Wealth Solutions Analyst—Multi-Asset Strategy & Projects

J.P. Morgan; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in New York seeks a Managed Solutions Specialist to help develop and implement investment strategies for private bank clients.

You’ll work with Portfolio Managers, Strategists, and Due Diligence professionals to align products with client needs and corporate priorities. You’ll collaborate across regions and channels, manage cross-functional initiatives, and communicate strategic priorities through presentations and field communications.

Qualifications

• Excellent communication, presentation, and stakeholder management skills.
• Strong business acumen and strategic thinking, with a demonstrated interest in business management and driving organizational priorities.
• High standards of service, including strong initiative, energy, and confidence.
• Genuine interest in financial markets, investing, and macro-level economics, with a willingness to learn and grow in these areas.
• Authorization to work permanently in the U.S.

Responsibilities

• You’ll gain knowledge and insight into the strategies and products that our advisors implement.
• You'll:
• 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.
• Prepare and deliver presentations, reports, and communications to support strategic initiatives, stakeholder engagement, and business management activities.
• Coordinate and track progress on strategic projects, ensuring timely execution of deliverables and continuous improvement.

Skills

Communication skills

Stakeholder management

Strategic thinking

Business acumen

Financial markets interest

Education

Bachelor's degree in Finance or Economics

Job description

JPMorgan Chase & Co. in New York seeks a Managed Solutions Specialist to help develop and implement investment strategies for private bank clients.

You’ll work with Portfolio Managers, Strategists, and Due Diligence professionals to align products with client needs and corporate priorities. You’ll collaborate across regions and channels, manage cross-functional initiatives, and communicate strategic priorities through presentations and field communications.