Quantitative Analytics Associate - Wealth Management

Quant Analytics Associate - Wealth management

Join us to shape an analytics environment that empowers partners with robust querying, modeling, and ML/AI capabilities at scale. 

As a Quant Analytics Associate within the Data and Analytics team, you will be part of a dynamic group that powers JPMorgan Chase with insights to create competitive advantages and deliver value for our customers. You will help execute analytic strategies for the JPMorgan Wealth Management business unit, understanding investment customers’ financial needs and interactions with our products, services, channels, and Advisors.

Job Responsibilities

• Design Alteryx workflows to process data from disparate sources for automated scorecards.

• Create Tableau dashboards to identify key gaps in business performance.

• Use SQL, SAS, and PYTHON to extract and transform raw data into actionable insights.

• Automate the aggregation of key data elements for financial reporting.

• Collaborate with team members to map out data sources and develop solutions.

• Identify opportunities to create self-serve tools for real-time decision-making.

Required Qualifications, Capabilities, and Skills

• Broad exposure to programming languages and analytical/BI tools.

• Experience with Business Intelligence tools like Tableau is a must.

• Ability to manipulate data using Alteryx and other ETL tools.

• Strong technical skills with hands-on programming experience.

• Flexibility and creativity in problem-solving.

• Experience in ad-hoc reporting, dashboard development, and data visualization.

Preferred Qualifications, Capabilities, and Skills

• Proficiency in R, PYTHON, and Java.

• Experience in analytics or insights functions at financial services firms.

• Understanding of personal investments and market functions.

• Familiarity with Agile (scrum) methodologies and has a growth mindset with aspiration for continuous learning.

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 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.

Experience Level

Mid Level