Wealth Management, Managed Solutions Analyst

JPMorgan Chase & Co. • New York, NY

16h

About The Position

The Investment Solutions business develops strategic market views, analyzes and determines the best implementation vehicles to express market views (both tactical and longer-term and across different vehicles), markets investment ideas to advisors and clients, and executes trades. This role involves collaborating with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert understanding of managed solutions for 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. The company fosters a collaborative, supportive team environment, valuing diverse perspectives to innovate products and solutions, and provides resources such as training and mentorship from senior leaders for success. The Portfolio Advisory Group team aims to provide comprehensive coverage of all managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated, product-agnostic way. The team partners with each region and channel (in PB and U.S. Wealth Management) to understand their respective priorities in order to drive and retain assets across all managed strategies.

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
• Work with senior members to identify and deliver an array of solutions, across asset classes, to support our client's needs
• Build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees