Research Analyst

JPMorganChase; New York (NY); On-site; USD 215,000 - 350,000; Full time

Job summary

A forward-thinking company seeks a quantitative researcher to enhance investment strategies through innovative modeling and analysis. This role involves conducting in-depth research, developing portfolio management techniques, and collaborating with various teams to optimize asset allocation. The ideal candidate will possess a strong background in financial modeling, statistical analysis, and programming. Join a dynamic team committed to delivering exceptional investment solutions and making a significant impact in the financial industry. This is an exciting opportunity to leverage your skills in a collaborative environment focused on client success.

Benefits

Competitive compensation

Health benefits

Diversity and inclusion initiatives

Professional development opportunities

Qualifications

• 5+ years of relevant experience in quantitative research and portfolio management.
• Strong background in statistical analysis and financial modeling techniques.

Responsibilities

• Conduct quantitative research projects to advance investment processes.
• Develop and manage tactical asset allocation models collaboratively.

Skills

Discounted Cash Flow modeling for equity valuation

Linear and PCA regression modeling

Econometric time series and cross-sectional modeling

Statistical analysis using machine learning techniques

Portfolio construction and optimization

Designing interactive Excel and PowerPoint reports

Data visualization with Tableau

Developing and debugging code in Python

Sharing code via Github

Education

Bachelor's degree

Master's degree

Tools

Python

Matlab

Tableau

Excel

PowerPoint

Github

Job description

Description

JOB DESCRIPTION

1. Contribute to broader research capabilities, conduct, and present quantitative research projects within the Multi-Asset Solutions team that advance investment processes and develop portfolios to meet a broad range of client objectives.
2. Research risk-managed investment processes, involving quantitative models and portfolio construction techniques for portfolios with specific volatility or drawdown management guidelines.
3. Research risk characteristics of long-term asset allocation strategies through multi-asset Monte Carlo simulations and historical stress tests.
4. Develop and manage tactical asset allocation models, collaborating across the quantitative, qualitative strategy, and portfolio management teams.
5. Support portfolio construction for developing strategic asset allocation benchmarks for custom client portfolios.
6. Develop and present client and marketing materials, including whitepapers and pitch presentations, describing quantitative models, investment processes, research, and new product rationales.
7. Conduct research, model development, testing, documentation, and daily management of systematic models, communicating outputs across the full suite of models.
8. This position requires up to 10% domestic and international travel.

Qualifications

Minimum education and experience: Bachelor's degree in any field plus five (5) years of relevant experience, or a Master's degree plus three (3) years of relevant experience.

Skills Required: Three (3) years of experience in:

• Discounted Cash Flow modeling for equity valuation
• Linear and PCA regression modeling in financial markets
• Econometric time series and cross-sectional modeling
• Statistical analysis using machine learning techniques
• Portfolio construction and optimization with out-of-sample measurement
• Designing interactive Excel and PowerPoint reports with advanced functionalities
• Data visualization with Tableau
• Developing and debugging code in Python and Matlab
• Sharing code via Github or similar platforms

Job Location

277 Park Ave, New York, NY 10172. Up to 10% domestic and international travel required.

Other Details

Full-Time. Salary: $215,000 - $350,000 per year.

About Us

JPMorgan Chase, a leading financial institution with over 200 years of history, offers innovative financial solutions across various sectors including investment banking, consumer banking, and asset management.

We offer competitive compensation, benefits, and a commitment to diversity and inclusion. We are an equal opportunity employer.

About The Team

J.P. Morgan Asset & Wealth Management provides investment management and private banking solutions, serving individuals, families, and institutions worldwide.