Wealth Management, Managed Solutions Analyst

Are you curious about asset allocation, portfolio management and investment strategies? Were looking for energetic, creative talent to join our team of experts to develop innovative investment strategies for our clients.

The Investment Solutions business (a) develops strategic market views; (b) analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; (c) markets investment ideas to advisors and clients; (d) executes trades.

Youll collaborate with Portfolio Managers, Strategists and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views and identify timely investment opportunities for private bank clients.

Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. Youll have what you need to succeed – from training and mentorship from senior leaders to projects that engage your skills.

Our Team

The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds [JPM and 3rd party where offered]) in a coordinated way. With a product-agnostic lens, we will partner with each region and channel (in PB and U.S. Wealth Management) in understanding their respective priorities in order to drive and retain assets across all managed strategies.

Job Responsibilities:

You’ll gain knowledge and insight into the strategies and products that our advisors implement. Youll:

• Work under the guidance of mentors and a supportive team to help you learn and grow
  
• Come up with innovate ideas to help our business
• Take on assignments that directly impact our clients, helping them achieve their business goals
• Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
• Sharpen your technical skills, and finance and accounting principles

Youll be a member of the Managed Solutions Specialist team, where youll work with senior members to identify and deliver an array of solutions, across asset classes, to support our clients needs. The role will allow you to a build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Required Qualifications, Capabilities and Skills

If youre highly-motivated and enjoy working in teams to develop and execute solutions, this is the role for you.

Key skills include:

• Series 7 and Series 63 designations, if not, licenses required within 120 days in the role

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Get Hired
• Excellent communication and presentation skills
• Strong quantitative skills and a passion for investing
• Exceptional organizational skills and ability to multitask
• High standards of service, including strong initiative, energy and confidence
• Genuine interest in financial markets, investing and macro-level economics
• Good judgment and discretion working with highly confidential information
• Authorization to work permanently in the U.S.

Preferred Qualifications, Capabilities and Skills

• Background in financial accounting, financial analysis or mathematics a plus