Wealth Management , Chief Investment Officer Equities Team, Associate / Vice President

Role Summary

The Equity Quantitative Investment Analyst / VP 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. They will combine traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions.

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.

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.

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.