Senior Investment Associate: Portfolio & Client Solutions

JPMorganChase

Town of Florida (NY)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching and more

Job summary

JPMorgan Chase & Co. is seeking an Investment Associate in New York to support JP Morgan Advisors. You will advise on portfolio construction, asset allocation, and security selection while conducting regular client portfolio reviews.

The role involves delivering investment solutions for high-net-worth clients, identifying new business opportunities, and supporting a wide range of wealth management products and services. Collaboration with Financial Advisors is essential.

Qualifications

Requires 8+ years in Financial Services or equivalent experience.
Bachelor's degree or equivalent.
Series 7 & 66 licenses on hire or within 180 days.

Responsibilities

Advise on portfolio construction including asset allocation and security selection.
Perform client portfolio reviews.
Market and implement complex investment solutions for High-Net-Worth clients.
Identify and develop new business from existing clients.
Support a range of JP Morgan Wealth Management products and services.
Develop marketing materials and presentations for Financial Advisors.
Handle ad hoc service requests for team/clients.