Associate Vice President Wealth Management Chief Investment Officer Equities Team

JPMorgan Chase

Confirmed live 2 days ago High trust

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Work type
On-site
Location
New York, NY
Posted
108 days ago
Freshness
Confirmed live 2 days ago

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How this pay compares to similar roles

Similar $179k
$134k most similar roles pay here $222k

This listing doesn't post a salary. Most similar roles pay $145,350–$213,062.

Based on 239 similar postings.

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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.

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At a glance

TL;DR · Associate Vice President Wealth Management Chief Investment Officer Equities Team

Wealth Management , Chief Investment Officer Equities Team, Associate / Vice President will join the Equity Portfolio Management team within the Private Bank CIO Team. This role combines traditional fundamental equity analysis with rigorous quantitative and factor-based approaches to drive investment decisions for discretionary equity and multi-asset client portfolios across global markets. The individual will collaborate with portfolio managers to apply risk models like Axioma, perform performance attribution, and develop portfolio construction ideas. Responsibilities include building financial models using Python or R, leveraging large datasets, and applying AI and machine learning techniques to uncover market insights. Candidates must possess advanced programming skills in Python including Pandas and NumPy, along with expertise in statistical analysis and econometrics. The role requires a strong understanding of equity markets and risk management to communicate complex quantitative concepts to non-quant colleagues effectively.

What you'll do

  • Apply risk models like Axioma to evaluate portfolio exposures and inform investment decisions across global equity markets.
  • Partner with portfolio managers to use quantitative models and analytics for portfolio construction and performance attribution.
  • Build and maintain financial models using Python, R, or similar languages to analyze large, complex datasets.
  • Implement AI and machine learning techniques to enhance investment research and portfolio management.
  • Integrate quantitative insights into investment strategies by collaborating with fundamental analysis team members.
  • Communicate complex quantitative concepts and actionable findings clearly to non-quant investment professionals.
  • Monitor the trade process for discretionary equity and multi-asset client portfolios.

What we're looking for

  • Bachelor's or Master's degree in a quantitative field such as Finance, Mathematics, Engineering, or Computer Science.
  • CFA designation or demonstrated progress toward the CFA designation.
  • 6-10 years of experience working on Long-only Equity Buy-side.
  • In-depth understanding of equity markets, financial theory, and risk models.
  • Experience applying risk models and in portfolio construction, preferably using Axioma.
  • Advanced programming skills in Python, including data analysis libraries (Pandas, NumPy) and working with APIs.
  • Proficiency in statistical analysis, econometrics, machine learning, and/or AI techniques.
  • Excellent communication skills to explain complex quantitative concepts to non-quant colleagues.

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