Specialized Strategies Team, Portfolio Management and Research, Associate
About The Position
The Associate will join the Specialized Strategies Team (SST) within Managed Investments, J.P. Morgan Global Private Bank & Wealth Management. The role works closely with the portfolio management team on SST’s multi-asset portfolios, with a specific focus on Global Equities in the context of broader multi-asset portfolios. The Associate partners with Portfolio Managers and key stakeholders on analytics, research, and portfolio implementation, and supports the team’s operating model, implementation, and trading processes. SST provides actively managed goals-based and thematic investment solutions. The team manages multi-asset and specialized equity strategies using proprietary research and resources across J.P. Morgan, alongside an independent investment process and high-conviction portfolio construction. The Associate is expected to take ownership of tasks and projects, work collaboratively and independently as needed, and bring strong organization and attention to detail. JPMorganChase offers a competitive total rewards package, with base salary determined by role, experience, skill set, and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation. Benefits and programs are available based on eligibility. The company is an equal opportunity employer and provides reasonable accommodations for applicants and employees.
Requirements
- At least 3 years of experience, ideally with exposure to investing, equity research, or portfolio management.
- Working knowledge of market fundamentals and economics, particularly global equity markets, and demonstrated interest in fund evaluation and multi-asset investing.
- Ability to evaluate potential investments and support recommendations with qualitative and quantitative research.
- Strong communication skills for work on a visible global team.
- Intellectual curiosity, a strong work ethic, and a team-player mentality.
- Proficiency with MS Excel and PowerPoint.
- Bachelor’s degree required.
- Ability to multitask and meet deadlines.
Nice To Haves
- Experience analyzing multiple data sources and presenting findings to a broader team.
- Experience in fund due diligence, such as mutual funds and ETFs.
- Experience with third-party market data providers such as Bloomberg, Morningstar, or FactSet.
- Ability to connect company fundamentals, sector views, and market themes to investable recommendations in a multi-asset context.
- CFA encouraged but not required.
- Experience with Python, VBA, or other programming languages.
Responsibilities
- Support the SST Portfolio Management Team in portfolio construction, manager evaluation, and capital markets analysis, emphasizing equity-focused strategies.
- Conduct global equity research and formulate views on companies, sectors, industries, and equity markets to inform the investment process and generate actionable ideas for multi-asset portfolios.
- Support implementation and trading across SST’s multi-asset strategies.
- Assist in creating client and advisor materials, including portfolio commentary and investment-related presentations.
- Evaluate investment vehicles, including mutual funds and exchange-traded funds, and assess their use as expression vehicles for global equity views.
- Partner with internal investment stakeholders and control partners across Governance, Risk, Trading, Operations, and Technology.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
