Quant Analytics Associate - Wealth Management

JPMorgan Chase & Co. • Columbus, OH

1d • $76,000 - $130,000

About The Position

As a Quant Analytics Associate at JPMorganChase within the Solutions and Advice Analytics team in US Wealth Management, you will apply knowledge of financial products, markets, statistics, and advanced analytics to inform decisions that improve client outcomes. You will collaborate with stakeholders across functions, translating complex analyses into clear narratives and actionable recommendations. The role involves analyzing client, advisor, market, and financial-flow data; supporting regulatory matters; researching competitor positioning; and applying statistical, causal-inference, and machine-learning methods. You will present findings to stakeholders and senior leaders across Solutions and Advice, Finance, Legal, and Data and Analytics.

Requirements

• At least 1 year of experience in an analytical, analytics, data science, finance, or management and economic consulting role.
• Bachelor’s degree in a related field such as Mathematics, Statistics, Engineering, Computer Science, Finance, Economics, or another applicable science, technology, engineering, or mathematics discipline.
• Strong SQL skills, with experience using SQL to assemble, organize, and analyze datasets.
• Experience using Python and/or R for analysis, modeling, and data preparation.
• Ability to explain complex concepts clearly and digestibly to audiences at various levels of the business.
• Strong storytelling skills, including the ability to turn analysis into actionable recommendations.
• Aptitude for learning new theory and technology in a fast-moving environment.
• Demonstrated attention to detail and strong quality standards in analytics deliverables.

Nice To Haves

• Master’s degree or PhD.
• Knowledge of or demonstrable interest in financial securities and markets.
• Practical understanding of advanced statistics, econometrics, and/or machine learning.
• Practical understanding of financial modeling and economics.
• Experience applying causal-inference methods in an applied business setting.

Responsibilities

• Analyze client, advisor, and macro-behavioral trends related to wealth management products and solutions, including managed solutions, mutual funds, exchange-traded funds, banking, and lending.
• Analyze financial flow data to inform strategic decision-making, including forming hypotheses and conducting deep-dive investigations.
• Provide analytical support for regulatory matters through well-documented, high-quality analysis and responsive stakeholder partnership.
• Research competitor positioning using data-driven approaches to support strategic discussions and business decisions.
• Assemble, organize, validate, and analyze data using tools and technologies such as SQL, Python, and R.
• Apply statistical, causal-inference, and machine-learning techniques, including clustering, tree-based models, matching methods, and time-series anomaly detection.
• Present findings and recommendations to stakeholders and senior leaders across Solutions and Advice, Finance, Legal, and Data and Analytics.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level