Data Scientist, Asset & Wealth Management

Data Scientist, Asset & Wealth Management at JPMorganChase

JPMAM Data Science is dedicated to enhancing and streamlining every stage of the investment process, from financial analysis and portfolio management to client services and advisory. We analyze extensive collections of data including financial documents, analyst reports, news articles, meeting notes, and client communications to empower data-driven decision making and process automation. We are seeking passionate data scientists who can apply the latest methodologies to generate real-time and actionable insights.

The candidate must excel in working in a highly collaborative environment together with the business stakeholders, technologists, and control partners to deploy solutions into production. A strong passion for machine learning is essential, along with a commitment to continuous learning, research, and experimentation with new innovations in the field. Candidates should possess a solid understanding of modern NLP and/or financial knowledge, hands-on implementation experience, strong analytical thinking, and a keen interest in applying advanced analytics to solve complex problems in finance and asset management.

Job Responsibilities

• Design and implement advanced techniques such as semantic search, retrieval-augmented generation (RAG), named entity recognition (NER), prompt engineering, and personalization for content extraction, search, question answering, reasoning, and recommendation.
• Develop LLM, NLP, and ML solutions that address client requirements and drive business transformation.
• Work closely with partner teams—including Business, Technology, Product Management, Strategy, and Business Management—to deploy and scale developed models in production environments.
• Build comprehensive testing setups to evaluate model performance and ensure efficacy and reliability.
• Communicate results effectively to business stakeholders through written reports, visualizations, and presentations.
• Stay current with the latest research in LLM, ML, and data science, and proactively identify and leverage emerging techniques to drive ongoing enhancement.

Qualifications, Capabilities, And Skills

• Proven experience applying NLP, LLM, and ML techniques to solve high-impact business problems.
• CFA designation or current pursuit of the CFA is highly desirable.
• Proficiency in programming languages such as Python and familiarity with machine learning libraries and frameworks.
• Excellent communication skills and ability to work collaboratively in a fast-paced, dynamic environment.
• Strong analytical skills with an understanding of financial markets and asset management.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About The Team

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.

Key skills/competency

• Data Science
• Machine Learning
• Natural Language Processing (NLP)
• Large Language Models (LLM)
• Financial Markets
• Asset Management
• Python
• Semantic Search
• Retrieval-Augmented Generation (RAG)
• Prompt Engineering