Asset Management - Client Analyst - Program Analyst - JPMorgan Chase Bank, N.A.

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

Job Summary

As a Program Analyst you will rotate across 1) Client Service and Business Platform (to get a foundational knowledge of how we bring clients onboard), 2) Business Management (to learn about strategy, reporting and business priorities) and 3) Sales (to learn how to work with clients across various distribution channels, like Institutional Clients). You'll work in partnership with our senior business leaders to develop strategies that support our clients' needs. You'll work with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries.

Job Responsibilities

• Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm
• Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research and assist in strategic planning to help clients meet their investment objectives
• Develop relationships with clients including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors
• Learn about asset allocation strategies and identifying investment capabilities across traditional and alternative strategies to meet our clients' investment objectives

Required qualifications, capabilities and skills

• Excellent communication and presentation skills
• Strong quantitative skills and a passion for investing
• Exceptional organizational skills and ability to multitask
• Strong initiative, energy and confidence
• Background in financial accounting, financial analysis or mathematics a plus
• Genuine interest in financial markets, investing and macro-level economics
• Good judgment and discretion working with highly confidential information
• SIE, Series 7, Series 63

JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $100,000.00 - $110,000.00 / year