Vice President, Portfolio Research & Analysis
Overview
55ip's Quantitative Research & Development (R&D) team is seeking a Senior Associate to lead portfolio research, analysis, strategy validation, and operational enablement for systematic investment strategies. This role partners closely with Quant Researchers, Portfolio Managers, Product, and Technology to ensure portfolios and research outputs are scalable, robust, and aligned to investment objectives. This role will drive rigorous investigation of investment outcomes, oversee simulation and testing frameworks, and strengthen governance, controls, and documentation supporting the portfolio management lifecycle.
The ideal candidate combines strong markets and portfolio expertise with hands-on analytical capability and the leadership needed to drive cross-functional execution in a fast-moving environment.
Key Responsibilities
Portfolio & Strategy Oversight
- Serve as a senior analytics partner to Portfolio Managers and Quant Research, providing independent challenge and validation of portfolio positioning, risk, and performance relative to strategy objectives.
- Lead analysis of trade recommendations, exposures, constraints, and risk metrics (e.g., factor/sector/country/style) to confirm alignment with the investment thesis and systematic process.
- Conduct research and produce decision-driving findings around portfolio behavior and construction.
- Diagnose and reconcile performance and attribution anomalies; drive root-cause analyses and ensure issues are addressed through durable process, data, or model improvements.
Research Enablement, Simulation & Testing Leadership
- Own and evolve historical and forward-looking simulation practices (back-testing, scenario analysis, stress testing), setting standards for reproducibility, accuracy, and controls.
- Partner with researchers and developers to enhance investment algorithms, improve data quality/coverage, and accelerate research-to-production workflows.
- Define and prioritize platform enhancements for back-testing, simulation, and visualization capabilities; translate business needs into clear requirements and acceptance criteria.
Operational Excellence & Stakeholder Management
- Act as a senior point of escalation for trade operations and investment teams on issues impacting execution, data integrity, and portfolio construction; drive timely resolution and post-incident prevention.
- Establish and maintain operating rhythms across Product, PM, Research, and Technology to launch, refine, and monitor strategies and releases.
- Lead governance routines to ensure methodologies, changes, and exceptions are reviewed, documented, and compliant with applicable standards and internal controls.
Reporting, Communication & Documentation
- Produce executive-ready insights (dashboards, recurring reports, ad hoc deep dives) using tools such as Excel and Tableau to support investment decision-making and oversight.
- Create and maintain high-quality documentation for operational procedures, workflows, controls, and key decision logs to ensure clarity, consistency, auditability, and scalability.
Delivery & Workflow Management
- Manage and triage work intake using JIRA; assign, track, and report on work items across stakeholders, ensuring predictable delivery against timelines.
- Drive forward group projects as a leader, ensuring alignment, momentum, and accountability across contributors.
- Mentor junior analysts and contribute to team standards for analytical rigor, documentation quality, and stakeholder communication.
Required Qualifications
- Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or 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, including managing analytical or technical talent.
- Experience managing analytical projects end-to-end, from planning and delegation through delivery.
- Strong understanding of markets and the investment management process, including portfolio construction concepts, exposures, and risk frameworks.
- Advanced Excel skills and strong quantitative/statistical foundation.
- Hands-on ability to analyze and troubleshoot data and strategy outcomes using SQL and Python (or equivalent).
- Proven ability to lead cross-functional initiatives, manage multiple priorities under tight deadlines, and operate effectively in ambiguous environments.
- Excellent written and verbal communication skills, including the ability to produce executive-level summaries and recommendations.
- Demonstrated integrity, sound judgment, and a high bar for analytical rigor and controls.
Preferred Qualifications
- Master's degree in Finance or Mathematics.
- CFA and/or FRM strongly preferred.
- Experience with risk models and vendor platforms such as BarraOne, FactSet, and Bloomberg.
- Experience building or improving back-testing/simulation pipelines and data visualization/reporting products (e.g., Tableau).
- Experience leveraging Agentic AI / LLM tools (e.g., Copilot, Claude) to enhance research, analysis, or workflows.
Prior people leadership, mentoring, or formal project/workstream leadership experience
About UsWe 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
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.
Skills Required
- Bachelor's degree in Finance, Economics, Accounting, Engineering, Mathematics, or related discipline
- 6+ years experience in portfolio research, quantitative investing, asset management, risk/attribution, trading support, or systematic strategy operations
- Direct people management experience, including managing analytical or technical talent
- Experience managing analytical projects end-to-end from planning through delivery
- Strong understanding of markets and the investment management process, including portfolio construction and risk frameworks
- Advanced Excel skills
- Strong quantitative and statistical foundation
- Hands-on ability to analyze and troubleshoot data and strategy outcomes using SQL and Python (or equivalent)
- Proven ability to lead cross-functional initiatives and manage multiple priorities under tight deadlines
- Excellent written and verbal communication skills, including producing executive-level summaries
- Experience using JIRA to manage and triage work intake and track work items
- Experience with Tableau and building reporting/visualization products
- Experience with risk models and vendor platforms such as BarraOne, FactSet, and Bloomberg
- Master's degree in Finance or Mathematics
- CFA and/or FRM
- Experience leveraging Agentic AI / LLM tools (e.g., Copilot, Claude)
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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