Wealth Management , Chief Investment Officer Portfolio Analytics Team, Vice President
J.P. Morgan
Job 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 a Quantitative Research Analyst, you will join the Portfolio Analytics team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of Quantitative Research for the 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. In this role, you will be responsible for providing quantitative analysis and developing tools for portfolio tactical allocation decisions and multi-asset class portfolio construction and risk management. Responsibilities Risk Modeling: Research, develop and run risk models for multi-asset portfolios. Performance Attribution: Research, develop and run performance attribution for multi-asset portfolios. Quantitative Research: 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. Data Management: Help maintain and manage datasets used within the CIO team. Model Management: Work with Model Review and Governance teams to document, test and validate models used within the team. Collaboration and Communication: 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. Required Qualifications, Skills and Capabilities: 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. Preferred Qualifications, Skills, and Capabilities: 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. 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 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. Join the Chief Investment Officer Portfolio Analytics group as a VP in New York! #J-18808-Ljbffr J.P. Morgan
$142.5k - $210k
...business segments including Investment Banking, Commercial... ...Services, Asset & Wealth Management, Retail Financial... ...client advisors in 120 offices in 11 countries. Role... ..., you will join the Portfolio Analytics team within Wealth Management’s Chief Investment Officer Team...SuggestedBank staff- ...Summary As an Equity Quantitative Investment Analyst / VP, you will join... ...and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team)... ...apply quantitative models and analytics to improve portfolio...SuggestedBank staff
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...Asset Management A career with Goldman... ...in exciting investment opportunities... ...of a diverse team that is passionate... ..., sovereign wealth funds, insurance... ...institutional portfolios, high net... ...and for data analytics / visualization... ...Job Category Vice President Posting Date...SuggestedFull timeTemporary workPart time- ...BNY Mellon is seeking a Senior Associate, IWM Portfolio Analyst to join their Wealth Management team in New York. In this role, you will directly support Portfolio... ...degree with relevant financial experience, strong analytical skills, and the ability to prepare impactful...Suggested
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Asset & Wealth Management, Fixed Income: Portfolio Construction and Risk, Vice President New York, New York, United... ...in exciting investment opportunities... ...endowments. The team has a long history... ..., or a related analytical or investing... ...Proficiency in Microsoft Office Suite,...Full timeTemporary workPart timeWork at office- ...Goldman Sachs Group, Inc. is seeking a Financial Investment Professional to join its Private Wealth Management team in New York, NY. The role focuses on portfolio management, client relationship building, and aiding in investment strategies for ultra-high net worth individuals...
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Senior Associate, IWM Portfolio Analyst At BNY, our culture... ...20% of the world’s investible assets. Every day, our teams harness cutting‑edge AI... ...Portfolio Analyst to join our Wealth Management team. This role is... ...investment reporting and analytics for assigned investment...Temporary workWorldwide- Asset & Wealth Management A career with Goldman Sachs Asset... ...participate in exciting investment opportunities while... ...be part of a diverse team that is passionate about... ...multi-asset class portfolios and funds, including... ...portfolio reporting and analytics. The team has been...
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...Investment Product Specialist, Model Portfolios Greenwich, Connecticut... ...hire a Product Manager Assistant Vice President or Vice... ...support the Team Lead with developing... ...by wealth advisors.... ...enterprise and home office distribution... ...preferred ~ Strong analytical skills with...Full timeWork at officeRemote workHome office- ...Advisors leverage investment data to serve their... ...clients. Join our team to shape cutting‑edge portfolio construction and... ...platform. As a Product Manager, Vice President in J.P. Morgan... ...experience, defining OKRs, analytics measurement, and... ...Management or Wealth Management;...
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...lending book, limits and portfolio dynamics monitoring,... ...and reporting, and management presentations. Helping... ...developing the tools for data analytics. Additionally, data... ...to FO from head office, regulators, auditors,... ...Portfolio Management team. Monitor clients’ performance...Work at office- ...As a Vice President in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase... ...seeking a highly capable and versatile team member to join our Home Lending... ...individual will be responsible for portfolio analytics, analyzing model results, process improvement...Work from home
$130k - $170k
...Vice President, Portfolio & Wealth Advisory New York, NY or Chicago, IL BBR... ...premiere, boutique wealth management firm providing investment and wealth management... ...member of the Advisory team responsible for day-to-... ...casual dress. ~ New office space with a variety of...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours- As a Vice President in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong... ...a highly capable and versatile team member to join our Home Lending... ...individual will be responsible for portfolio analytics, analyzing model results, process improvement...Work from home
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$125k - $290k
...Asset & Wealth Management A career with Goldman... ...participate in exciting investment opportunities... ...of a diverse team that is... ...multi-asset class portfolios and funds in a discretionary... ...reporting and analytics. The team has... ...Job Category Vice President Posting Date...Full timeTemporary workPart time$90k - $125k
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$85k - $110k
...an Analyst on our Client Portfolio Management (CPM) team within Fixed Income, you will... ...team player with strong analytical skills and a genuine passion... ...business by ensuring our investment story resonates through... ...based on employee level and office location. We promote time...Full timeTemporary workPart timeWork at office
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