Research Analyst

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

Job summary

Join a historic financial leader in a pivotal role within the Multi-Asset Solutions team, where you will contribute to innovative investment processes and portfolio development. This position allows you to leverage your expertise in quantitative research, statistical analysis, and portfolio optimization to meet diverse client objectives. You will conduct in-depth research, develop tactical asset allocation models, and present findings through compelling client materials. With a commitment to diversity and inclusion, this forward-thinking firm offers competitive compensation and opportunities for professional growth. If you're passionate about advancing investment strategies and making a meaningful impact, this role is for you.

Qualifications

• 5+ years of experience in quantitative research or related fields.
• Strong background in statistical analysis and portfolio optimization.

Responsibilities

• Conduct and present quantitative research within the Multi-Asset Solutions team.
• Develop and manage tactical asset allocation models.

Skills

Discounted Cash Flow Modeling

Regression Analysis

Econometric Time Series Modeling

Statistical Analysis with Machine Learning

Portfolio Construction and Optimization

Advanced Excel

PowerPoint Report Development

Data Visualization with Tableau

Coding in Python

Coding in Matlab

Version Control using Github

Education

Bachelor's Degree

Master's Degree

Tools

Tableau

Python

Matlab

Github

Job description

DESCRIPTION:

Contribute to research capabilities by conducting and presenting quantitative research projects within the Multi-Asset Solutions team. Focus on advancing investment processes and developing portfolios that meet diverse client objectives. Conduct research into risk-managed investment processes, utilizing quantitative models and portfolio construction techniques for portfolios with specific volatility or drawdown guidelines. Analyze risk characteristics of long-term asset allocation strategies through multi-asset Monte Carlo simulations and historical stress tests. Develop and manage tactical asset allocation models in collaboration with the quantitative, qualitative strategy, and portfolio management teams. Support portfolio construction for strategic asset allocation benchmarks tailored to individual clients. Prepare and present client and marketing materials, including whitepapers and pitch presentations, that describe quantitative models, investment processes, research findings, and new product rationales. Conduct model development, testing, documentation, and oversee daily management of systematic models, ensuring clear communication of model outputs. This role involves up to 10% domestic and international travel.

QUALIFICATIONS:

Minimum education and experience required: 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 in roles such as Research Analyst or Global Strategist.

Skills required include: three (3) years of experience in discounted cash flow modeling, regression analysis (linear and PCA), econometric time series and cross-sectional modeling, statistical analysis with machine learning techniques, portfolio construction and optimization, advanced Excel and PowerPoint report development, data visualization with Tableau, coding in Python and Matlab, and version control using Github or similar platforms.

Job Location: 277 Park Ave, New York, NY 10172. Up to 10% travel expected.

Employment Details: Full-Time. Salary range: $215,000 - $350,000 annually.

Company Overview: JPMorgan Chase, a historic financial leader, offers innovative solutions across banking, investment, and asset management sectors, serving a broad client base worldwide. We provide competitive compensation, benefits, and a commitment to diversity and inclusion, with equal opportunity employment policies.