Wealth Management: Portfolio Construction Strategy Analyst

JP Morgan Chase; City of Rochester (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase is seeking an Analyst for the Portfolio Construction Strategy team in New York, supporting frontline advisors across Private Bank and US Wealth Management. You will help shape portfolio construction philosophies, collaborate with strategy groups, and drive adoption of scalable solutions.

The role offers exposure to multi-asset investing, tax-aware investing, and a clear path to a senior strategist track, with opportunities to work across public and private markets and leverage

Qualifications

• Strong foundation in finance, economics, or mathematics with interest in asset allocation and macroeconomics.
• Ability to translate complex portfolio concepts into clear client-facing messages.
• Willingness to obtain required licenses (Series 7/63) within 120 days of joining.

Responsibilities

• Assist in developing and rolling out Portfolio Construction content and guidance materials.
• Support strategic initiatives like Advanced Asset Allocation frameworks and advisor rollout.
• Embed portfolio construction methodologies into AI-powered advisor tools and platforms.
• Analyze client portfolios and propose solutions to optimize tax efficiency and diversification.
• Prepare materials for advisor forums and leadership updates.
• Coordinate with Global Investment Strategy, Investments Research, and regional leadership.

Skills

Analytical skills

Communication skills

Portfolio construction

AI tools experience

Python/Excel

Stakeholder management

Education

Finance/Economics degree

FINRA Series 7

Series 63

Tools

Excel

Python

Portfolio analytics tools

Job description

JPMorgan Chase is seeking an Analyst for the Portfolio Construction Strategy team in New York, supporting frontline advisors across Private Bank and US Wealth Management. You will help shape portfolio construction philosophies, collaborate with strategy groups, and drive adoption of scalable solutions.

The role offers exposure to multi-asset investing, tax-aware investing, and a clear path to a senior strategist track, with opportunities to work across public and private markets and leverage