JPMorganChase
Asset Management - Investment Research and Large Scale Optimization - Vice President
Job Description
General Description:
Join the Tax Smart Strategies team within Customized Managed Account Solutions at J.P. Morgan Asset Management as an Investment Research Vice President and be a part of one of the industry's fastest growing spaces. This role involves working on optimization, risk model construction, tax-aware and indexing investing, while also thinking creatively to drive the continued growth of J.P. Morgan's Tax Smart and broader Customized Managed Account Solutions platform. In this role, you will collaborate with investment, product and technology teams to design new investment products, investigate existing product enhancements and expand the platform's broader research and analytical capabilities. This position offers a unique opportunity to contribute to investment thought leadership as well as work on innovative solutions across various investment asset classes, including across equity, fixed income, and multi-asset portfolios.
Job Summary:
As an Investment Research and Large Scale Optimization Vice President on the Tax Smart Investment Research team you will have a unique opportunity to contribute to investment thought leadership as well as work on innovative solutions across various investment asset classes, including across equity, fixed income, and multi-asset portfolios.
Job responsibilities:
- Collaborate with portfolio management, technology, product, and operations teams to design and implement new investment products.
- Build out comprehensive research environment analyzing significant amounts of data (from simulated back tests to live accounts)
- Conduct research and analysis to underwrite existing product performance and identify optimization enhancements.
- Develop and refine predictive risk models and portfolio optimization strategies.
- Drive analytics to support investment thought leadership and strategic decision-making.
- Expand platform customizations and enhance analytical capabilities for tax-aware investing and direct indexing.
Required qualifications, skills and capabilities:
- 5+ years of full-time relevant work experience in investment research or a related field
- Detail-oriented and process-driven with a strong background in data analytics
- Proficient in coding with Python and SQL is required
- Strong analytical and problem-solving skills is required
- Excellent communication and collaboration abilities is required
- Ability to work effectively in a cross-functional team environment is required
Preferred qualifications, skills and capabilities
- Experience in designing or building portfolio optimizations and risk models is preferred
- Experience with tax optimization is preferred
- Familiarity with separately managed accounts and index methodologies is preferred
- Progress towards an MBA, CFA, and/or equivalent is desirable
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
JPMorganChase London, England Office
25 Bank Street, Canary Wharf, London, United Kingdom, E14 5JP