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JPMorganChase · 3 days ago

Wealth Management, Equity Portfolio Specialist, Associate

New York, NY

Full-time

Onsite

New Grad, Entry Level

$135K/yr - $150K/yr

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. They are seeking an Equity Portfolio Specialist Associate to collaborate with Portfolio Managers and strategists, providing insights and support for discretionary equity portfolios for Private Bank clients.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

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 7Quantitative skillsFinancial accounting backgroundTableauPythonInterest in financial marketsJudgmentCommunicationPresentation 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

JPMorganChase

Glassdoor4.0

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.

Founded in 2000