Senior Portfolio Research & Analytics Strategist

JP Morgan Chase; Boston (MA); On-site; USD 150,000 - 224,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Job summary

JPMorganChase in Boston, MA seeks a Senior Associate to lead portfolio research, strategy validation, and operational enablement for systematic investment strategies. You will partner with Quant Researchers, PMs, Product and Tech to ensure scalable, robust outputs aligned to investment objectives.

The ideal candidate combines markets expertise with hands-on analytics, leadership for cross-functional execution, and a track record of governance and documentation across the portfolio management

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline.
• 6+ years of relevant experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations.
• Direct people management experience.
• Experience managing analytical projects end-to-end.
• Strong understanding of markets and portfolio construction concepts.
• Advanced Excel skills and strong quantitative/statistical foundation.
• Hands-on ability to analyze data and strategy outcomes using SQL and Python.
• Proven ability to lead cross-functional initiatives and manage priorities.

Responsibilities

• Serve as a senior analytics partner to Portfolio Managers and Quant Research, providing independent challenge and validation of portfolio positioning, risk, and performance relative to strategy objectives.
• Lead analysis of trade recommendations, exposures, constraints, and risk metrics to confirm alignment with the investment thesis and systematic process.
• Conduct research and produce decision-driving findings around portfolio behavior and construction.
• Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and implement durable improvements.

Skills

Quantitative investing

Portfolio management

SQL

Python

Excel

Leadership

Communication

Risk analysis

Cross-functional collaboration

Education

Bachelor's degree in Finance/Economics/Engineering/Mathematics

Master's degree in Finance or Mathematics

CFA and/or FRM (preferred)

Tools

Tableau

JIRA

Job description

JPMorganChase in Boston, MA seeks a Senior Associate to lead portfolio research, strategy validation, and operational enablement for systematic investment strategies. You will partner with Quant Researchers, PMs, Product and Tech to ensure scalable, robust outputs aligned to investment objectives.

The ideal candidate combines markets expertise with hands-on analytics, leadership for cross-functional execution, and a track record of governance and documentation across the portfolio management