Analyst – Institutional Investment Solutions US (Wealth Management)

Analyst – Institutional Investment Solutions US (Wealth Management)

We are seeking a driven, intellectually curious recent college graduate to join the Institutional Investment Solutions team in a role supporting portfolio managers. This position offers the opportunity to work closely with senior investment professionals on portfolio construction, strategic asset allocation, and portfolio analysis for Large Families, Endowments and Foundations.

The analyst will help evaluate multi-asset portfolios, contribute to investment analysis, and support the monitoring of portfolio positioning and outcomes. A key aspect of the role is developing a strong understanding of the analytical tools and frameworks used by the team, as well as the investment rationale behind portfolio decisions. The candidate should demonstrate genuine curiosity about how portfolios behave across market environments and how analytical tools translate into real investment outcomes.

Responsibilities

• Support portfolio managers with extensive portfolio analysis and ongoing portfolio management of client assets.
• Interact effectively and proactively with various internal partners: JPMA advisors, manager solutions, middle office, risk and compliance, marketing, etc.
• Assist with research and analytical work related to strategic asset allocation, portfolio construction, and manager selection.
• Use internal tools and financial data platforms to evaluate portfolio exposures, risks, and performance.
• Prepare analytical materials used in portfolio reviews, reports, and investment discussions.
• Develop familiarity with the team’s models and processes for evaluating investment strategies.

Qualifications

• Recent college graduate with a degree in finance, economics, mathematics, engineering, or another quantitative discipline.
• Exceptional organizational skills and ability to work in a fast paced environment.
• Strong quantitative and analytical capabilities, including familiarity with portfolio analysis.
• Advanced Excel skills and ability to work with financial data.
• Advanced PowerPoint skills and ability to visualize data.
• Experience with Bloomberg or other financial data platforms is preferred.
• High level of curiosity, strong work ethic, and interest in building expertise in institutional investing.

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 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 to meet employee needs, including comprehensive health care coverage, 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 value diversity and inclusion. We do not discriminate on the basis of protected attributes 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 by 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.