JPMorgan Chase
Portfolio Research & Analytics, Senior Associate
$150K–$224K
Boston, MA · Senior · Full-time · Posted Aug 5, 2026
- Experience
- 6+ years of relevant experience.
- Education
- Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related discipline.
About the job
Leads research, validation, simulation, and operational oversight for systematic investment strategies, partnering across investment, research, product, and technology teams.
What you'll do
- Validate portfolio positioning, risk, performance, and trade recommendations; investigate anomalies and drive improvements.
- Own simulation and testing practices, and collaborate on research tools, data quality, and research-to-production workflows.
- Lead governance, stakeholder coordination, reporting, documentation, and delivery of cross-functional projects.
What they ask for
- Bachelor's degree in a related discipline.
- 6+ years of relevant experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations.
- Direct people management experience and experience managing analytical projects end-to-end.
- Strong investment and quantitative skills, advanced Excel, and ability to analyze and troubleshoot outcomes using SQL and Python (or equivalent).
Nice to have
- Master's degree in Finance or Mathematics; CFA and/or FRM.
- Experience with risk models and platforms such as BarraOne, FactSet, and Bloomberg; back-testing, simulation, visualization, or Agentic AI / LLM tools.
Pay
USD $150,000.00-$224,000.00 base salary
Tools
Excel, SQL, Python, JIRA, Tableau, BarraOne, FactSet, Bloomberg
AI focus
Preferred experience using Agentic AI / LLM tools (e.g., Copilot, Claude) to enhance research, analysis, or workflows.
Model-written summary · the original posting is authoritative