2027 Asset Management Client Summer Analyst Program jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 2 weeks ago

2027 Asset Management Client Summer Analyst Program

positionNew York, NY, United States
timeFull-time
remoteOnsite
seniorityNew Grad
money$100K/yr - $100K/yr

Chase is a leading financial services firm, and they are seeking Summer Analysts for their 2027 Asset Management Client Program. This role involves collaborating with senior business leaders and various teams to develop strategies that support clients' needs in the asset management domain.

BankingFinancial Services
badNo H1Bnote

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

Chase

twittertwittertwitter
Glassdoor3.9
company-logo
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin

Recent News

AfroTech
What's Happening With Apple's Credit Card?
2026-01-11
Financial IT
Chase to Become New Issuer of Apple Card
2026-01-09
Mac Observer
Apple Confirms Chase Will Take Over Apple Card in 24 Months
2026-01-09
Company data provided by crunchbase