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Chase · 3 hours ago

Asset Management - Client Analyst - Program Analyst

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

New Grad, Entry Level

$100K/yr - $100K/yr

Chase is a leading financial institution offering innovative financial solutions. As a Program Analyst within their Client Service and Business Platform, you will gain foundational knowledge of the client onboarding process and collaborate with senior business leaders to develop strategies that cater to clients' needs.

BankingFinancial Services

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 identifying investment capabilities across traditional and alternative strategies to meet our clients' investment objectives

Qualification

Quantitative skillsFinancial markets knowledgeSIESeries 7Series 63Communication skillsOrganizational skillsMultitaskingEnergyJudgmentPresentation skillsInitiative