# Asset Management, Multi Asset Solutions, Program Analyst [J.P. Morgan](https://www.jorb.ai/firms/j-p-morgan.md) · New York · United States · [Sales & Marketing](https://www.jorb.ai/jobs/sales-marketing.md) J.P. Morgan is hiring a Asset Management, Multi Asset Solutions, Program Analyst in New York. Posted 2026-07-13; applications close 2026-09-11. **Apply**: https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210769657 Posted 19h ago. ## Role details ## Job Summary The Investment Specialist Program Analyst on the Beta Strategy Multi Asset Solutions team is responsible for all commercial and client-facing activity within the investment team. You will partner with portfolio managers, researchers, technologists, and other functions to grow the business and help ensure the IS team delivers best-in-class service to internal and external parties, with a primary focus on J.P. Morgan Asset Management’s tax-smart direct indexing capabilities. J.P. Morgan Asset Management offers tax-managed equity strategies to financial intermediaries, aiming to provide equity market exposure while implementing investor-directed customization and enhanced tax management. These strategies are among the fastest-growing components of J.P. Morgan Asset Management, with the Tax Smart SMA Platform responsible for over $25 billion in assets under management across 10,000+ individual client accounts. You will support the continued build out of these capabilities, including new opportunities across the United States. ## Job Responsibilities - Provide account updates, market updates, strategy changes, and responses to ad-hoc client queries to Senior Investment Specialists, who communicate updates with clients or use the information for client meetings. - Present materials for maintenance and development of client presentations (e.g., pitch books, portfolio reviews) as well as marketing materials; craft creative solutions to meet varying client needs while partnering with portfolio managers and other investment specialists to develop and revise materials as appropriate. - Support relationships with sales channels and serve as an initial point of contact for questions from internal client advisors. - Create regular client reports detailing investment positioning, performance, attribution, strategy outlook, and market commentary, including writing detailed portfolio and market commentary; partner with portfolio management and Client Reporting teams. - Draft initial responses to client deliverables, including RFPs and monthly/quarterly/ad-hoc questionnaires; work with client advisors, their sales associates, marketing, and RFP writers. - Gather, analyze, and maintain a warehouse of information on industry peers and their competitive products. ## Required Qualifications, Skills, and Capabilities - At least 1+ year of experience in the financial industry, preferably in Asset Management. - Ability to deliver results in a timely and accurate manner, frequently under tight deadlines. - Strong attention to detail and a commitment to unsupervised follow-up. - Strong organizational skills and ability to manage multiple simultaneous tasks. - Strong communication skills, including written and verbal. - Executive presence, exceptional aptitude, positive energy, and a confident demeanor. - Positive attitude and creative thinking; ability to take direction from the team while recognizing when to challenge the status quo and drive process improvements. - Series 7, Series 63, SIE. ## Preferred Qualifications, Skills, and Capabilities - Proficiency in Excel and PowerPoint (Python, VBA, FactSet, Morningstar Direct, and Bloomberg knowledge are a plus). - CFA designation or desire to pursue a CFA designation. - Working knowledge of multiple asset classes, including equities and fixed income. - Undergraduate degree. - Knowledge of equity or tax-managed strategies. ## Applying to this role This Asset Management, Multi Asset Solutions, Program Analyst role at J.P. Morgan runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=j-p-morgan&job=6a5548fe2f77728c88f03907) ## More open roles at J.P. 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