Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice President

JPMorgan Chase & Co.•New York, NY

4d•Hybrid

About The Position

J.P. Morgan Chase & Co. is a leading global financial services firm. The Global Wealth Management business offers individuals and families personalized, comprehensive financial solutions. The Quantitative Research Analyst will join the Portfolio Analytics team within Wealth Management’s Chief Investment Officer Team (Private Bank 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. This role involves providing quantitative analysis and developing tools for portfolio tactical allocation decisions and multi-asset class portfolio construction and risk management.

Requirements

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

Nice To Haves

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

Responsibilities

Research, develop and run risk models for multi-asset portfolios.
Research, develop and run performance attribution for multi-asset portfolios.
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.
Help maintain and manage datasets used within the CIO team.
Work with Model Review and Governance teams to document, test and validate models used within the team.
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.