JPMorganChase
Asset Management - US Equity Portfolio Management Program Analyst
JPMorganChase, New York, New York, us, 10261
At J.P. Morgan Asset Management, we provide equity solutions to many of the world’s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on‑the‑ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk‑management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.
Role Summary As a US Equities Portfolio Program Analyst you will primarily support senior portfolio managers on the analysis and execution of US Equity Investment strategies. This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the analyst/associate with exposure to JP Morgan Asset Management’s products and investment professionals within US Equity.
Job Responsibilities
Portfolio Implementation – develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures and treasuries, monitoring cash flows among various accounts, communicating with trading teams, and monitoring futures hedging, etc.
Portfolio Monitoring – keep abreast of portfolio positioning, market news and trades, analyze and reconcile position discrepancies, monitor account guidelines and restrictions, and conduct investment performance reviews, etc.
Ad‑hoc projects – work with various individuals and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction‑cost analysis, etc.
Required Qualifications, Capabilities and Skills
Undergraduate degree in Business, Finance or equivalent
1‑2+ years of relevant experience
Strong understanding of JP Morgan Asset Management’s products and services
Strong understanding of the financial services industry
Market data services knowledge
Strong analytical skills and high aptitude for numbers
Ability to identify trends through numerical analysis
Preferred Qualifications, Capabilities and Skills
Familiarity with Bloomberg is helpful.
Coding experience with VBA preferred.
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 by 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. 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About the Team 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.
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Role Summary As a US Equities Portfolio Program Analyst you will primarily support senior portfolio managers on the analysis and execution of US Equity Investment strategies. This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the analyst/associate with exposure to JP Morgan Asset Management’s products and investment professionals within US Equity.
Job Responsibilities
Portfolio Implementation – develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures and treasuries, monitoring cash flows among various accounts, communicating with trading teams, and monitoring futures hedging, etc.
Portfolio Monitoring – keep abreast of portfolio positioning, market news and trades, analyze and reconcile position discrepancies, monitor account guidelines and restrictions, and conduct investment performance reviews, etc.
Ad‑hoc projects – work with various individuals and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction‑cost analysis, etc.
Required Qualifications, Capabilities and Skills
Undergraduate degree in Business, Finance or equivalent
1‑2+ years of relevant experience
Strong understanding of JP Morgan Asset Management’s products and services
Strong understanding of the financial services industry
Market data services knowledge
Strong analytical skills and high aptitude for numbers
Ability to identify trends through numerical analysis
Preferred Qualifications, Capabilities and Skills
Familiarity with Bloomberg is helpful.
Coding experience with VBA preferred.
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 by 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. 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
About the Team 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