CIB Research – Global Index Research Group – Associate

Location: New York, NY, United States

Job Family: Associates

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Corporate & Investment Bank (CIB) Research team is at the forefront of providing cutting-edge insights to institutional investors worldwide. As an Associate in the Global Index Research Group, you will join a market-leading team driving innovation in fixed income and equity index products. Based in our New York office, you will contribute to developing sophisticated index solutions that help clients navigate complex global markets, leveraging JP Morgan's vast resources and expertise in asset management and investment banking. In this role, you will conduct rigorous research on index methodologies, analyze performance drivers, and collaborate with product development teams to create tailored solutions for institutional clients. Responsibilities include monitoring macroeconomic trends, regulatory impacts, and emerging themes like ESG integration, while producing high-impact reports that inform investment strategies. You will work closely with portfolio managers, traders, and sales teams to ensure our index products remain competitive and responsive to client needs, all while upholding JP Morgan's commitment to ethical standards and risk management. This position offers an exceptional opportunity to grow within a dynamic, high-performing team at one of the world's most respected financial institutions. Associates in this group gain exposure to senior leadership, global projects, and advanced analytics tools, fostering career advancement in research, product innovation, or client advisory roles. If you have a passion for quantitative finance and a drive to shape the future of indexing, join us in delivering unparalleled value to our clients.

Key Responsibilities

• Conduct in-depth research on fixed income and equity index products, developing innovative methodologies for global institutional clients
• Collaborate with cross-functional teams to design and launch new index-based investment solutions
• Analyze market trends, economic indicators, and regulatory changes impacting index performance
• Prepare detailed research reports, whitepapers, and presentations for internal stakeholders and clients
• Monitor and benchmark index performance against competitors, providing actionable insights
• Support client inquiries and consultations on index strategies, customization, and risk management
• Contribute to the development of proprietary tools and models for index construction and rebalancing
• Stay abreast of industry innovations in indexing, including smart beta and thematic indices
• Assist in marketing efforts by representing the Global Index Research Group at industry conferences
• Ensure compliance with regulatory standards and internal policies in all research activities

Required Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; advanced degree (MBA or Master's) preferred
• 3-5 years of relevant experience in financial research, index products, or fixed income/equity markets
• Strong understanding of global index methodologies, fixed income securities, and equity derivatives
• Proficiency in financial modeling and data analysis using tools like Excel, Python, or R
• Excellent analytical skills with the ability to interpret complex market data and trends
• Series 7 and 86/87 licenses or willingness to obtain them
• Ability to work in a fast-paced, collaborative environment in New York, NY

Preferred Qualifications

• Experience in index research or product development at a major financial institution
• Knowledge of ESG integration in index products and sustainable investing trends
• Familiarity with Bloomberg, FactSet, or other financial data platforms
• Prior publication or presentation experience in financial research forums
• CFA charterholder or progress toward certification

Required Skills

• Financial modeling and quantitative analysis
• Proficiency in Excel, Python, and SQL for data manipulation
• Deep knowledge of fixed income and equity markets
• Index construction and rebalancing techniques
• Data visualization using tools like Tableau or Power BI
• Strong written and verbal communication skills
• Analytical thinking and problem-solving
• Attention to detail in research and reporting
• Team collaboration and stakeholder management
• Regulatory compliance awareness in finance
• Market trend forecasting and economic analysis
• Client-facing presentation skills
• Adaptability to fast-paced environments
• ESG and sustainable finance principles

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and CFA support
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers, wellness initiatives, and mental health resources
• Global mobility programs and networking events within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.