Wealth Management, Equity Portfolio Specialist, Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 8 hours ago

Wealth Management, Equity Portfolio Specialist, Associate

position270 Park Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$135K/yr - $150K/yr

Chase is a leading financial institution offering innovative financial solutions, and they are seeking an Equity Portfolio Specialist, Associate to join their team. The role involves collaborating with Portfolio Managers and Strategists to deliver insights on discretionary equity portfolios for Private Bank clients, while also developing an understanding of equity strategies and investment opportunities.

BankingFinancial Services
badNo H1Bnote

Responsibilities

Work under the guidance of mentors and a supportive team to help you learn and grow
Come up with innovative ideas to help our business
Take on assignments that directly impact our clients, helping them achieve their business goals
Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
Sharpen your technical skills, and finance and accounting principles
Speaking regularly with Portfolio Managers to gain insight into portfolio positioning, investment theses and decision-making
Presenting effectively the portfolio’s thinking and clearly articulating differences across strategies (style, factor, sector, geography, concentration, risk)
Sharing unique insights and statistics on portfolios, including performance drivers and attribution, factor and style exposures, risk and drawdown metrics, contributors/detractors, valuation and quality indicators, turnover and concentration
Preparing advisor- and client-facing materials that translate complex stock stories into clear, actionable narratives
Monitoring earnings and catalysts that impact underlying holdings and portfolio profiles
Partnering with Due Diligence and governance teams on ongoing coverage of managers and strategies

Qualification

Series 7 licenseSeries 63 licenseQuantitative skillsFinancial accountingFinancial analysisPythonTableauInterest in financial marketsJudgmentCommunication skillsOrganizational skills

Required

Series 7 and Series 63 designations; if not, licenses required within 120 days in the role
Excellent communication and presentation skills
Strong quantitative skills and a passion for equity investing
Exceptional organizational skills and ability to multitask
High standards of service, including strong initiative, energy and confidence
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
Authorization to work permanently in the U.S

Preferred

Background in financial accounting, financial analysis or mathematics a plus
Experience with tableau, python, or other data platforms a plus

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

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