Analyst - Wealth Management Solutions - QIAA at JPMorgan Chase

You are a strategic thinker passionate about driving solutions using qualitative and quantitative skills. You have found the right team. Join a high-impact group shaping investment governance through disciplined analytics and automation.

As an Analyst in **Quantitative Investment Analytics & Advisory (QIAA)**within Wealth Management Solutions, you drive the due diligence program by delivering rigorous, decision-ready analytics and governance outputs. You maintain a systematic screening framework while improving the accuracy, scalability, and controls of recurring deliverables. You partner with stakeholders to surface insights, investigate exceptions, and enable timely governance decisions.

Job responsibilities

• Maintain and enhance the in-house fund quantitative screening model, including data validation, factor/signal maintenance, threshold calibration, methodology documentation, and change control to ensure alignment with investment governance standards
• Generate and review periodic screening outputs investigate anomalies or breaks in methodology, and escalate material findings to senior stakeholders for governance action
• Own the creation, maintenance, and timely delivery of Investment Council materials and internal governance outputs, including research packs, governance presentations, factsheets, performance and peer reports, and custom diagnostics
• Translate investment and operational data into decision-ready insights for senior stakeholders and cross-functional partners, including clear summaries of drivers, risks, and exceptions
• Maintain strong QA/QC controls across all recurring deliverables, ensuring accuracy, consistency, auditability, and versioning
• Set up, automate, and manage analytical tools and platforms to enable scalable reporting, diagnostics, and repeatable workflows
• Drive process improvements by identifying workflow gaps, implementing automation/standardization, strengthening controls, and reducing turnaround time and error rates
• Manage multiple concurrent workstreams and deadlines by coordinating inputs, tracking dependencies, and delivering high-quality outputs in a fast-paced environment
• Partner with cross-functional teams to address ad hoc requests, investigate issues, implement action plans, and track outcomes

Required qualifications, capabilities, and skills

• 2+ years of experience in investment analytics, investment operations, performance reporting, manager research support, due diligence support, or a related analytical role
• Strong quantitative and data skills: ability to manipulate, validate, reconcile, and synthesize large datasets into accurate outputs and insights
• Familiarity with core investment, portfolio management and risk analytics concepts (e.g., performance vs benchmark/peers, risk and drawdown behavior, consistency metrics) and ability to explain results clearly
• Demonstrated ability to manage multiple deliverables, timelines, and dependencies simultaneously
• Strong stakeholder management skills and comfort partnering across teams to drive outcomes
• High attention to detail, strong ownership mindset, and ability to balance strategic priorities with hands-on execution

Preferred qualifications, capabilities, and skills

• Working knowledge of scripting/analytics tools such as Python or R for automation, data checks, and repeatable analysis
• Database knowledge, including ability to write and troubleshoot SQL queries
• Experience using data provider tools like Morningstar or Bloomberg