# Wealth Management, Managed Solutions Analyst [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) · New York · United States · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) J.P. Morgan is hiring a Wealth Management, Managed Solutions Analyst in New York. Posted 2026-04-21; applications close 2026-06-20. **Apply**: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210738477 Posted 1d ago. ## Role details ## Overview 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 develops strategic market views, analyzes and determines the best implementation vehicles to express market views (tactical and longer-term across different vehicles), markets investment ideas to advisors and clients, and 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. Joining here means being part of a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. You’ll have access to training and mentorship from senior leaders and engaging projects to apply your skills. ## Our Team The Portfolio Advisory Group provides comprehensive coverage of all managed solutions (Core, Advisory, SMAs, mutual funds [JPM and third-party where offered]) in a coordinated way. With a product-agnostic lens, we partner with each region and channel (in Private Bank and U.S. Wealth Management) to understand priorities and drive 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 - Develop innovative 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 units work together to provide excellent customer service - Sharpen your technical skills, and finance and accounting principles You’ll be a member of the Portfolio Advisory Group, working with senior members to identify and deliver a range of solutions across asset classes to support clients’ needs. The role will allow you to build multi-asset and/or equity-focused or fixed-income-focused expertise given cross-asset responsibilities within the 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, or 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 the ability to multitask - High standards of service, with initiative, energy and confidence - Genuine interest in financial markets, investing and macro-level economics - Good judgment and discretion when 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 is a plus ## About JPMorgan Chase & Co. JPMorgan Chase, 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 by role, experience, skill set and location. Eligible roles may include commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements. We provide a range of benefits and programs to meet employee needs, including comprehensive health care coverage, retirement savings, 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 that diverse talents are essential to our success. We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of protected attributes. We also provide reasonable accommodations for religious practices, beliefs, mental health needs, or physical disabilities. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. ## More open roles at J.P. 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