Quantitative Trading & Research - Digital - Associate

JPMorgan Chase & Co. • New York, NY

1d • $150,000 - $200,000

About The Position

The Quantitative Trading & Research team supports the Digital Agenda by building quantitative models and agentic workflows that automate the Access lifecycle and strengthen how Sales and Research teams engage with clients across asset classes. The team applies statistical, machine learning and large language models to client profiles, interactions, coverage efforts and Access activity—including corporate and analyst meetings, roadshows, conferences and events—to improve investor and client targeting, “who to call” recommendations, Access monetization and wallet predictions.

As an Associate, you will develop and operationalize quantitative models and agentic workflows to automate the Access lifecycle and improve client engagement. You will work across statistical, machine learning and LLM-based approaches, taking solutions from initial problem definition and data preparation through evaluation, production deployment and ongoing monitoring. You will partner with Technology, Data and Product teams to integrate your work into tools and workflows used by Sales and Research.

Requirements

• Strong Python and SQL skills, with experience developing modular, testable analytical software for production use.
• Strong quantitative foundations in probability, statistics, numerical methods, machine learning or related disciplines.
• Experience designing, implementing and evaluating models, algorithms or analytical techniques against real business problems.
• Hands-on experience working with complex datasets, including data preparation, feature engineering, validation and reproducible analysis.
• Ability to design rigorous experiments, interpret results, diagnose failure modes and demonstrate measurable improvements.
• Advanced degree in Mathematics, Statistics, Computer Science, Data Science, Physics, Engineering, Quantitative Finance or a related field.
• Ability to explain analytical methods, assumptions and trade-offs clearly to technical and non-technical stakeholders.
• Practical judgment and ownership of research delivery, with appropriate handling of confidential data and adherence to established risk and change controls.

Nice To Haves

• Experience with derivatives products, client portfolios or positions, Sales analytics, or trade-lifecycle opportunities such as rolls.
• Experience analyzing financial, client-interaction or time-series datasets to identify actionable signals.
• Experience developing recommendation or prioritization algorithms, or dynamic analytical client content with traceable sources.
• Experience applying ML or LLMs to data interpretation, retrieval, content generation or decision support, including evaluation and monitoring.
• Experience integrating analytical code into applications or AI agents through reusable tools, skills, plugins or MCP interfaces.

Responsibilities

• Research, develop and validate statistical, machine learning and LLM-based models for client targeting, opportunity prioritization, signal identification and Sales and Research analytics.
• Build propensity, recommendation and ranking models to identify investors and clients for Access opportunities, with clear rationale and appropriate baselines.
• Develop investor-to-corporate and investor-to-analyst matching models for Access events using client profiles, interests, holdings, flows, research engagement, participation and feedback.
• Create wallet and monetization models to estimate client wallet and share-of-wallet, and assess the impact of Access activity, interactions and coverage on revenue and client value.
• Model client engagement and Sales and Research coverage using interaction, meeting, event and research-consumption data, including time-to-event and attrition signals; build reusable cross-asset client profiles and embeddings.
• Design agentic workflows to coordinate multi-step Sales, Research and Access tasks, including demand capture, event invitations, scheduling, meeting preparation, summaries, follow-ups and inbound requests.
• Build workflows using targeting and matching models to support Access origination and scaling, personalize outreach, coordinate scheduling, capture feedback and update client profiles, with human review where appropriate.
• Develop agentic coverage workflows that monitor client activity and surface “who to call” recommendations with relevant context and suggested next steps.
• Create reusable analytical tools and agent capabilities, and design architectures with appropriate planning, retrieval, tool selection, guardrails, human oversight and auditability.
• Use LLMs to generate personalized client content grounded in source data, with controls for attribution, accuracy, tone and compliance; evaluate models and workflows through benchmarks, backtests, experiments and user feedback.
• Build reproducible datasets and feature pipelines, maintain production-quality code and monitoring, and partner with Sales, Research, Access, Technology, Data and Product to integrate solutions and measure their impact.

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 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