This listing doesn't post a salary. Most similar roles pay
$133,750–$196,401.
Based on 240 similar postings.
Employer
About JPMorgan Chase
JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.
JPMorgan Chase currently has
1117 open roles
on FindRole.
Listed pay typically runs
$186,160–$215,000
across 7 roles with salary data.
The Portfolio Research & Analytics, Senior Associate joins the Quantitative Research & Development team to lead portfolio research, strategy validation, and operational enablement for systematic investment strategies. This role involves partnering with Quant Researchers and Portfolio Managers to ensure portfolios are scalable and robust while providing independent challenge of risk metrics and performance attribution. The individual will oversee simulation and testing frameworks, manage trade operations escalations, and define platform enhancements for back-testing and visualization. Key responsibilities include producing executive-ready reports and managing project workflows via JIRA. Required skills include advanced Excel, SQL, Python, and experience with tools like Tableau or Bloomberg. The role addresses the challenge of ensuring investment outcomes align with systematic processes through rigorous investigation of portfolio behavior, data integrity improvements, and the development of durable controls within a complex investment management framework.
Validate portfolio positioning, risk metrics, and performance against investment objectives and systematic processes.
Conduct root-cause analysis on performance anomalies and implement durable data or model improvements.
Manage and evolve simulation frameworks including back-testing, scenario analysis, and stress testing.
Translate business needs into technical requirements for platform enhancements in simulation and visualization.
Act as a senior point of escalation for trade operations, data integrity, and portfolio construction issues.
Produce executive-ready reports and dashboards to support investment decision-making and oversight.
Create and maintain high-quality documentation for operational procedures, workflows, and internal controls.
Manage work intake and triage tasks using JIRA to ensure timely delivery across cross-functional teams.
What we're looking for
Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline.
6+ years of relevant experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations.
Direct people management experience, including managing analytical or technical talent.
Experience managing analytical projects end-to-end, from planning and delegation through delivery.
Strong understanding of markets and the investment management process, including portfolio construction concepts, exposures, and risk frameworks.
Advanced Excel skills and a strong quantitative/statistical foundation.
Hands-on ability to analyze and troubleshoot data and strategy outcomes using SQL and Python (or equivalent).
Excellent written and verbal communication skills for producing executive-level summaries and recommendations.
Master's degree in Finance or Mathematics (preferred).
CFA and/or FRM (strongly preferred).
Experience with risk models and vendor platforms such as BarraOne, FactSet, and Bloomberg (preferred).
Experience building or improving back-testing/simulation pipelines and data visualization/reporting products like Tableau (preferred).
Experience leveraging Agentic AI / LLM tools to enhance research, analysis, or workflows (preferred).
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