Wealth Management, Quantitative Portfolio Manager, Equities CIO, Vice President

Socket.dev; New York (NY); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Job summary

JPMorgan Chase & Co. in New York seeks a senior Quantitative Portfolio Manager, VP, to lead the Equities research and portfolio construction efforts within the CIO’s Equity team.

You will set the quantitative research agenda, own core analytics, and drive systematic, data-driven insights for an $80bn equity portfolio benchmarked to MSCI World, partnering with senior investment and technology stakeholders.

Qualifications

• 6+ years of experience in quantitative investing, equity research, portfolio construction, or risk analytics with impact on outcomes.
• Deep understanding of equity markets, factor investing, risk modeling, and real-world constraints.
• Advanced programming in Python with production-quality research practices.

Responsibilities

• Act as senior quantitative partner influencing security selection overlays, factor tilts, risk budgeting, and implementation choices across regional/global mandates.
• Lead integration of quantitative signals with fundamental views for a repeatable, well-governed investment process.
• Own multi-factor risk models to monitor exposures, crowding, concentration, liquidity considerations, and scenario sensitivities.
• Design and improve portfolio construction frameworks including constraints, turnover control, and rebalancing discipline.
• Lead attribution and factor decomposition to diagnose drivers of returns and risks; translate findings into actionable recommendations.
• Develop scalable analytics tooling (Python-first), data pipelines, reusable libraries, and standardized PM workflows; apply ML techniques with interpretability.

Skills

Quantitative investing

Equity research

Portfolio construction

Risk analytics

Education

Bachelor's degree

Master's/PhD

Tools

Python

Pandas

NumPy

SciPy

ML stack

Axioma

Job description

As aQuantitative Portfolio Manager, VP, within Wealth Management’sChief Investment Office (CIO) – Equitiesteam, you will be a senior leader in a growing, innovative Equity Portfolio Management organization, reporting to the Head of Equities. You willset the quantitative research agenda,own core portfolio analytics and risk frameworks, anddrive implementation of systematic, factor-based and data-driven insightsfor an $80bn equity portfolio benchmarked against MSCI World.

This role requires deep expertise in equity factor research, portfolio construction, and risk management—combined with the credibility to influence other senior portfolio managers and fundamental analysts. You will translate complex quantitative work into investment decisions, elevate the team’s analytical capabilities, and serve as a thought partner to CIO leadership on process, tooling, governance, and portfolio outcomes.

Responsibilities

• Quantitative leadership & investment partnership
  • Act as the senior quantitative partner to the equity team, influencingsecurity selection overlays,factor tilts,risk budgeting, andimplementation choicesacross regional and global mandates.
  • Lead the integration of quantitative signals with fundamental views, ensuring a repeatable, well-governed investment process.
• Risk model ownership & portfolio risk governance
  • Own the application and interpretation ofmulti-factor risk models(e.g., Axioma and/or equivalent) to monitor exposures, crowding, concentration, liquidity considerations, and scenario sensitivities.
  • Establish escalation frameworks and decision support for material risks; contribute to portfolio review cadence and senior risk discussions.
• Portfolio construction, optimization & attribution
  • Design and improve portfolio construction frameworks including constraints, turnover control, transaction cost awareness, and rebalancing discipline.
  • Leadperformance attributionandfactor decompositionto diagnose drivers of returns, active risk, and drawdowns; turn findings into actionable portfolio recommendations.
• Data, engineering & advanced analytics
  • Drive development of scalable research and analytics tooling (Python-first), including data pipelines, reusable libraries, and standardized reporting for PM workflows.
  • Evaluate and apply machine learning/AI techniques where appropriate (feature engineering, ensemble methods, NLP for alternative data), with emphasis on interpretability and investment relevance.
• Stakeholder management & communication
  • Communicate complex quantitative concepts clearly to senior investment professionals; deliver crisp trade-offs and recommendations rather than “model outputs.”
  • Partner with technology, data, risk, compliance, and control stakeholders to ensure model governance and appropriate use.
• Controls & compliance

  • Maintain a consistent focus on risk management, model governance, suitability, and adherence to applicable policies and controls.

Required Responsibilities, Capabilities and Skills

• 6+ yearsof experience in quantitative investing, equity research, portfolio construction, or risk analytics (buy-side preferred), with demonstrated impact on portfolio outcomes (alpha, risk-adjusted returns, drawdown control, implementation efficiency).
• Deep understanding ofequity markets,factor investing,risk modeling, and portfolio construction under real-world constraints (turnover, costs, liquidity, client guidelines).
• Proven experience owning or heavily influencingrisk model usage(Axioma or similar), exposure management, scenario analysis, and attribution.
• Advanced programming capability inPython, including strong applied experience with data analysis libraries (Pandas, NumPy, SciPy, stats/ML stack) and production-quality research practices (version control, testing, code review).
• Solid grounding instatistics/econometricsand familiarity with ML techniques appropriate for investment contexts (regularization, tree-based methods, cross-validation, time-series pitfalls).

• Bachelor’s degree required;

Preferred Responsibilities, Capabilities and Skills

• Master’s/PhDin a quantitative discipline (Math, CS, Engineering, Statistics, Financial Engineering, etc.) strongly preferred.
• CFAprogress or designation is a plus (not required), particularly where it strengthens investment judgement and communication with fundamental stakeholders.

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.