Wealth Management, Discretionary Portfolio Solutions, Investment Analyst - JPMorgan Chase
New York, NY
About the Job
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Discretionary Portfolio Solutions ("DPS") Analysts are client-facing resources who work closely with Portfolio Managers ("PMs") to provide investment coverage to discretionary relationships. The Analyst will gain exposure across the investment platform, including the Chief Investment Office's investment process, managed solutions, risk management, and client investment reviews. Leveraging the Private Bank's outlook, the Analyst partners with the PM to provide recommendations to clients based on their investment objective. The Analyst will build and maintain trusted relationships across the organization, including front office Advisors, Fiduciary Officers, and Solutions team members, to drive a positive client experience.
Job Responsibilities:
• Prepare investment review materials for client meetings, partnering with PM to craft the narrative and provide commentary on performance drivers; attend & actively present in client meetings
• Monitor and address portfolio risk, including concentrated positions, asset allocation, and cash levels
• Assist with tactical trade implementation and executing client-driven trade requests
• Present trade proposals to outside co-trustees, articulating investment rationale; work with PM to manage client sensitivities such as tax constraints
• Conduct transition analyses for new business and provide recommendations on investment strategy
• Support DPS leadership with creation of business reviews / strategy presentations
• Monitor the macro environment and stays abreast of the Private Bank's macro views via various forums (Morning Meeting, Global Investment Strategy's outlook)
Required Qualifications, Skills and Capabilities:
+ Meticulous and exhibits strong attention to detail
+ Superior multitasking and organizational skills
+ Resourceful and can problem solve independently
+ Excellent communication skills, including presentation delivery
+ High analytical aptitude, comfortable navigating multiple sources and integrating relevant information
+ Demonstrates a passion for financial markets
+ Strong interpersonal skills
+ Sound judgment and discretion working with highly confidential information
+ Candidates must be proficient in Excel, Access, and Powerpoint
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $75,000.00 - $100,000.00 / year
Discretionary Portfolio Solutions ("DPS") Analysts are client-facing resources who work closely with Portfolio Managers ("PMs") to provide investment coverage to discretionary relationships. The Analyst will gain exposure across the investment platform, including the Chief Investment Office's investment process, managed solutions, risk management, and client investment reviews. Leveraging the Private Bank's outlook, the Analyst partners with the PM to provide recommendations to clients based on their investment objective. The Analyst will build and maintain trusted relationships across the organization, including front office Advisors, Fiduciary Officers, and Solutions team members, to drive a positive client experience.
Job Responsibilities:
• Prepare investment review materials for client meetings, partnering with PM to craft the narrative and provide commentary on performance drivers; attend & actively present in client meetings
• Monitor and address portfolio risk, including concentrated positions, asset allocation, and cash levels
• Assist with tactical trade implementation and executing client-driven trade requests
• Present trade proposals to outside co-trustees, articulating investment rationale; work with PM to manage client sensitivities such as tax constraints
• Conduct transition analyses for new business and provide recommendations on investment strategy
• Support DPS leadership with creation of business reviews / strategy presentations
• Monitor the macro environment and stays abreast of the Private Bank's macro views via various forums (Morning Meeting, Global Investment Strategy's outlook)
Required Qualifications, Skills and Capabilities:
+ Meticulous and exhibits strong attention to detail
+ Superior multitasking and organizational skills
+ Resourceful and can problem solve independently
+ Excellent communication skills, including presentation delivery
+ High analytical aptitude, comfortable navigating multiple sources and integrating relevant information
+ Demonstrates a passion for financial markets
+ Strong interpersonal skills
+ Sound judgment and discretion working with highly confidential information
+ Candidates must be proficient in Excel, Access, and Powerpoint
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $75,000.00 - $100,000.00 / year
Source : JPMorgan Chase