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JPMorgan Chase Asset Management - Quantitative Portfolio Specialist - Vice President in New York, New York

Position available in New York, NY

Job Summary:

The Customized Managed Account Solutions team is seeking a Quantitative Portfolio Specialist to assist in optimizing our team's various Equity Separately Managed Accounts (SMAs) and multi-asset model portfolios for retail distribution. The candidate will report directly to the Head of Customized Account Solutions and join the fastest growing platform in J.P. Morgan Asset Management.

Job Responsibilities:

  • Partner with portfolio management teams in developing a framework to optimize their portfolios for retail distribution, factoring in constraints such as lower minimums, while maintaining a similar risk and return profile of the intended strategy.

  • Partner with sales and Intermediaries to adapt portfolios based on platform specific limitations or requirements.

  • Collaborate with our Portfolio Managers, implementation teams, and 55ip research teams to enhance/evolve optimization logic for our Tax Smart Active SMAs.

  • Support our Tax-Smart team as they further develop their risk monitoring tools for actively managed Tax Managed strategies.

  • Engineer approaches for our glide path model portfolio strategies that routinely rebalance portfolios to different allocations as they mature, while keeping the tactical positioning of the strategy in place.

Required Qualifications, Skills and Attributes:

  • 5-7 years' work experience in the financial services industry.

  • Previous experience building quantitative models in the investment management industry.

  • Demonstrate intermediate skills in at least one programming language (like C, C++, Java, or Python).

  • An independent thinker who can creatively approach data analysis and communicate complex ideas clearly.

  • Strong analytical skills with a desire to drive automation utilizing intelligent automation tools.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

New York,NY $161,500.00 - $285,000.00 / year

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