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**Wealth Management - Private Bank CIO Team, Vice President (Portfolio Analytics)** Lead analytics efforts for J.P. Morgan's Private Bank CIO Team, developing & maintaining proprietary multi-asset portfolio tools. Key responsibilities include creating & supporting quantitative tools, designing weekly performance reports, conducting research, & collaborating with PMs & Tech teams. Must-have skills: strong Python/Matlab/SQL programming, statistics, data analysis, investment theory knowledge, & solid communication skills. Requires 3-5 years' relevant experience & a graduate degree in a quantitative field.

Compensation: Not specified
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Wealth Management Private Bank CIO Team Portfolio Analytics Vice President

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Primary Function

This position will be a member of the Portfolio Analytics group which is part of Private Bank Chief Investment Officer Team (PB-CIO Team) which manages multi-asset and single-asset discretionary model portfolios within WM Solutions. The Portfolio Analytics group is responsible for developing proprietary models and analytical tools for asset allocation, portfolio construction, performance attribution and risk management.

Key functions will include:

Help 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

Position Requirements:

Strong programming skills in Python, Matlab, SQL.
Knowledge of statistics and the ability to analyze large data sets
Knowledge of asset classes and demonstrate 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 industrial
Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.).

Full Job Description

Location: New York, NY, United States

Wealth Management Private Bank CIO Team Portfolio Analytics Vice President

Primary Function

Key functions will include:

Help 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

Position Requirements:

Strong programming skills in Python, Matlab, SQL.
Knowledge of statistics and the ability to analyze large data sets
Knowledge of asset classes and demonstrate 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 industrial
Graduate degree in a quantitative discipline (Math, Statistics, Computer Science, etc.).

Wealth Management , Private Bank CIO Team ,Portfolio Analytics , Vice President

Full Job Description

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