CIO Equities Team, Program Analyst

Socket.dev; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking an Equity Quantitative Investment Analyst to support the Equity Portfolio Management team within the Private Bank CIO organization.

You will integrate fundamental equity perspectives with quantitative analytics to guide investment decisions. You will collaborate with portfolio managers and analysts on risk analytics, portfolio construction support, data work, and clear communication of results to stakeholders.

Qualifications

• 1+ years of experience in investment, quantitative, risk, or analytics roles.
• Foundational understanding of equity markets, portfolio construction concepts, and investment risk.
• Working programming ability in Python (preferred) and/or R with data libraries such as Pandas and NumPy.
• Basic knowledge of statistics/econometrics and comfort with large datasets.
• Bachelor’s degree in a quantitative or analytical discipline.

Responsibilities

• Support portfolio analytics and risk modeling for equity portfolios.
• Assist portfolio construction discussions and performance attribution reporting.
• Contribute to quantitative research, data processing, and analysis pipelines.
• Prepare written summaries of analysis results for portfolio managers and stakeholders.
• Maintain data quality, model governance, and compliance considerations.

Skills

Python

Pandas

NumPy

Data analysis

Education

Bachelor's degree in a quantitative field

Tools

Git

APIs

Job description

Role Summary

As an Equity Quantitative Investment Analyst (Analyst), you will support a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer organization (Private Bank CIO Team). Reporting to senior members of the Quantitative Investments function within CIO Equities, you will help combine fundamental equity perspectives with quantitative and factor-based analytics to support investment decisions.

You will work closely with portfolio managers and fundamental analysts to support portfolio analytics, monitor the trade workflow, help produce risk and performance reporting, and contribute to quantitative research and portfolio construction workstreams across global equity and multi-asset portfolios.

Responsibilities

• Portfolio & Risk Analytics Support: Assist with applying risk models (e.g., Axioma or similar) to monitor portfolio exposures, factor tilts, and risk concentrations; help prepare regular risk summaries and dashboards.
• Portfolio Construction Support: Help run portfolio analytics to support portfolio construction discussions (e.g., tracking active risk, sector/style exposures, constraints monitoring) and assist with basic performance and attribution reporting.
• Quantitative Research & Data Work: Support model development and research by cleaning/processing datasets, building repeatable analysis pipelines, and maintaining code and documentation. Contribute to factor research, backtests, and investment analytics under senior guidance.
• Collaboration & Communication: Prepare clear written summaries of analysis results for portfolio managers and investment stakeholders; explain methods and assumptions in a concise, practical way.
• Compliance & Controls: Maintain a consistent focus on controls, data quality, model governance, and risk/compliance requirements.

Required Qualifications, Skills and Capabilities

• 1+ years of experience in an investment, quantitative, risk, or analytics role (buy-side, sell-side, research, or relevant internship experience considered).
• Foundational understanding of equity markets, portfolio construction concepts, and investment risk (e.g., factor risk, tracking error, diversification).
• Working programming ability in Python (preferred) and/or R, including experience with data libraries such as Pandas and NumPy; ability to write clean, testable, well-documented analysis code.
• Basic knowledge of statistics/econometrics (e.g., regression, hypothesis testing) and comfort working with large datasets.
• Bachelor’s degree in a quantitative or analytical discipline (Finance, Mathematics, Engineering, Computer Science, Economics, or related).

Preferred Qualifications

• Exposure to equity risk models (Axioma or similar), factor models, and/or attribution frameworks through coursework or on-the-job experience.
• Familiarity with version control (e.g., Git), APIs, and automated reporting workflows.
• Interest in machine learning techniques as applied to investments (not required).
• Progress toward CFA (or interest in pursuing) is a plus.

Key Attributes

• Strong analytical mindset, intellectual curiosity, and attention to detail.
• Clear, concise communication skills with the ability to translate quantitative results into practical takeaways.
• Strong teamwork and interpersonal skills; comfortable working in a fast-paced, collaborative environment.
• Good organizational skills with the ability to manage multiple priorities and deadlines.
• Genuine interest in financial markets and investing.

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 & 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 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.