Wealth Management Portfolio Strategy Analyst

JPMorganChase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase is seeking an Analyst to join the Portfolio Construction Strategy team, the front-office arm of the Office of Portfolio Construction (OPC). You will help shape how advisors across the U.S. Private Bank and U.S.

Wealth Management build, review, and refine client portfolios. You will work with senior strategists and partner with Investment Strategy, Investments Research, Managed Investments, and regional leaders to translate frameworks into scalable product features and advisor

Qualifications

• 1–2 years of experience in wealth management, asset management, investment strategy, portfolio management, or another financial markets–related role.
• Foundational understanding of taxes and how they influence portfolio decisions, with interest in deepening tax-aware investing expertise.
• Excellent written and verbal communication skills, with the ability to translate complex portfolio and market concepts for advisors, senior leaders, and clients.
• Strong analytical and quantitative skills, with high proficiency in AI tools and comfort working with portfolio and performance data.
• Background in finance, economics, mathematics, statistics, or financial accounting.
• Exceptional organizational skills and the ability to manage multiple priorities, workstreams, and stakeholders simultaneously with limited supervision.
• Experience with portfolio analytics and data analysis tools (Excel, Python, or similar).
• Exposure to multi-asset investing and awareness of key industry debates in portfolio construction.
• Experience in business management, project management, or stakeholder engagement in a client-facing context.
• FINRA Series 7 and Series 63 designations, or willingness to obtain within 120 days of joining.
• CFA designation or CFA candidacy is a strong plus.

Responsibilities

• Support development and rollout of flagship Portfolio Construction content (Philosophy, Themes decks, Implementation Guide, sizing primers, 1-pagers, checklists) ensuring accuracy and consistency.
• Partner on strategic initiatives such as Expanded/Custom Strategic Asset Allocation and Portfolio Templates.
• Help embed OPC methodologies into AI-powered advisor tools (ConnectWealth, Portfolio Builder, Co-Pilot, Connect Coach).
• Work on large client and prospect scenarios, analyzing portfolios and delivering solutions.
• Prepare materials for advisor forums and leadership meetings (slides, talking points, follow-up communications).
• Track progress across USPB and USWM; coordinate with Global Investment Strategy and regional leadership to keep workstreams on plan.
• Build a deep understanding of capital markets, asset allocation, tax-aware investing, and multi-asset portfolio construction.
• Develop a clear track to a Portfolio Construction Strategist role with cross-asset expertise.

Skills

Analytical skills

Written and verbal communication

Finance knowledge

AI tools proficiency

Portfolio analytics

Project management

Stakeholder engagement

Licensing/Regulatory understanding

Education

Bachelor's degree in Finance or related field

CFA designation or candidacy (preferred)

Tools

Excel

Python

Portfolio analytics tools

Job description

JPMorganChase is seeking an Analyst to join the Portfolio Construction Strategy team, the front-office arm of the Office of Portfolio Construction (OPC). You will help shape how advisors across the U.S. Private Bank and U.S.

Wealth Management build, review, and refine client portfolios. You will work with senior strategists and partner with Investment Strategy, Investments Research, Managed Investments, and regional leaders to translate frameworks into scalable product features and advisor