Chase · 8 hours ago
Wealth Management, Managed Solutions Analyst
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
New Grad, Entry Level
$100K/yr - $110K/yrChase is a leading financial institution offering innovative financial solutions. They are seeking a Managed Solutions Analyst to help develop investment strategies and collaborate with experts to support clients' needs in asset allocation and portfolio management.
BankingFinancial Services
No H1B
Responsibilities
Work under the guidance of mentors and a supportive team to help you learn and grow
Come up with innovate 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
You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our client's needs
The role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists
Qualification
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 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
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase