Asset Management, Multi-Asset Solutions, Models Investment Specialist, Associate

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking an Investment Specialist in the Asset Management MAS team to support the US Advisory Models business with client-facing, analytical, and reporting work. You will engage in capital markets, asset allocation, and content creation in a fast-paced environment, requiring clear communication and attention to detail.

Responsibilities include presenting market insights, supporting client reporting, and collaborating on strategic initiatives and projects while coordinating with

Qualifications

• Knowledge of investment design and portfolio construction.
• Strong market acumen with ability to analyze macro trends and asset allocation.
• Ability to manage multiple tasks in a fast-paced environment.
• Excellent communication with internal and external partners.
• Series 7, Series 63, SIE licenses required.

Responsibilities

• Present market and investment insights and articulate model portfolio views to clients and partners.
• Cover investment specialist team duties including client reporting and inquiries.
• Support MAS retail business with a focus on Model Portfolios and client relationships.
• Create strategy presentations and detailed portfolio analyses for client reviews.
• Coordinate with Sales, RFP teams and other groups on client requirements.

Skills

Investment design

Portfolio construction

Market acumen

Relationship building

Communication

Analytical skills

Time management

Education

Series 7

Series 63

SIE

Tools

Microsoft Excel

PowerPoint

SQL

Python

Job description

Job summary:

As an Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client-facing, analytical, and reporting work. You will have the opportunity to engage in capital markets, asset allocation, and content creation in a fast paced environment. Your clear communication skills and attention to detail will be critical in this role.

Job responsibilities:

• Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars.
• Coverage for the investment specialist team, including meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
• Support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios.
• Represent the team in strategic initiatives and projects.
• Respond to ad-hoc data requests and reporting needs efficiently and independently.
• Coordinate with Sales, Global Strategic Relationships and RFP teams to address client requirements using product expertise.
• Represent the Investment Solutions team and collaborate with other teams on various ad-hoc projects.
• Ensure consistent delivery of accurate and detailed information to clients and internal teams.
• Create high-quality written content on products and markets for client communications.
• Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
• Prepare strategy presentations with detailed portfolio analysis, positioning, analytics, and performance results. This may include preparing customized client presentations for review meetings and managing client deliverables and representing the team for key models clients.
• Analyze portfolio data to support strategic decision-making.
• Communicate key selling points of products and market trends to stakeholders.
• Support the development and execution of organizational objectives.
• Training internal sales force – collaborate with sales teams to train and equip advisors with relevant market talking points, product knowledge, and implementation strategies .

Required qualifications, capabilities and skills:

• A working knowledge of investment design and portfolio construction.
• Strong market acumen
• The environment is fast-paced and demanding.
• Relationship building skills, flexibility, and teamwork across various teams within and outside the product group is required.
• 3+ years of experience in the financial industry
• Organizational skills and the ability to handle multiple simultaneous tasks are crucial elements to succeed in this role
• Ability to deliver results in a timely and accurate manner, frequently under tight deadline
• Intellectual curiosity - questioning the status quo
• Series 7, Series 63, SIE required

Preferred qualifications, capabilities and skills:

• Interest in pursuing CFA is desirable; possible sponsorship after one year
• Prior experience in finance or related fields
• Coding experience a plus

About the company

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Full timePosting Date: 2026-06-09