The Research Analyst builds quantitative models for investment management, conducts risk analysis, maintains credit models, and collaborates with investment teams to improve performance.
Job Description
DESCRIPTION:
Duties: Build quantitative models and signals for portfolio managers to enhance investment process and risk management. Work on fundamental data aggregation on corporate bond market to support portfolio managers in making investment decisions. Maintain credit factor model and monitor factor-based investment strategies performance, implementing factor attribution analysis for portfolio managers. Work with internal Model Risk Governance and Review team to review the credit model and monitor ongoing performance. Conduct regular and ad hoc analyses of credit factor attribution to track and evaluate factor performance for clients. Collaborate with the technology team to transition quantitative signals and models into production. Work closely with portfolio managers and traders to integrate quantitative signals into the investment process. Develop quantitative models and signals to help portfolio managers boost their alpha. Prepare and present research findings and recommendations to the investment team and senior management.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Finance, Economics, Mathematics of Finance, Statistics, or related field of study plus two (2) years of experience in the job offered or as Research Analyst, Fixed Income Investment Manager, or related occupation. The employer will alternatively accept a Bachelor's degree in Finance, Economics, Mathematics of Finance, Statistics, or related field of study plus five (5) years of experience in the job offered or as Research Analyst, Fixed Income Investment Manager, or related occupation.
Skills Required: This position requires two (2) years of experience with the following: analyzing risk profiles and price characteristics of fixed income securities and instruments; fixed income portfolio management, including analyzing interest rate and credit exposures of bond portfolios; investment management of ETFs; management of mutual funds and separately managed accounts with customized investment guidelines; analysis of company-level financial and accounting data; testing of fixed income alpha signals via cross-section and time series regression analysis; statistical and econometric analysis of macro-financial datasets; portfolio optimization and financial programming in Python using libraries, including Numpy and Pandas; analyzing and parsing financial data with Matlab and R; and using fixed income functionalities within the Bloomberg terminal.
Job Location: 277 Park Ave., New York, NY 10172.
Full-Time. Salary: $175,000 - $285,000 per year.
About Us
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
DESCRIPTION:
Duties: Build quantitative models and signals for portfolio managers to enhance investment process and risk management. Work on fundamental data aggregation on corporate bond market to support portfolio managers in making investment decisions. Maintain credit factor model and monitor factor-based investment strategies performance, implementing factor attribution analysis for portfolio managers. Work with internal Model Risk Governance and Review team to review the credit model and monitor ongoing performance. Conduct regular and ad hoc analyses of credit factor attribution to track and evaluate factor performance for clients. Collaborate with the technology team to transition quantitative signals and models into production. Work closely with portfolio managers and traders to integrate quantitative signals into the investment process. Develop quantitative models and signals to help portfolio managers boost their alpha. Prepare and present research findings and recommendations to the investment team and senior management.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Finance, Economics, Mathematics of Finance, Statistics, or related field of study plus two (2) years of experience in the job offered or as Research Analyst, Fixed Income Investment Manager, or related occupation. The employer will alternatively accept a Bachelor's degree in Finance, Economics, Mathematics of Finance, Statistics, or related field of study plus five (5) years of experience in the job offered or as Research Analyst, Fixed Income Investment Manager, or related occupation.
Skills Required: This position requires two (2) years of experience with the following: analyzing risk profiles and price characteristics of fixed income securities and instruments; fixed income portfolio management, including analyzing interest rate and credit exposures of bond portfolios; investment management of ETFs; management of mutual funds and separately managed accounts with customized investment guidelines; analysis of company-level financial and accounting data; testing of fixed income alpha signals via cross-section and time series regression analysis; statistical and econometric analysis of macro-financial datasets; portfolio optimization and financial programming in Python using libraries, including Numpy and Pandas; analyzing and parsing financial data with Matlab and R; and using fixed income functionalities within the Bloomberg terminal.
Job Location: 277 Park Ave., New York, NY 10172.
Full-Time. Salary: $175,000 - $285,000 per year.
About Us
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Bloomberg Terminal
Matlab
Numpy
Pandas
Python
R
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