Portfolio Research & Analytics, Vice President

About the role

Vice President, Portfolio Research & Analysis

Key Responsibilities

• Portfolio & Strategy Oversight
• Lead analysis of trade recommendations, exposures, constraints, and risk metrics.
• Conduct research and produce decision-driving findings around portfolio behavior and construction.
• Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and ensure issues are addressed through durable process, data, or model improvements.
• Research Enablement, Simulation & Testing Leadership
• Own and evolve historical and forward-looking simulation practices.
• Partner with researchers and developers to enhance investment algorithms, improve data quality/coverage, and accelerate research-to-production workflows.
• Define and prioritize platform enhancements for back-testing, simulation, and visualization capabilities.
• Operational Excellence & Stakeholder Management
• Act as a senior point of escalation for trade operations and investment teams.
• Establish and maintain operating rhythms across Product, PM, Research, and Technology.
• Lead governance routines to ensure methodologies, changes, and exceptions are reviewed, documented, and compliant with applicable standards and internal controls.

Reporting, Communication & Documentation

• Create and maintain high-quality documentation for operational procedures, workflows, controls, and key decision logs.
• Produce executive-ready insights (dashboards, recurring reports, ad hoc deep dives).

Delivery & Workflow Management

• Manage and triage work intake using JIRA.
• Assign, track, and report on work items across stakeholders.
• Drive forward group projects as a leader.
• Mentor junior analysts.

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline.
• 8+ years of relevant experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations.
• Direct people management experience, including managing analytical or technical talent.
• Experience managing analytical projects end-to-end, from planning and delegation through delivery.
• Strong understanding of markets and the investment management process, including portfolio construction concepts, exposures, and risk frameworks.
• Advanced Excel skills and strong quantitative/statistical foundation.
• Hands-on ability to analyze and troubleshoot data and strategy outcomes using SQL and Python (or equivalent).
• Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and operate effectively in ambiguous environments.
• Excellent written and verbal communication skills, including the ability to produce executive-level summaries and recommendations.
• Demonstrated integrity, sound judgment, and a high bar for analytical rigor and controls.

Preferred Qualifications

• Master's degree in Finance or Mathematics.
• CFA and/or FRM strongly preferred.
• Experience with risk models and vendor platforms such as BarraOne, FactSet, and Bloomberg.
• Experience building or improving back-testing/simulation pipelines and data visualization/reporting products (e.g., Tableau).
• Experience leveraging Agentic AI / LLM tools (e.g., Copilot, Claude) to enhance research, analysis, or workflows.
• Prior people leadership, mentoring, or formal project/workstream leadership experience.

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, 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