Asset Management Portfolio Management Program Analyst (Equities)

JPMorgan Chase & Co.•New York, NY

1d•$100,000 - $110,000

About The Position

The Portfolio Management Program Analyst supports senior US Equity investors, primarily Portfolio Managers, who manage large, complex mandates across multiple products and investment strategies. The role provides exposure to institutional portfolio construction, risk management, and the operational mechanics that enable scalable, client-aligned execution. As part of the US Equities team, the analyst helps drive day-to-day portfolio activities while building knowledge of the team’s investment philosophy, process, research inputs, and the practical mechanics of managing institutional-scale portfolios. The analyst serves as a partner to Portfolio Managers by owning core analytics, monitoring, and execution support to help keep portfolios aligned with investment intent, constraints, and changing market conditions. The role supports portfolio management and implementation, including order workflows, monitoring, onboarding, transitions, and analysis of transaction and tax costs. It also provides rigorous, actionable portfolio analysis and helps identify risks, gaps, and opportunities to improve processes and controls.

Requirements

Strong analytical, quantitative, and problem-solving capabilities, including the ability to break down complex questions into structured, testable analysis.
High attention to detail and strong numeracy, with a focus on accuracy and quality control in fast-moving environments.
Clear and confident communication skills, including the ability to synthesize analysis into concise takeaways for senior investors.
Goal-oriented approach and ability to prioritize, meet deadlines, and manage multiple concurrent requests.
Ability to work independently and collaborate closely within a team-based investment environment.
Self-starter attitude, intellectual curiosity, sound judgment, and strong willingness to learn.

Nice To Haves

Familiarity with financial databases and tools such as Bloomberg, FactSet, or similar platforms, and comfort working with market and portfolio data.
Demonstrated passion for equities and financial markets, including interest in how investment views translate into portfolio outcomes.
High integrity and professionalism, with appropriate discretion and a strong sense of ownership.
Ability to remain calm under pressure and perform reliably during volatile markets or tight deadlines.

Responsibilities

Partner with senior US Equity investors to support management of large mandates across strategies and client objectives, maintaining alignment with investment intent, risk parameters, and implementation requirements.
Develop an understanding of the end-to-end investment process, including portfolio construction, risk management, and performance attribution.
Support portfolio implementation, including order workflows and portfolio and market monitoring, ensuring implementation is accurate, timely, and consistent with guidelines and objectives.
Assist with new client onboarding and portfolio transitions by reviewing account guidelines, restrictions, and required constraints.
Contribute to transaction and tax-cost analysis and support investment performance reviews.
Monitor portfolio positioning, exposures, key trends, market developments, and news to identify portfolio implications for the team.
Deliver rigorous, insight-driven analysis to Portfolio Managers to inform investment decisions and portfolio strategy, including identifying what is changing, why it matters, and potential actions.
Identify risks, gaps, and process improvement opportunities, and recommend practical enhancements to decision-making, controls, and repeatability.

Benefits

Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
Comprehensive health care coverage.
On-site health and wellness centers.
Retirement savings plan.
Backup childcare.
Tuition reimbursement.
Mental health support.
Financial coaching.
Additional benefits and programs based on eligibility.