Quant Analytics-Senior Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Senior Associate in Mortgage Finance Analytics within Asset & Wealth Management. You will support profitability insights, forecasting, and regulatory analytics while partnering with Finance, Credit Risk, and model stakeholders.

This role offers ownership of high-impact deliverables in a collaborative, control-focused environment. You will translate complex data into actionable insights and help enhance forecasting and stress-testing capabilities for

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Experience in finance analytics, quantitative analytics, credit analytics, or forecasting.
• Strong analytical and problem-solving skills with the ability to synthesize data into clear insights.
• Advanced Excel skills and SQL knowledge for data querying.

Responsibilities

• Partner with Mortgage Finance and business leadership to deliver profitability analysis and insights.
• Execute quarterly processes including mortgage stress testing (CCAR) and CECL analytics.
• Analyze stress testing and reserving outputs, summarizing themes for senior management.
• Perform ad hoc analytics to support Credit Risk, including credit cost trends.
• Collaborate to enhance forecasting frameworks across revenue, credit, and prepayment risks.
• Support financial forecasting and outlook for mortgage metrics like NII, FTP, and client rates.
• Translate model outputs and balance sheet drivers into executive-ready insights.
• Design and maintain analytical tools to support forecasting and model execution.
• Support model implementation activities including UAT, validation, and monitoring.
• Ensure compliance with regulatory requirements and Model Risk Policy.
• Drive process improvements through automation and better internal controls.

Skills

Analytical thinking

Communication skills

Problem solving

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

SQL

Excel

Python

R

SAS

Tableau

Alteryx

Job description

Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you’ll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions.

As a Senior Associate – Mortgage Finance Analytics in Asset & Wealth Management Finance & Business Management (F&BM), you will support the Global Private Bank Deposit & Mortgage business. You will play a key role in delivering profitability insights, forecasting, and regulatory analytics while partnering closely with Finance, Credit Risk, and model stakeholders. This role offers the opportunity to own high-impact deliverables, enhance analytical capabilities, and translate complex data into actionable insights in a collaborative, control-focused environment.

Job Responsibilities

• Partner with Mortgage Finance and business leadership to deliver profitability analysis, trends, and decision-support insights
• Execute quarterly processes including mortgage stress testing (CCAR) and CECL reserve analytics
• Analyze stress testing and reserving outputs, summarizing key themes and presenting insights to senior management
• Perform ad hoc analytics to support Credit Risk, including credit cost trends and model result interpretation
• Collaborate with stakeholders to enhance and monitor forecasting frameworks across revenue, credit, and prepayment risks
• Support financial forecasting and outlook for mortgage-related metrics, including balance projections, NII, FTP, and client rates
• Translate complex model outputs and balance sheet drivers into clear, executive-ready insights
• Design and maintain analytical tools to support forecasting, model execution, and performance monitoring
• Support model implementation activities, including user acceptance testing (UAT), validation, and ongoing monitoring
• Ensure compliance with regulatory requirements and adherence to the firmwide Model Risk Policy
• Drive process improvements through automation, simplification, and enhancement of internal controls

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Economics, Business, or a related field
• Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
• Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
• Advanced Excel skills, including working with large datasets and complex formulas
• Working knowledge of SQL and experience querying structured datasets
• Experience supporting model execution, implementation, or validation activities
• Strong communication skills with the ability to effectively engage stakeholders, including senior leadership

Preferred Qualifications, Capabilities and Skills

• Experience within mortgage, lending, or credit lifecycle analytics
• Familiarity with stress testing frameworks and CECL reserve methodologies
• Programming experience in Python, R, SAS, or similar tools
• Understanding of banking and balance sheet concepts such as NII and FTP
• Experience with data visualization or analytics tools such as Tableau or Alteryx
• Exposure to forecasting models, prepayment analytics, or credit risk modeling
• Experience working in a regulated financial services environment