Portfolio Research & Analytics Senior Associate JPMorganChase Boston
Overview
The Senior Associate leads portfolio research and analysis driving systematic investment strategies. This role partners with Quant Researchers Portfolio Managers and Technology teams to ensure scalability and robustness. Responsibilities include rigorous investigation of outcomes and strengthening governance controls. The ideal candidate combines market expertise with analytical capability and leadership for cross-functional execution.
What You'll Do15
- 1Serve as senior analytics partner challenging portfolio positioning risk and performance relative to strategy objectives
- 2Lead analysis of trade recommendations exposures and risk metrics to validate alignment with investment thesis
- 3Conduct research producing decision-driving findings on portfolio behavior and construction
- 4Diagnose performance anomalies perform root-cause analyses and implement durable process improvements
- 5Own historical and forward-looking simulation practices establishing standards for reproducibility and controls
- 6Partner with researchers to enhance investment algorithms improve data quality and accelerate production workflows
- 7Define platform enhancements for back-testing simulation and visualization translating business needs into requirements
- 8Act as senior point of escalation for trade operations ensuring timely resolution and prevention
- 9Establish operating rhythms across Product PM Research and Technology launching refining monitoring strategies
- 10Lead governance routines documenting methodologies changes and exceptions for compliance
- 11Produce executive-ready insights using Excel and Tableau for investment decisions
- 12Create documentation for procedures workflows and decision logs ensuring auditability
- 13Manage JIRA work intake assigning tracking reporting and ensuring delivery timelines
- 14Drive group projects leading contributors maintaining analytical rigor and documentation standards
- 15Mentor junior analysts contributing to team standards for rigor and communication
Requirements16
- 1Bachelor degree in Finance Economics Accounting Engineering Mathematics or related field
- 26+ years relevant experience in portfolio research quantitative investing asset management risk attribution trading support
- 3Direct people management experience leading analytical or technical talent
- 4Proven end-to-end management of analytical projects from planning to delivery
- 5Strong understanding of markets investment management processes portfolio construction exposures and risk frameworks
- 6Advanced Excel skills quantitative statistical foundation
- 7Hands-on ability to analyze data and strategy outcomes using SQL and Python
- 8Demonstrated leadership cross-functional initiatives managing priorities under deadlines
- 9Excellent written verbal communication producing executive summaries
- 10Integrity sound judgment analytical rigor and strong controls
- 11Master's degree preferred Finance Mathematics
- 12CFA and/or FRM strongly preferred
- 13Experience with BarraOne FactSet Bloomberg risk models
- 14Building or improving back-testing simulation pipelines and visualization tools like Tableau
- 15Familiarity with Agentic AI LLM tools for research enhancement
- 16Prior leadership mentoring or formal project/workstream leadership
Salary Insight
$150 - $224k per year
Location
Required Skills
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