JPMorganChase · 19 hours ago
AWM, Portfolio Insights Analyst
Columbus, OH
Full-time
Onsite
Mid Level
$110K/yr - $130K/yr
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. They are seeking an associate-level analyst to assist in servicing clients and support the growth of the Portfolio Insights program, which involves analytics and communication of market views.
Asset ManagementBankingFinancial Services
Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels
Manage offshore channel analytics, escalating to specialists for client calls as needed
Support program expansion into Canada by handling increased volume of full-service analytics
Collate data from multiple sources and perform data manipulation for program-related content
Assist team members with updating and producing timely intellectual capital content
Distribute and discuss data-driven content across the organization, supporting program growth
Respond to data requests and collaboration opportunities from other teams in a timely manner
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists
Qualification
Required
Construct analytics to ensure quick turnaround times for full-service requests across major channels
Manage offshore channel analytics, escalating to specialists for client calls as needed
Support program expansion into Canada by handling increased volume of full-service analytics
Collate data from multiple sources and perform data manipulation for program-related content
Assist team members with updating and producing timely intellectual capital content
Distribute and discuss data-driven content across the organization, supporting program growth
Respond to data requests and collaboration opportunities from other teams in a timely manner
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists
3+ years' work experience, ideally involving client interaction
Demonstrated record of academic and professional achievement
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative
Strong communication skills (written and oral)
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes
Ability to interact with colleagues at all levels
Ability to create & articulate compelling, thoughtful and creative presentation materials
Accuracy and attention to detail is essential with strong analytical acumen
Strong technical skills, including a proficiency in PowerPoint, Excel and Word
High intellectual aptitude
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-08
Crunchbase News
2026-01-08
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Company data provided by crunchbase