Strategic Wealth Solutions Analyst

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 70,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. is seeking energetic individuals to join the Managed Solutions Specialist Team in the U.S. based on Rochester, NY.

The role involves gaining knowledge of investment strategies and products, collaborating with Portfolio Managers and Due Diligence professionals to understand managed solutions for clients worldwide, and supporting senior team members to deliver cross-asset solutions. You will contribute to strategic initiatives, learn finance and accounting foundations, and

Qualifications

• Excellent communication, presentation, and stakeholder management skills.
• Organizational skills and ability to manage multiple priorities.

Responsibilities

• Work under the guidance of mentors and a supportive team to help you learn and grow.
• Develop and execute business strategies that align with organizational priorities, collaborating with stakeholders across regions and channels.
• Organize and lead cross-functional initiatives, ensuring effective communication and alignment among stakeholders to drive business outcomes.
• Create and manage field communications, ensuring that key messages and strategic priorities are clearly conveyed to relevant audiences.
• Take on assignments that directly impact our clients, helping them achieve their business goals.

Job description

JPMorgan Chase & Co. is seeking energetic individuals to join the Managed Solutions Specialist Team in the U.S. based on Rochester, NY.

The role involves gaining knowledge of investment strategies and products, collaborating with Portfolio Managers and Due Diligence professionals to understand managed solutions for clients worldwide, and supporting senior team members to deliver cross-asset solutions. You will contribute to strategic initiatives, learn finance and accounting foundations, and