2027 Asset Management Client Summer Analyst Program jobs in United States
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JPMorganChase · 2 hours ago

2027 Asset Management Client Summer Analyst Program

JPMorganChase is a leading global financial services firm, and they are seeking Summer Analysts for their 2027 Asset Management Client Program. This role involves collaborating with teams to develop strategies that support client needs and includes training, mentoring, and exposure to various asset management functions.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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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 identify investment capabilities across traditional and alternative strategies to meet our clients' investment objectives

Qualification

Quantitative skillsCommunication skillsPresentation skillsFinancial analysisOrganizational skillsMultitasking abilityEnergyConfidenceJudgmentDiscretionInterest in financial marketsInterest in macroeconomicsInitiative

Required

Pursuing a Bachelor's or Master's degree (No MBA)
Attending a college/university in the U.S
Expected graduation date of December 2027– June 2028
Excellent communication and presentation skills
Strong quantitative skills and a passion for investing
Exceptional organizational skills and multitasking ability
Strong initiative, energy, and confidence
Good judgment and discretion with confidential information
To be eligible for this program, you must be authorized to work in the U.S

Preferred

Background in financial accounting, financial analysis, or mathematics is a plus
Genuine interest in financial markets, investing, and macro-level economics

Company

JPMorganChase

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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.

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase