Wealth Management, Portfolio Manager Strategy Review & Solutions Team, Associate

Job Description:

The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions. The Investment & Research team is responsible for proactively enhancing our investment process by coordinating investment research to gain greater efficiency, while fostering an integrated governance environment. Within IRT, the PM Strategy Review & Solutions (PMSRS) team is responsible for qualifying, reviewing, advising, and sharing best practices with J.P. Morgan Advisors (JPMA) Financial Advisors (FAs) and their discretionary strategies within the J.P. Morgan Wealth Management Portfolio Manager (PM) Program. The PM Program is a fee-based, discretionary investment advisory program in which clients have the opportunity to work closely with an FA who can assess their individual needs, time horizon and risk tolerance.

We are seeking a talented, energetic, and highly motivated individual to join the PMSRS team. You will work closely with our growing list of discretionary portfolio managers and stakeholders in performing evaluations of new advisor applications, strategy submissions, and ongoing reviews of discretionary investment strategies within the program.

Responsibilities

• Conduct thorough evaluations on financial advisors participating in the PM Program
  • Work with financial advisors to understand their investment strategies
  • Schedule and lead review meetings, with a detailed focus on investment process, dispersion analysis, performance, etc.
  • Gather research information on strategies using various analytical tools
  • Prepare and distribute materials for initial and ongoing reviews
  • Maintain follow-up items, draft minutes, and update calendar of reviews
• Qualify FAs for participation in the PM Program
• Prepare and present materials for PM PGC Committee which is responsible for reviewing discretionary strategies with key stakeholders, as well as addressing follow-up questions in a timely manner
• Liaise with Financial Advisors, field management, and internal home office teams in the support and education of the PM Program
• Create and distribute various monthly BAU reports
• Conduct UAT testing as required for various projects
• Become a subject matter expert regarding the PM Program

Qualifications

• Experience in a role involving oversight and/or due diligence preferred
• Understanding of various investment strategies and portfolio construction including equities, fixed income, ETFs, mutual funds, and options
• Strong organizational skills with an ability to multi-task and prioritize, while maintaining attention to detail
• Strong initiative, energy, and confidence completing assignments with limited supervision
• Polished written/verbal communication skills
• Excellent team player, ability to deal with business partners at all levels
• High proficiency in Microsoft Office (e.g., Word, Excel, PowerPoint); ability to demonstrate capabilities
• Previous experience using portfolio analytic tools such as Blackrock Aladdin Wealth, Morningstar Direct and/or Bloomberg is a plus
• Series 7 & 66, or willingness to obtain within reasonable time of hire

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

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

Base Pay/Salary
New York,NY $90,000.00 - $160,000.00 / year