Portfolio Strategy Analyst — AI-Driven Wealth Management

J.P. Morgan; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

On-site health centers

Job summary

J.P. Morgan is seeking an energetic Analyst to join the Portfolio Construction Strategy team in New York. You’ll support the front-office arm of OPC to help advisors across the U.S.

Private Bank and U.S. Wealth Management build, review, and refine client portfolios with an after-tax lens. You’ll work with senior strategists and cross-functional teams, growing into a Portfolio Construction Strategist with cross-asset expertise, including equities, fixed income, private markets, and alternatives.

Qualifications

• 1–2 years of experience in wealth management, asset management, or investment strategy.
• Genuine interest in financial markets and macroeconomics.
• Foundational understanding of taxes and tax-aware investing.

Responsibilities

• Support the development and rollout of the Portfolio Construction content, ensuring accuracy and consistency.
• Collaborate on strategic initiatives such as asset allocation frameworks and advisor tools.
• Embed methodologies into AI-powered advisor tools (ConnectWealth, Portfolio Builder).
• Work on client scenarios, helping advisors analyze portfolios and deliver solutions.
• Prepare materials for advisor forums and leadership meetings.

Skills

Wealth management

Portfolio construction

Analytical skills

Communication

Python / data tools

Education

Bachelor's degree in finance or related

Tools

Excel

Python

Job description

J.P. Morgan is seeking an energetic Analyst to join the Portfolio Construction Strategy team in New York. You’ll support the front-office arm of OPC to help advisors across the U.S.

Private Bank and U.S. Wealth Management build, review, and refine client portfolios with an after-tax lens. You’ll work with senior strategists and cross-functional teams, growing into a Portfolio Construction Strategist with cross-asset expertise, including equities, fixed income, private markets, and alternatives.