VP, Portfolio Analytics—Private Bank CIO Team

JPMorganChase; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

On-site health center

Retirement plan

Tuition reimbursement

Job summary

JPMorganChase in New York is seeking a Vice President in Wealth Management’s Private Bank CIO Team to own portfolio analytics and develop proprietary models for asset allocation, risk budgeting, and performance attribution. You will partner with Portfolio Managers and technology teams to implement robust analytics across multi-asset portfolios.

The role requires strong programming skills (Python/Matlab/SQL), a quantitative graduate degree, and 3–5 years in finance.

Qualifications

• Strong programming skills in Python, Matlab, SQL.
• Knowledge of statistics and the ability to analyze large data sets.
• Knowledge of asset classes and understanding of investment theory.
• Knowledge of financial data sources (Bloomberg, Factset, etc.)
• Understanding of performance attribution techniques
• Detail oriented, strong team player, excellent written and verbal communication skills
• 3-5 years of work experience, preferably in financial industry
• Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.).

Responsibilities

• Develop and support a variety of cutting-edge, quantitative tools to enhance our investment process
• Design and maintain the proprietary multi-asset portfolio performance contribution/attribution system. Updating weekly global platform performance report
• Running in-house global reference investment portfolio system to ensure a consistent asset allocation/risk budgeting process
• Conduct research and ad-hoc analysis on performance attribution, risk management, and portfolio construction
• Develop new agentic analytics tools to support PMs and enhance the current portfolio management process.
• Work closely with Portfolio Managers and other business partners to address the issues arising from the daily portfolio management process and the new product launch process
• Work with Model Review team to document, test, and validate model techniques and results
• Analysis to support research, views, and investment thoughts and strategies
• Work with Technology and other business partners to implement the models

Skills

Python

MATLAB

SQL

Statistics

Asset classes

Investment theory

Communication

Education

Graduate degree in quantitative discipline

Tools

Bloomberg

FactSet

Job description

JPMorganChase in New York is seeking a Vice President in Wealth Management’s Private Bank CIO Team to own portfolio analytics and develop proprietary models for asset allocation, risk budgeting, and performance attribution. You will partner with Portfolio Managers and technology teams to implement robust analytics across multi-asset portfolios.

The role requires strong programming skills (Python/Matlab/SQL), a quantitative graduate degree, and 3–5 years in finance.