JPMorganChase · 18 hours ago
Portfolio Senior Associate
Boston, MA
Full-time
Onsite
Mid, Senior Level
$150K/yr - $224K/yrJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Portfolio Senior Associate will support the Quantitative Research & Development team by analyzing investment outcomes and ensuring portfolios align with strategic investment strategies.
Asset ManagementBankingFinancial Services
Responsibilities
Collaborate with quantitative researchers and software developers to enhance investment algorithms and optimize research data. Facilitate the advancement of back-testing, simulation, and data visualization platforms to support strategic investment decisions. Analyze trade suggestions, positioning, risk metrics, etc. to ensure alignment with investment thesis and process, and recognize, evaluate, and reconcile any results that are inconsistent with strategy objectives
Establish, execute, and oversee both historical and forward-looking simulations to ensure robust analysis and accuracy in investment strategies
Develop comprehensive analysis and visualization reports utilizing Excel, Tableau, and other advanced analytical tools to effectively communicate insights and support data-driven decision-making processes
Investigate and resolve inquiries and issues arising from trade operations and investment teams, ensuring seamless execution and alignment with strategic financial objectives
Collaborate closely with product management, portfolio managers, and technology teams to launch, refine, and test both existing and new investment strategies, ensuring alignment with market trends and organizational goals
Engage in governance practices to oversee and enhance investment methodologies, ensuring compliance with industry standards and optimizing performance outcomes
Utilize JIRA to efficiently manage and assign work items and issues, ensuring streamlined workflow and effective resolution within project timelines
Thoroughly document operational procedures, processes, and workflows to ensure clarity, consistency, and compliance across all financial operations
Qualification
Required
Bachelor's degree in Finance, Accounting, or Economics
Deep passion for financial markets and the investment management process
Strong attention to detail with the ability to conceptualize and comprehend complex financial data
Demonstrated interest in pursuing CFA and/or FRM certifications
Team player with a strong work ethic and a diligent, responsible personality
Collaborative nature, thriving on challenges in fast-paced, dynamic environments
Collaborative and cooperative approach with employees and management at all levels
Highest degree of integrity, motivation, and intellectual curiosity
Solid understanding of basic statistics, strong Excel skills, and quantitative capabilities
Ability to work with basic Python and statistical analysis
Proven ability to manage multiple tasks and work under pressure, handling large workloads and tight deadlines
Strong verbal and written communication skills
Proficient in Microsoft PowerPoint, Word
Proficient in investigating data issues using SQL
Preferred
Familiarity with financial tools such as BarraOne, Factset, and Bloomberg is a plus
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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