2027 Asset Management Client Summer Analyst Program

JPMorganChase; New York (NY); On-site; USD 60,000 - 75,000; Full time

Job summary

JPMorgan Chase in New York invites applications for the Summer Analyst in the 2027 Asset Management Client Program. You will gain training and rotate through Asset Management Client Teams, including Institutional Sales, Marketing, and Funds Management, while partnering with senior leaders to support client needs.

This rotational program emphasizes learning, mentorship, and exposure to investment solutions across asset classes for institutions and intermediaries, with a path to contribute from

Qualifications

• Pursuing a Bachelor's or Master's degree (No MBA).
• Attending a college/university in the U.S.
• Expected graduation date of December 2027– June 2028.
• Excellent communication and presentation skills.
• Strong quantitative skills and a passion for investing.
• Exceptional organizational skills and multitasking ability.
• Strong initiative, energy, and confidence.
• Good judgment and discretion with confidential information.

Responsibilities

• Assist with client sales and retention while gaining exposure to asset classes.
• Work with financial advisors to provide analysis and market research.
• Develop relationships with institutional clients and funds.
• Learn asset allocation strategies to meet client objectives.

Skills

Excellent communication

Presentation skills

Strong quantitative skills

Organizational skills

Initiative and energy

Confidential information handling

Education

Bachelor's or Master's candidate (no MBA)

U.S. college/university enrollment

Expected graduation Dec 2027–Jun 2028

Job description

Job Description

Our program kicks off in New York, where we give you the technical and practical knowledge so you can make an impact from the start. As a Summer Analyst in the 2027 Asset Management Client Program, you will work in partnership with our senior business leaders to develop strategies that support our clients' needs. This role involves collaborating with teams that manage and distribute investment solutions across asset classes for institutions and financial intermediaries.

We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll receive training, mentoring, access to senior leaders, and projects that engage all your skills. You'll first learn about our business and then be placed with a team in sales support, marketing, business management, strategy or training.

This is a rotational program and you may rotate through the following roles:

Asset Management Client Teams

• Institutional Sales: Caters to the largest, most sophisticated relationships in the industry, including top pension plans around the globe, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors.
• Marketing: Collaborate with our professionals to construct and implement marketing tactics, create and deliver content, research and analyze products, and execute business development strategies.
• Funds Management: Responsible for the distribution of J.P. Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and registered investment advisors. These investment capabilities include U.S. and non-U.S. mutual funds, separate accounts and alternative investments.

Job Responsibilities

• Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm.
• Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research, and assist in strategic planning to help clients meet their investment objectives.
• Develop relationships with clients, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.
• Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to meet our clients' investment objectives.

Required Qualifications, Capabilities, And Skills

• Pursuing a Bachelor's or Master's degree (No MBA).
• Attending a college/university in the U.S.
• Expected graduation date of December 2027– June 2028.
• Excellent communication and presentation skills.
• Strong quantitative skills and a passion for investing.
• Exceptional organizational skills and multitasking ability.
• Strong initiative, energy, and confidence.
• Good judgment and discretion with confidential information.

Preferred Qualifications, Capabilities, And Skills

• Background in financial accounting, financial analysis, or mathematics is a plus.
• Genuine interest in financial markets, investing, and macro-level economics.

Work Authorization

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

Location

New York City

Join us

At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

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