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Quant advisory — ex-JPMAM portfolio analyst, 10+ years, production factor platform

Most quant questions are answered wrong because the person answering never ran the book.

Strategy calls, working sprints, and deep engagements with a former JPMAM portfolio analyst. Factor portfolios, risk models, quantitative infrastructure, portfolio analytics — the work, not the theory. Three session formats from $69.

10+ years at JPMAM. Built and maintained multi-asset factor models, quantitative risk frameworks, and the scoring engine behind a 170+-factor trading platform. Not a consultant who read papers — someone who ran the system.

Part of the AEQUARA Suite · 46 AI tools · Not legal/financial advice

10+ yrs
JPMAM portfolio analyst experience — multi-asset factor models + quantitative risk frameworks
170+
Factor trading platform built and maintained in production — real-world quant infrastructure, not theory
$500–$5,000
Session formats vs $25,000+ for big consulting firms that send analysts

What we work on

📐

Factor strategy & portfolio construction

Momentum, value, quality, low-vol, macro — designing the model, calibrating weights, running backtests that don't overfit. From scratch or as a second opinion on what you've built.

⚖️

Risk model review & design

Covariance estimation (Ledoit-Wolf, DCC-GARCH), VaR/CVaR pipelines, drawdown attribution, marginal contribution to risk. We audit what you have or build what you need.

🏗️

Quantitative infrastructure

Data pipeline architecture, factor libraries, backtesting frameworks, execution infrastructure. What's maintainable vs what will break at 200 factors.

🔍

Second opinion & sanity checks

You've built something and you're not sure if it's right. We go through it line by line — model assumptions, implementation bugs, look-ahead bias, survivorship bias, the classics.

Three session formats. Save $20,000+ vs. a big consulting firm engagement.

Sprint (4hr)

$2,500

4 hours of working session — build, audit, or design together.

  • 4 hours of working session
  • Screen-share sessions — actual code/models
  • Deliverable: working code, model design doc, or written audit
  • Follow-up summary with key decisions + next steps
Book Sprint

Deep Dive (2 days)

$5,000

8-hour engagement over 2 days — full architecture or strategy deliverable.

  • 8 hours total over 2 days
  • Screen-share sessions — actual code/models
  • Full architecture or strategy deliverable
  • Written report with recommendations
  • Follow-up support session (30 min)
Book Deep Dive

Report

$4.99/report

One detailed PDF

Buy a report →

Pro

$29/month

Unlimited everything

Start free trial →

Team

$99/month

5 seats + admin

Start team trial

Frequently asked

How is this worth it vs a big consulting firm?

Big consulting firms send analysts. You get a former JPMAM portfolio analyst who built and maintained the system — direct, no account manager, no junior overlay. And you pay $500–$5,000 instead of $25,000+ for a single engagement.

What if the strategy call doesn't answer my question?

If after the call you genuinely feel you didn't get value, email within 48 hours for a full refund.

Can I book multiple sprints?

Yes. Some engagements run as 2–3 sprints over several weeks. Email before booking if you have something multi-stage and I'll structure it correctly.

What markets and asset classes?

Multi-asset, equity-focused. Deep expertise in US equities, factor models, and quantitative risk. Working knowledge of fixed income, FX, and derivatives overlays. Not a specialist in options market-making or high-frequency.

Is Quant Advisory worth $500?

Big consulting firms charge $25,000+ for a single quant framework engagement. At $500 for a 1-hour strategy call with a former JPMAM portfolio analyst, you get direct expert input for a fraction of what consulting firms charge for a junior analyst's time.

What if I don't get results?

Cancel any time via the billing portal. If your first session doesn't surface at least one actionable finding, email within 7 days for a full refund.