Quant Analytics, Senior Associate - Asset Wealth Management

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase within the Asset & Wealth Management team is seeking a Senior Associate, Quantitative Analytics to own the Client Analytics Data Product and shape how client data is prepared for AI across the business. You will partner with marketing, sales, finance, product strategy, client service, and investment teams to deliver trusted insights and strategic recommendations.

You will combine advanced analytics, internal and third‑party data, and dashboards in Power BI and Qlik Sense to improve

Qualifications

• 3+ years of experience in quantitative analytics, data science, BI, or analytics consulting delivering insights and analytics products.
• Strong foundation in statistics, regression, forecasting and experimental design.
• Experience translating analysis into actionable recommendations for senior stakeholders.

Responsibilities

• Own the Client Analytics Data Product roadmap, success measures and delivery plan.
• Partner with cross‑functional teams to drive adoption of analytics products.
• Deliver quantitative insights and senior-ready recommendations to improve decisions.
• Design analyses using regression, segmentation, propensity modeling, attrition modeling, forecasting, attribution, and test‑and‑learn.
• Define shared client and product definitions and certified metrics for consistency across AI tools.
• Build scalable dashboards in Power BI and Qlik Sense; embed insights into workflows.
• Integrate internal and third‑party data; build validated models in SQL and Python.

Skills

Quantitative analytics

Statistics

Stakeholder management

Communication

Problem solving

Tools

Power BI

Qlik Sense

SQL

Python

Snowflake

Databricks

dbt

Job description

AI is only as good as the data and business context behind it—and in asset management, that starts with a trusted view of our clients. Join a team that turns complex data into clear insights, strategic recommendations, and reusable analytics products. You will help shape how client data is prepared for AI and how teams across the business use data to make better decisions. If you enjoy combining quantitative rigor with real-world business impact, this role is built for you.

As a Senior Associate, Quantitative Analytics at JPMorganChase within the Asset & Wealth Management Business Intelligence & Analytics team, you will own the Client Analytics Data Product and shape how client data is prepared for AI as part of the Asset & Wealth Management AI data strategy. You will partner with marketing, sales, finance, product strategy, client service, and investment teams to understand how each uses client data, and turn those perspectives into a shared view of the client, quantitative insights, and strategic recommendations. You will combine advanced analytics, internal and third-party data, and dashboards in Microsoft Power BI and Qlik Sense to deliver trusted, AI-ready data products that improve business performance.

Job responsibilities

• Own the Client Analytics Data Product roadmap, success measures, and delivery plan, prioritizing work by business use case and adoption outcomes.
• Partner with marketing, sales, finance, product strategy, client service, and investment teams to run intake, align priorities, and drive adoption of analytics products.
• Deliver quantitative insights and senior-ready recommendations that improve decisions across the business (for example, segmentation, coverage strategy, profitability, retention, and flows).
• Design and execute analyses using methods such as regression, segmentation, propensity modeling, attrition modeling, forecasting, attribution, and test-and-learn experimentation.
• Define shared client and product definitions and certified metrics so teams and AI tools consistently get the same answer to the same question.
• Build scalable dashboards and reusable analytics products in Microsoft Power BI and Qlik Sense, and partner with technology teams to embed insights into workflows and reporting.
• Integrate internal and third-party data and build validated analytical models in SQL and Python, addressing entity resolution, hierarchies, history, granularity, and data quality.

Required qualifications, capabilities and skills

• 3+ years of experience in quantitative analytics, data science, business intelligence, or analytics consulting delivering insights and analytics products for multiple business teams.
• Demonstrated quantitative skills in statistics, regression, segmentation or clustering, forecasting, and experimental design.
• Advanced SQL and Python experience (for example, pandas, scikit-learn, statsmodels) working with large, multi-source datasets.
• Hands‑on experience building dashboards and analytics products using Microsoft Power BI and/or Qlik Sense.
• Proven ability to translate analysis into clear, actionable recommendations for senior stakeholders, supported by concrete examples and outcomes.
• Strong stakeholder management skills, including influencing without direct authority, aligning competing priorities, and driving adoption across teams.
• Working knowledge of data governance fundamentals (definitions, lineage, data quality, access controls) and how trusted data supports responsible AI use cases.

Preferred qualifications, capabilities and skills

• Experience using third‑party asset management datasets such as Morningstar, FINTRX, Broadridge, and/or Preqin for competitive and industry benchmarking.
• Knowledge of asset and wealth management products and distribution, including mutual funds, exchange‑traded funds, separately managed accounts, alternatives, assets under management, and flows.
• Experience applying advanced methods such as propensity modeling, next‑best‑action modeling, causal inference, and/or time‑series forecasting to client and product datasets.
• Advanced dashboarding and semantic modeling skills (for example, Data Analysis Expressions, Power Query, and Qlik scripting and set analysis), with familiarity in Snowflake, Databricks, or dbt as a plus.

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, 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. Shape client analytics data products and insights that make our AI and business decisions more accurate and impactful.