Wealth Management , Chief Investment Officer Equities Team, Vice President
On-site · New York City, New York, United States
Job Summary
Equity Quantitative Investment Analyst / VP in the CIO Equities team within JPMorgan Private Bank. The role blends traditional fundamental equity analysis with quantitative and factor-based approaches to drive investment decisions, collaborating with fundamental analysts and portfolio managers, monitoring the trade process, and contributing quantitative investment and portfolio construction ideas for discretionary equity and multi-asset client portfolios across global markets. Responsibilities include applying risk models (e.g., Axioma) to evaluate portfolio exposures, assisting risk management, and informing investment decisions; partnering with portfolio managers to apply quantitative models to improve portfolio construction and conduct performance attribution; building and maintaining financial models using Python/R with large datasets and applying AI/ML techniques to enhance research and portfolio management; collaborating with fundamental teams to integrate quantitative insights, and maintaining focus on compliance and risk management.
Required Qualifications
- 6-10 years’ experience working on Long-only Equity Buy-side
- Bachelor’s or Master’s degree in a quantitative field (Finance, Mathematics, Engineering, Computer Science, etc.)
- CFA designation or demonstrated progress toward CFA designation
- Advanced programming skills in Python, including experience with data analysis libraries (Pandas, NumPy) and working with APIs
- Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques
- Excellent communication skills (verbal and written) to explain quantitative concepts to non-quant colleagues
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