JPMorganChase Logo

JPMorganChase

US Wealth Management, Solutions Program Analyst

Posted 2 Days Ago
Hybrid
New York, NY, USA
Entry level
Hybrid
New York, NY, USA
Entry level
Supports the Managed Solutions Specialist Team by developing business strategies, coordinating cross-functional initiatives, managing strategic projects, preparing presentations and reports, and delivering field communications. The role provides exposure to portfolio management, asset allocation, investment strategies, financial markets, and managed investment products while partnering with portfolio managers, strategists, and regional stakeholders.
The summary above was generated by AI

Description
Are you curious about asset allocation, portfolio management, and investment strategies? We're seeking energetic, creative talent to join our team of experts—not only to develop innovative investment strategies for our clients, but also to help drive business priorities and manage strategic initiatives across the organization.

The Investment Solutions business develops strategic market views; analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; markets investment ideas to advisors and clients; 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.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed—from training and mentorship from senior leaders to projects that engage your skills.

Our Team
The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds) 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 their respective 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 and execute business strategies that align with organizational priorities, collaborating with stakeholders across regions and channels.
  • Organize and lead cross-functional initiatives, ensuring effective communication and alignment among stakeholders to drive business outcomes.
  • Create and manage field communications, ensuring that key messages and strategic priorities are clearly conveyed to relevant audiences.
  • Take on assignments that directly impact our clients, helping them achieve their business goals.
  • Prepare and deliver presentations, reports, and communications to support strategic initiatives, stakeholder engagement, and business management activities.
  • Coordinate and track progress on strategic projects, ensuring timely execution of deliverables and continuous improvement.
  • Network with industry leaders, access best-in-class training, and learn how all our businesses work together to provide excellent customer service.
  • Sharpen your technical skills and develop a foundational understanding of finance and accounting principles, with a willingness to learn more about markets and investments.

You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our clients' needs. The role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Required Qualifications, Capabilities and Skills

  • Excellent communication, presentation, and stakeholder management skills, with the ability to clearly articulate complex ideas to diverse audiences.
  • Exceptional organizational skills and the ability to manage multiple priorities and projects simultaneously.
  • Strong business acumen and strategic thinking, with a demonstrated interest in business management and driving organizational priorities.
  • High standards of service, including strong initiative, energy, and confidence.
  • Genuine interest in financial markets, investing, and macro-level economics, with a willingness to learn and grow in these areas.
  • Good judgment and discretion working with highly confidential information.
  • Series 7 and Series 63 designations, or willingness to obtain licenses within 120 days in the role.
  • Authorization to work permanently in the U.S.

Preferred Qualifications, Capabilities and Skills

  • Experience in business strategy, project management, or stakeholder engagement is a plus.
  • Background in financial accounting, financial analysis, or mathematics is helpful but not required.
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

About the TeamJ.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.​
HQ

JPMorganChase New York, New York, USA Office

270 Park Avenue, New York, NY, United States, 10017-2014

JPMorganChase New York, New York, USA Office

4 Metrotech Center, New York, NY, United States, 11201

Similar Jobs

2 Minutes Ago
In-Office or Remote
New York, NY, USA
172K-270K Annually
Senior level
172K-270K Annually
Senior level
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Leads and develops a team of Solutions Engineers supporting mid-market accounts. Partners with sales, product, value management, and advisory teams on complex, multi-product deals; oversees technical discovery, solution design, demonstrations, proofs of value, executive presentations, forecasting, account planning, and coverage models. Uses performance data to improve team productivity and standardizes presales practices. Contributes to global strategy, scalable playbooks, customer-outcome narratives, and cross-functional initiatives while serving as an executive-ready technical leader.
Top Skills: AgileAICloud ArchitecturesCRMDevOpsEnterprise Work ManagementEsmGuardIntegrationsItsmRovoSaaS
52 Minutes Ago
Remote or Hybrid
United States
125K-164K Annually
Senior level
125K-164K Annually
Senior level
Big Data • Fintech • Information Technology • Insurance • Financial Services
Manage delivery of a portfolio of AI and data science projects from planning through implementation. Coordinate technical and non-technical teams, dependencies, requirements, budgets, timelines, and stakeholder expectations. Lead Agile ceremonies, drive accountability, translate AI capabilities into actionable requirements, and proactively identify and mitigate risks across complex, concurrent initiatives.
Top Skills: Agentic AiAgileArtificial IntelligenceConfluenceData ScienceGenerative AiJIRAMachine Learning
Senior level
Financial Services
Oversee daily evaluated pricing for securitized products across market closes, including market data analysis, valuation, quality control, and client communication. Build and maintain cashflow models, analyze complex deal structures and collateral performance, explain valuation drivers, enhance methodologies and controls, and lead initiatives. Act as a senior escalation point for clients, trading desks, research teams, and technology partners.
Top Skills: ExcelPythonSQLVBA

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account