Quant Analytics Associate - Wealth Management

About the role

Leverage your technical expertise to shape innovative solutions and align capabilities to solve real-world challenges. As a Quant Analytics Associate at JPMorganChase within the Solutions and Advice Analytics team in US Wealth Management, you will blend cross-functional knowledge across financial products, markets, statistics, and advanced analytics to help inform decisions that improve client outcomes. You will work in close collaboration with stakeholders across functions, translating complex analyses into clear narratives and actionable recommendations.

Responsibilities

• Analyze client, advisor, and macro-behavioral trends related to wealth management products and solutions, including managed solutions, mutual funds, exchange-traded funds, banking, and lending
• Analyze financial flow data to inform strategic decision-making, including forming hypotheses and conducting deep-dive investigations
• Provide analytical support for regulatory matters through well-documented, high-quality analysis and responsive stakeholder partnership
• Research competitor positioning using data-driven approaches to support strategic discussions and business decisions
• Assemble, organize, validate, and analyze data using tools and technologies such as SQL, Python, and R
• Apply statistical, causal inference, and machine learning techniques, including clustering, tree-based models, matching methods, and time-series anomaly detection
• Present findings and recommendations to stakeholders and senior leaders across Solutions and Advice, Finance, Legal, and Data and Analytics

Required Qualifications, Capabilities, And Skills

• 1+ years of experience in an analytical, analytics, data science, finance, or management and economic consulting role
• Bachelor's degree in a related field such as Mathematics, Statistics, Engineering, Computer Science, Finance, Economics, or another applicable science, technology, engineering, or mathematics discipline
• Strong SQL skills with experience using SQL to assemble, organize, and analyze datasets
• Experience using Python and/or R for analysis, modeling, and data preparation
• Ability to explain complex concepts in clear, digestible terms for audiences at various levels of the business
• Strong storytelling skills, including turning analysis into actionable recommendations
• Aptitude for learning new theory and new technology in a fast-moving environment
• Demonstrated attention to detail and strong quality standards in analytics deliverables

Preferred Qualifications, Capabilities, And Skills

• Master's degree or PhD
• Knowledge of or demonstrable interest in financial securities and markets
• Practical understanding of advanced statistics, econometrics, and/or machine learning
• Practical understanding of financial modeling and economics
• Experience applying causal inference methods in an applied business setting

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.