JPMorganChase · 1 day ago
Private Bank, Endowments & Foundations Portfolio Management Team , Analyst/Associate
New York, NY
Full-time
Onsite
Entry, Mid Level
$100K/yr - $110K/yrJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to various clients. The role involves supporting the Endowments and Foundations Portfolio Management team in managing multi-asset portfolios and conducting investment research.
Asset ManagementBankingFinancial 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
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
JPMorganChase
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
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-23
2026-01-22
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