Wealth Management, Managed Solutions Analyst

JPMorgan Chase & Co.•New York, NY

About The Position

Are you curious about asset allocation, portfolio management and investment strategies? We're looking for energetic, creative talent to join our team of experts to develop innovative investment strategies for our clients. The Investment Solutions business (a) develops strategic market views; (b) analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; (c) markets investment ideas to advisors and clients; (d) executes trades. You'll collaborate with Portfolio Managers, Strategists and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views and identify timely investment opportunities for private bank clients. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage your skills. The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated way. With a product-agnostic lens, we will partner with each region and channel (in PB and U.S. Wealth Management) in understanding their respective priorities in order to drive and retain assets across all managed strategies. You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our client's needs. The role will allow you to a build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Requirements

Series 7 and Series 63 designations, if not, licenses required within 120 days in the role
Excellent communication and presentation skills
Strong quantitative skills and a passion for investing
Exceptional organizational skills and ability to multitask
High standards of service, including strong initiative, energy and confidence
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
Authorization to work permanently in the U.S.

Nice To Haves

Background in financial accounting, financial analysis or mathematics a plus

Responsibilities

Work under the guidance of mentors and a supportive team to help you learn and grow
Come up with innovate ideas to help our business
Take on assignments that directly impact our clients, helping them achieve their business goals
Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
Sharpen your technical skills, and finance and accounting principles