Quant Analytics-Senior Associate

Posted 6 Days Ago
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Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support mortgage finance for the Global Private Bank by delivering profitability analysis, forecasting, stress-testing (CCAR) and CECL analytics, translating model outputs into executive insights, supporting model implementation/validation, and driving process improvements and automation across forecasting, credit, and prepayment risk.
Summary Generated by Built In
Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you’ll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions.
As a Senior Associate – Mortgage Finance Analytics in Asset & Wealth Management Finance & Business Management (F&BM), you will support the Global Private Bank Deposit & Mortgage business. You will play a key role in delivering profitability insights, forecasting, and regulatory analytics while partnering closely with Finance, Credit Risk, and model stakeholders. This role offers the opportunity to own high-impact deliverables, enhance analytical capabilities, and translate complex data into actionable insights in a collaborative, control-focused environment.
 
Job Responsibilities
 
  • Partner with Mortgage Finance and business leadership to deliver profitability analysis, trends, and decision-support insights
  • Execute quarterly processes including mortgage stress testing (CCAR) and CECL reserve analytics
  • Analyze stress testing and reserving outputs, summarizing key themes and presenting insights to senior management
  • Perform ad hoc analytics to support Credit Risk, including credit cost trends and model result interpretation
  • Collaborate with stakeholders to enhance and monitor forecasting frameworks across revenue, credit, and prepayment risks
  • Support financial forecasting and outlook for mortgage-related metrics, including balance projections, NII, FTP, and client rates
  • Translate complex model outputs and balance sheet drivers into clear, executive-ready insights
  • Design and maintain analytical tools to support forecasting, model execution, and performance monitoring
  • Support model implementation activities, including user acceptance testing (UAT), validation, and ongoing monitoring
  • Ensure compliance with regulatory requirements and adherence to the firmwide Model Risk Policy
  • Drive process improvements through automation, simplification, and enhancement of internal controls

Required Qualifications, Capabilities, and Skills

  • Bachelor’s degree in Finance, Economics, Business, or a related field
  • Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
  • Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
  • Advanced Excel skills, including working with large datasets and complex formulas
  • Working knowledge of SQL and experience querying structured datasets
  • Experience supporting model execution, implementation, or validation activities
  • Strong communication skills with the ability to effectively engage stakeholders, including senior leadership

Preferred Qualifications, Capabilities and Skills

  • Experience within mortgage, lending, or credit lifecycle analytics
  • Familiarity with stress testing frameworks and CECL reserve methodologies
  • Programming experience in Python, R, SAS, or similar tools
  • Understanding of banking and balance sheet concepts such as NII and FTP
  • Experience with data visualization or analytics tools such as Tableau or Alteryx
  • Exposure to forecasting models, prepayment analytics, or credit risk modeling
  • Experience working in a regulated financial services environment
 
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 TeamJ.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, Business, or a related field
  • Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
  • Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
  • Advanced Excel skills, including working with large datasets and complex formulas
  • Working knowledge of SQL and experience querying structured datasets
  • Experience supporting model execution, implementation, or validation activities
  • Strong communication skills with the ability to effectively engage stakeholders, including senior leadership
  • Experience within mortgage, lending, or credit lifecycle analytics
  • Familiarity with stress testing frameworks and CECL reserve methodologies
  • Programming experience in Python, R, SAS, or similar tools
  • Understanding of banking and balance sheet concepts such as NII and FTP
  • Experience with data visualization or analytics tools such as Tableau or Alteryx
  • Exposure to forecasting models, prepayment analytics, or credit risk modeling
  • Experience working in a regulated financial services environment

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.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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