio management.
- Data Management: Help maintain and manage datasets used within the CIO team.
- Model Management: Work with Model Review and Governance teams to document, test and validate models used within the team.
- Collaboration and Communication: Collaborate with portfolio managers, product managers, and Technology on an on-going basis. Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
Required Qualifications, Skills and Capabilities:
- Bachelor’s or Master’s degree in a quantitative field (Mathematics, Engineering, Computer Science, etc.).
- Minimum 3 years’ experience on an investment team in an asset management firm
- Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy).
- Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
- Understanding of performance attribution techniques
Preferred Qualifications, Skills, and Capabilities:
- Strong analytical mindset with intellectual curiosity, problem-solving, and critical thinking skills, as well as excellent attention to detail.
- Excellent communication skills (listening, verbal, and written), with the ability to explain quantitative concepts to non-quant colleagues.
- Clear passion for financial markets and investing
- High-level interpersonal and teamwork skills.
- Effective multi-tasking and prioritization capabilities.
- Ability to operate productively in a collaborative, fast-paced, team-oriented environment.
- CFA designation or demonstrated progress toward CFA designation
- In-depth understanding of equity and fixed income markets. Understanding of alternatives and private markets.
- Strong experience applying risk models for portfolio management and in portfolio construction; experience with fundamental risk models such as Barra, Axioma, PORT
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the Chief Investment Officer Portfolio Analytics group as a VP in New York!