Description

Join a high-impact team shaping the investment analytics and risk management capabilities provided to high-net-worth individuals (HNI) in Private Banking. In this role, you will apply strong quantitative expertise to design and enhance models, analytical frameworks, and data inputs that generate actionable insights for advisors and clients. You will collaborate closely with partners across the business and Technology to implement improvements, strengthen governance, and monitor ongoing model performance-influencing the evolution of our analytics platform.

As a Quantitative Research Associate within the Investment Solutions Data, Analytics & Modeling team, you will enhance asset-level, portfolio-level, and risk analytics across multiple asset classes. You will also evaluate the accuracy, appropriateness, and consistency of data points used in models, ensuring reliable outputs and robust controls. Your work will enable data-driven decision-making and support the continuous expansion of our investment analytics offering.

Job Responsibilities

• Expand coverage of models/analytical solutions with in-depth research across a broader range of instruments, asset classes, currencies, and product types, ensuring scalability and adaptability.
• Lead the development and enhancement of portfolio and risk analytics across client accounts and advisor-managed portfolios, delivering robust, actionable insights.
• Research, evaluate, and benchmark data sources and analytical methodologies to strengthen platform capabilities; synthesize findings and present clear recommendations to stakeholders.
• Partner with Technology to design, implement, and validate cost-effective model enhancements, ensuring seamless integration and operational efficiency.
• Conduct ad hoc quantitative research and analyses in response to emerging business needs and strategic initiatives.
• Manage multiple priorities in a fast-paced environment, demonstrating strong planning, organization, and execution discipline.

Required Qualifications, Capabilities, and Skills:

• 4+ years of hands-on experience in portfolio risk analytics, wealth management, or a related field.
• Strong quantitative modeling and time series analysis skills, with a proven track record of applying these in a financial context.
• Solid understanding of equity, fixed income, and alternative investment products.
• Graduate degree in quantitative discipline (e.g., Mathematics, Statistics, Finance, Economics, Engineering).
• Proficiency in Python and SQL, with a willingness to learn and adopt new analytical tools and technologies.
• Experience in financial data handling, retrieval, and modeling, with a focus on data quality and consistency.
• Excellent communication skills, with the ability to clearly articulate complex concepts to both technical and non-technical audiences.

Preferred Qualifications, Capabilities, and Skills:

• Actively pursuing or having completed the CFA or FRM certification.
• Understanding of products and solutions in the wealth management business.
• Demonstrated ability to quickly adapt to new analytical tools, platforms, and technologies.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

About the Team

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.