Quantitative Trading & Research - Quantitative Strategist Tax Oriented Investment - Associate

The Tax Oriented Investments team is seeking a highly analytical and technically strong associate to apply machine learning (ML) and large language models (LLMs) to front‑office investment workflows. This role partners closely with investment professionals to modernize deal origination, underwriting, and asset management through automation, analytics, and AI‑enabled decision support. Job Summary: As an Associate on the Quantitative Trading & Research (QTR) Team, you will sit at the intersection of quantitative research, AI engineering, and front-office deal execution, offering direct exposure to senior investment professionals on complex, large-scale transactions. You will be instrumental in modernizing the deal flow through intelligent automation, data-driven insights, and the deployment of AI solutions. Job Requirements: * Develop a deep understanding of the end-to-end deal lifecycle (origination, underwriting, syndication, asset management) * Identify process inefficiencies and data gaps across deal workflows; design and implement ML / LLM‑based solutions to improve speed, accuracy, and insight * Build and deploy LLM-enabled tools to:

• Automate review of legal, underwriting, and deal documentation
• Extract structured insights from unstructured deal data
• Generate investment summaries, credit memos, and investment committee

proposals

• Support scenario analysis and decision‑making through intelligent analytics
• Design and maintain Python‑based tools and data pipelines
• Market intelligence and deal sourcing insights
• Portfolio, pipeline, and performance reporting
• Partner with technology and internal stakeholders on integrations with

originations, risk and P&L, and asset management systems * Rapidly prototype and iterate solutions in response to business feedback Required qualifications, capabilities and skills: * Bachelor’s or advanced degree in Computer Science, Engineering, Data Science, Mathematics, or a related quantitative field * Demonstrated expertise in ML and LLM models, with a proven track record of applying to real-world business problems

• Strong programming skills (Python preferred)
• Excellent written and verbal communication skills, with the ability to

translate complex technical concepts for non-technical stakeholders

• Self-directed with strong critical and independent thinking abilities
• Genuine interest in financial markets and drive to apply technical skills to

financial problems Preferred qualifications, capabilities, and skills: * Prior experience in deal pitching, origination, underwriting and investment proposals * Familiarity with tax credit investments (e.g., affordable housing, renewable energy) or related structured finance products 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 J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.