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 an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Investments in the CIO Equities team. In this role, you will be part of a group that combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions. You will collaborate closely with fundamental analysts and portfolio managers, monitor the trade process, and contribute quantitative investment and portfolio construction ideas for implementation within discretionary equity and multi-asset client portfolios across global markets.

Responsibilities

• Risk Modeling: Apply risk models (Axioma other risk models) to evaluate portfolio exposures, support risk management, and inform investment decisions across global equity markets.
• Portfolio Construction: Partner with portfolio managers to apply quantitative models and analytics to improve portfolio construction, evaluate risk exposures, and conduct performance attribution for global equity portfolios.
• Quantitative Research: Build and maintain financial models using advanced coding skills (Python, R, or similar), leveraging large and complex datasets to uncover new market insights and trends. Apply AI and machine learning techniques to enhance investment research and portfolio management.
• Collaboration and Communication: Collaborate with fundamental team members to integrate quantitative insights into investment strategies. Clearly and effectively communicate complex quantitative concepts, findings, and actionable insights to portfolio managers and other investment professionals.
• Compliance: Maintain a consistent focus on compliance and risk management.

Required Qualifications, Skills and Capabilities:

• 6-10 years' experience working on Long-only Equity Buy-side. In-depth understanding of equity markets, financial theory, and risk models.
• Strong experience applying risk models and in portfolio construction; experience with Axioma or other risk models preferred.
• Advanced programming skills in Python, including experience with data analysis libraries (e.g., Pandas, NumPy) and working with APIs.
• Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
• Bachelor's or Master's degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.).
• CFA designation or demonstrated progress toward CFA designation.

Key Attributes

• 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, and a passion for financial markets and investing.
• Effective multi-tasking and prioritization capabilities.
• Ability to operate productively in a collaborative, fast-paced, team-oriented environment.

Please note the salary range reflected is for VP level. We are open to an Associate or VP.

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 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

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.