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Wealth Management, Managed Solutions Analyst (US Wealth Management)

JPMorgan Chase & Co.

JPMorgan Chase & Co.

IT, Accounting & Finance
New York, NY, USA
Posted on Wednesday, May 29, 2024

Job Description

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.

Our Team

The Managed Solutions Specialist Team is a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds, and multi-manager across JPM and 3rd party) in a coordinated way. With a product-agnostic lens, the team partners with senior leadership in each region and channel (in Private Bank and U.S. Wealth Management) to understand respective priorities in order to generate and retain assets across all managed strategies.

Job Responsibilities:

You’ll gain knowledge and insight into the strategies and products that our advisors implement. You'll:

  • 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

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.

Required Qualifications, Capabilities and Skills

If you're highly-motivated and enjoy working in teams to develop and execute solutions, this is the role for you.

Key skills include:

  • 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.

Preferred Qualifications, Capabilities and Skills

  • Background in financial accounting, financial analysis or mathematics a plus