Portfolio Construction Strategy Analyst – Wealth Management

Aumni; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an energetic Analyst to join the Portfolio Construction Strategy team in New York. You will support the front-office OPC function, shaping how advisors across the U.S.

Private Bank and U.S. Wealth Management build, review, and refine client portfolios with a focus on after-tax outcomes. You will work alongside senior strategists and partner across Global Investment Strategy, Investments Research, and regional leadership, gaining broad cross-asset exposure while

Qualifications

• 1–2 years of experience in wealth management, asset management, or investment strategy.
• Foundational understanding of taxes and how they influence portfolio decisions.
• Excellent written and verbal communication, able to translate complex concepts for advisors and leaders.
• Strong analytical and quantitative skills with comfort using portfolio and performance data.

Responsibilities

• Support development and rollout of the Portfolio Construction content and guidance.
• Collaborate on strategic initiatives like asset allocation frameworks and portfolio templates.
• Embed methodologies into AI-powered advisor tools (ConnectWealth, Portfolio Builder).
• Assist with large client and prospect portfolios to deliver optimized solutions.
• Prepare materials for advisor forums and training sessions.
• Track progress across teams and coordinate with stakeholders to stay on plan.

Skills

Wealth management knowledge

Portfolio construction

Financial markets understanding

Analytical skills

AI tools proficiency

Communication skills

Education

Bachelor's degree in finance/economics/math

CFA designation strong plus

Tools

Excel

Python

Portfolio analytics software

Job description

JPMorgan Chase & Co. is seeking an energetic Analyst to join the Portfolio Construction Strategy team in New York. You will support the front-office OPC function, shaping how advisors across the U.S.

Private Bank and U.S. Wealth Management build, review, and refine client portfolios with a focus on after-tax outcomes. You will work alongside senior strategists and partner across Global Investment Strategy, Investments Research, and regional leadership, gaining broad cross-asset exposure while