Portfolio Construction Strategy Analyst – Wealth Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorganChase is seeking an Analyst to join the Portfolio Construction Strategy team within the Office of Portfolio Construction (OPC). You will help shape how advisors across the U.S. Private Bank and U.S.

Wealth Management build and refine client portfolios, with a focus on strategic asset allocation, after‑tax outcomes, and scalable advisor tooling. You will work with senior strategists and partner with Global Investment Strategy, Investments Research, and regional leaders, gaining broad

Qualifications

• 1–2 years of experience in wealth management, asset management, investment strategy, or related field.
• Strong interest in financial markets, asset allocation, and macro-economics; willingness to learn.
• Foundational understanding of taxes and how they influence portfolio decisions.

Responsibilities

• Support development and rollout of Portfolio Construction content and guidance.
• Collaborate on strategic initiatives like asset allocation frameworks and templates.
• Embed OPC methodologies into AI-powered advisor tools (ConnectWealth, Portfolio Builder, Co-Pilot).
• Analyze client portfolios and assist advisors with solutions to win and retain assets.
• Prepare materials for advisor forums and leadership discussions.

Skills

Wealth management

Portfolio construction

Analytics

AI tools

Financial markets

Communication

Cross-functional collaboration

Education

Finance/Economics/Math degree

Tools

Excel

Python

Job description

JPMorganChase is seeking an Analyst to join the Portfolio Construction Strategy team within the Office of Portfolio Construction (OPC). You will help shape how advisors across the U.S. Private Bank and U.S.

Wealth Management build and refine client portfolios, with a focus on strategic asset allocation, after‑tax outcomes, and scalable advisor tooling. You will work with senior strategists and partner with Global Investment Strategy, Investments Research, and regional leaders, gaining broad