Strategic Wealth Solutions Analyst

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a proactive Investment Solutions specialist to support asset allocation, portfolio management, and investment strategies across managed solutions.

You will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to drive client outcomes and business priorities. You’ll work in a cross-functional team to develop strategic views, coordinate initiatives, and communicate key messages to advisors and clients, while building foundational finance

Qualifications

• Excellent communication, presentation, and stakeholder management abilities.

Responsibilities

• Work under mentors and a supportive team to learn and grow.
• Develop and execute business strategies aligning with organizational priorities, collaborating 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 key messages and priorities are conveyed to relevant audiences.
• Tackle assignments that directly impact clients and help them achieve business goals.
• Prepare and deliver presentations, reports, and communications to support strategic initiatives and stakeholder engagement.
• Coordinate and track progress on strategic projects with timely execution and continuous improvement.
• Network with industry leaders and access best-in-class training to understand how our businesses work together to serve clients.

Skills

Communication skills

Organizational skills

Strategic thinking

Stakeholder management

Interest in financial markets

Discretion

Job description

JPMorgan Chase & Co. is seeking a proactive Investment Solutions specialist to support asset allocation, portfolio management, and investment strategies across managed solutions.

You will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to drive client outcomes and business priorities. You’ll work in a cross-functional team to develop strategic views, coordinate initiatives, and communicate key messages to advisors and clients, while building foundational finance