Quant Analytics Associate - Wealth Management

JPMorganChase; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase seeks a Quant Analytics Associate within US Wealth Management to blend finance, statistics, and advanced analytics, guiding decisions that improve client outcomes. You will translate complex analyses into clear narratives and actionable recommendations in collaboration with stakeholders across multiple functions.

The role requires modeling, hypothesis testing, and presenting insights to leaders, leveraging SQL, Python, and R to analyze client, market, and product data, with a focus

Qualifications

• 1+ years of experience in analytics, data science, finance, or management/economic consulting.
• Bachelor's degree in Mathematics, Statistics, Engineering, Computer Science, Finance, Economics, or related field.
• Strong SQL skills 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 terms for diverse business audiences.
• Strong storytelling skills, turning analysis into actionable recommendations.
• Aptitude for learning new theory and technology in a fast-moving environment.
• Attention to detail and high-quality analytics deliverables.

Responsibilities

• Analyze client, advisor, and macro-behavioral trends related to wealth management products and solutions.
• Analyze financial flow data to inform strategic decision-making and conduct deep-dive investigations.
• Provide analytical support for regulatory matters with well-documented analyses and stakeholder partnership.
• Research competitor positioning using data-driven approaches to support strategic discussions.
• Assemble, organize, validate, and analyze data using SQL, Python, and R.
• Apply statistical, causal inference, and machine learning techniques including clustering, time-series anomaly detection.
• Present findings and recommendations to stakeholders and senior leaders across teams.

Skills

Analytical thinking

Communication

Storytelling

Learning agility

Education

Bachelor's degree in related field

Master's degree or PhD

Tools

SQL

Python

R

Job description

Job Description

Leverage your technical expertise to shape innovative solutions and align capabilities to solve real-world challenges.

Job Description

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.

Job 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 US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

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.