JPMorganChase
Asset Management - Client Analyst - Program Analyst
JPMorganChase, New York, New York, us, 10261
Asset Management - Client Analyst - Program Analyst
Get AI-powered advice on this job and more exclusive features.
Job Summary As a Program Analyst within our Client Service and Business Platform, you will gain foundational knowledge of our client onboarding process. You will also rotate to our Business Management team to understand strategy, reporting, and business priorities. Your rotation will further extend to our Sales team, where you will learn how to work with clients across various distribution channels, such as Institutional Clients. In collaboration with our senior business leaders, you will develop strategies that cater to our clients' needs. You will also 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
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
Preferred Qualifications, Capabilities And Skills
Background in financial accounting, financial analysis or mathematics a plus
About Us 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
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.
#J-18808-Ljbffr
Job Summary As a Program Analyst within our Client Service and Business Platform, you will gain foundational knowledge of our client onboarding process. You will also rotate to our Business Management team to understand strategy, reporting, and business priorities. Your rotation will further extend to our Sales team, where you will learn how to work with clients across various distribution channels, such as Institutional Clients. In collaboration with our senior business leaders, you will develop strategies that cater to our clients' needs. You will also 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
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
Preferred Qualifications, Capabilities And Skills
Background in financial accounting, financial analysis or mathematics a plus
About Us 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
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.
#J-18808-Ljbffr