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Quant Analytics Associate - Wealth Management

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted a month ago

No clicks

**Quant Analytics Associate - Wealth Management** at JPMorgan Chase crafts innovative solutions by analyzing client trends, financial flows, and competitor data. This role requires 1+ year of experience in analytics, finance, or consulting with a Bachelor's degree in a quantitative field. Proficiency in SQL, Python, and/or R, along with advanced analytics skills, is essential. Collaborate cross-functionally translating complex findings into actionable insights for wealth management. Preferred qualifications include advanced degrees and knowledge of financial markets and machine learning.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Location: Columbus, OH, United States

Leverage your technical expertise to shape innovative solutions and align capabilities to solve real-world challenges.

As a Quant Analytics Associate at JPMorganChase within the Solutions and Advice Analytics team in US Wealth Management, you will blend cross-functional knowledge across financial products, markets, statistics, and advanced analytics to help inform decisions that improve client outcomes. You will work in close collaboration with stakeholders across functions, translating complex analyses into clear narratives and actionable recommendations.

Job responsibilities

  • Analyze client, advisor, and macro-behavioral trends related to wealth management products and solutions, including managed solutions, mutual funds, exchange-traded funds, banking, and lending
  • Analyze financial flow data to inform strategic decision-making, including forming hypotheses and conducting deep-dive investigations
  • Provide analytical support for regulatory matters through well-documented, high-quality analysis and responsive stakeholder partnership
  • Research competitor positioning using data-driven approaches to support strategic discussions and business decisions
  • Assemble, organize, validate, and analyze data using tools and technologies such as SQL, Python, and R
  • Apply statistical, causal inference, and machine learning techniques, including clustering, tree-based models, matching methods, and time-series anomaly detection
  • Present findings and recommendations to stakeholders and senior leaders across Solutions and Advice, Finance, Legal, and Data and Analytics
  • Required qualifications, capabilities, and skills

  • 1+ years of experience in an analytical, analytics, data science, finance, or management and economic consulting role
  • Bachelors degree in a related field such as Mathematics, Statistics, Engineering, Computer Science, Finance, Economics, or another applicable science, technology, engineering, or mathematics discipline
  • Strong SQL skills with experience using SQL to assemble, organize, and analyze datasets
  • Experience using Python and/or R for analysis, modeling, and data preparation
  • Ability to explain complex concepts in clear, digestible terms for audiences at various levels of the business
  • Strong storytelling skills, including turning analysis into actionable recommendations
  • Aptitude for learning new theory and new technology in a fast-moving environment
  • Demonstrated attention to detail and strong quality standards in analytics deliverables
  • Preferred qualifications, capabilities, and skills

  • Masters degree or PhD
  • Knowledge of or demonstrable interest in financial securities and markets
  • Practical understanding of advanced statistics, econometrics, and/or machine learning
  • Practical understanding of financial modeling and economics
  • Experience applying causal inference methods in an applied business setting
  • Use analytics to improve wealth management solutions and advice with clear, data-driven insights.

    Quant Analytics Associate - Wealth Management

    Compensation

    Not specified

    City: Not specified

    Country: United States

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    a month ago

    No clicks

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    **Quant Analytics Associate - Wealth Management** at JPMorgan Chase crafts innovative solutions by analyzing client trends, financial flows, and competitor data. This role requires 1+ year of experience in analytics, finance, or consulting with a Bachelor's degree in a quantitative field. Proficiency in SQL, Python, and/or R, along with advanced analytics skills, is essential. Collaborate cross-functionally translating complex findings into actionable insights for wealth management. Preferred qualifications include advanced degrees and knowledge of financial markets and machine learning.

    Full Job Description

    Location: Columbus, OH, United States

    Leverage your technical expertise to shape innovative solutions and align capabilities to solve real-world challenges.

    As a Quant Analytics Associate at JPMorganChase within the Solutions and Advice Analytics team in US Wealth Management, you will blend cross-functional knowledge across financial products, markets, statistics, and advanced analytics to help inform decisions that improve client outcomes. You will work in close collaboration with stakeholders across functions, translating complex analyses into clear narratives and actionable recommendations.

    Job responsibilities

  • Analyze client, advisor, and macro-behavioral trends related to wealth management products and solutions, including managed solutions, mutual funds, exchange-traded funds, banking, and lending
  • Analyze financial flow data to inform strategic decision-making, including forming hypotheses and conducting deep-dive investigations
  • Provide analytical support for regulatory matters through well-documented, high-quality analysis and responsive stakeholder partnership
  • Research competitor positioning using data-driven approaches to support strategic discussions and business decisions
  • Assemble, organize, validate, and analyze data using tools and technologies such as SQL, Python, and R
  • Apply statistical, causal inference, and machine learning techniques, including clustering, tree-based models, matching methods, and time-series anomaly detection
  • Present findings and recommendations to stakeholders and senior leaders across Solutions and Advice, Finance, Legal, and Data and Analytics
  • Required qualifications, capabilities, and skills

  • 1+ years of experience in an analytical, analytics, data science, finance, or management and economic consulting role
  • Bachelors degree in a related field such as Mathematics, Statistics, Engineering, Computer Science, Finance, Economics, or another applicable science, technology, engineering, or mathematics discipline
  • Strong SQL skills with experience using SQL to assemble, organize, and analyze datasets
  • Experience using Python and/or R for analysis, modeling, and data preparation
  • Ability to explain complex concepts in clear, digestible terms for audiences at various levels of the business
  • Strong storytelling skills, including turning analysis into actionable recommendations
  • Aptitude for learning new theory and new technology in a fast-moving environment
  • Demonstrated attention to detail and strong quality standards in analytics deliverables
  • Preferred qualifications, capabilities, and skills

  • Masters degree or PhD
  • Knowledge of or demonstrable interest in financial securities and markets
  • Practical understanding of advanced statistics, econometrics, and/or machine learning
  • Practical understanding of financial modeling and economics
  • Experience applying causal inference methods in an applied business setting
  • Use analytics to improve wealth management solutions and advice with clear, data-driven insights.