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Chase · 15 hours ago

Private Bank, Endowments & Foundations Portfolio Management Team , Analyst/Associate

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

Full-time

Onsite

Entry, Mid Level

$100K/yr - $110K/yr

Chase is a leading financial institution, and they are seeking an Analyst or Associate for their Private Bank's Endowments and Foundations Portfolio Management Team. The role involves managing global, multi-asset portfolios for clients such as endowments and foundations, performing investment research, and collaborating with internal partners to facilitate investment decisions.

BankingFinancial Services

Responsibilities

Play a central role in trade planning, pre-trade and post-trade analysis, and performance analysis

Create and maintain tools used in the portfolio management process

Assist with investment research, working with the CIO and other PMs on the team

Perform analysis of investment vehicles, portfolios, peer universes, and potential investments

Produce materials that summarize positioning, outlook, and investment rationale

Collaborate with global internal partners including client advisors, trade execution specialists, and 3rd party manager due diligence

Qualification

CFA charter holderExcelPythonBloombergFactSetAnalytical skillsCommunication skillsMarkets knowledgeAttention to detailOrganizational skillsCollaborative environment

Required

Bachelor's degree; advanced degree and/or CFA charter holder a plus

Fluency with data systems such as Excel, Python, Bloomberg, and FactSet

Outstanding attention to detail, sense of urgency, and ability to work under time pressure

Can-do attitude, strong organizational skills, ability to interact with peers and more senior people on this team and other internal partners

Markets knowledge and passion to learn more

Ability to thrive in a collaborative environment on a global team

Strong analytical and communication skills

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

Glassdoor3.9

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.chase.com/

Funding

Current Stage

Late Stage

Leadership Team

Mike McDonnell

Managing Director, Head of Chase Travel Platform Product

Nicole Sanchez

Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products

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