Wealth Management, Portfolio Construction Strategy, Analyst
About The Position
The Analyst joins J.P. Morgan’s Portfolio Construction Strategy team, the advisor-facing arm of the Office of Portfolio Construction (OPC). The team develops the firm’s portfolio construction philosophy, creates supporting content and education, and works across the U.S. Private Bank and U.S. Wealth Management to help advisors build, review, and refine client portfolios. Its work spans public and private assets, taxable and tax-exempt portfolios, and discretionary, advisory, and brokerage accounts, with an emphasis on client goals, investment principles, and after-tax outcomes. Working under senior Portfolio Construction and Tax-Aware Strategists and the U.S. Head of Portfolio Construction Strategy, the Analyst supports the team’s core workstreams and may develop toward a Portfolio Construction Strategist role. The position offers cross-asset exposure and collaboration with Global Investment Strategy, Investments Research, Managed Investments, Due Diligence, Portfolio Analytics, regional Investments & Advice leaders, and technology partners. The team also embeds its methods in AI-powered advisor tools, including ConnectWealth and Portfolio Builder, to scale portfolio guidance across the advisor base.
Requirements
- 1–2 years of experience in wealth management, asset management, investment strategy, portfolio management, or another financial markets-related role.
- Genuine interest in financial markets, asset allocation, portfolio construction, and macro-level economics, with a willingness to learn and grow.
- Foundational understanding of taxes and their influence on portfolio decisions, including asset allocation and asset location.
- Excellent written and verbal communication skills, including the ability to explain complex portfolio and market concepts clearly to advisors, senior leaders, and clients.
- Strong analytical and quantitative skills, high proficiency in AI tools, and comfort working with portfolio and performance data.
- Background in finance, economics, mathematics, statistics, or financial accounting.
- Strong organizational skills and ability to manage multiple priorities, workstreams, and stakeholders with limited supervision.
- Business acumen and strategic thinking, with interest in organizational priorities and cross-functional initiatives.
- Attention to detail, initiative, energy, intellectual curiosity, and confidence engaging senior partners.
- Experience with portfolio analytics and data analysis tools such as Excel or Python, and familiarity with portfolio construction and optimization concepts.
- Experience with business management, project management, or stakeholder engagement, particularly in a client- or advisor-facing financial services context.
- FINRA Series 7 and Series 63 designations, or willingness to obtain the licenses within 120 days of joining.
Nice To Haves
- CFA designation or CFA candidacy.
- Exposure to multi-asset investing, including private markets, alternatives, tax-aware investing, or structured solutions, and awareness of current industry debates in portfolio construction.
Responsibilities
- Support the development and rollout of Portfolio Construction content, including the Portfolio Construction Philosophy, themes decks, implementation guides, sizing guidance primers, one-pagers, and portfolio checklists.
- Contribute to strategic initiatives such as the Expanded/Custom Strategic Asset Allocation framework, Portfolio Templates, and Framework for Taxes in Portfolio Construction, from design through advisor rollout.
- Help embed OPC methodologies into AI-powered advisor tools, including ConnectWealth, Portfolio Builder, Co-Pilot, and Connect Coach, working with Research, Risk, and technology partners.
- Assist advisors with analyzing portfolios and developing solutions for complex client and prospect situations.
- Prepare slides, talking points, and follow-up communications for advisor forums, training sessions, and senior leadership forums.
- Track team deliverables across the U.S. Private Bank and U.S. Wealth Management, and coordinate with internal stakeholders to keep workstreams on plan.
- Build foundational expertise in capital markets, asset allocation, tax-aware investing, and multi-asset portfolio construction.
- Develop cross-asset expertise across public equities and fixed income, private markets, hedge funds, structured products, and other areas of the team’s remit.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
