Wealth Management Analyst
Join our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate about financial planning and eager to make a meaningful impact, we want to hear from you!
As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to master sophisticated financial concepts and tools, while providing ongoing support to advisor teams in complex client situations.
Job Responsibilities:
- Master J.P. Morgan's wealth planning tools and concepts, including goals-based planning, multi asset allocation, cash flows, tax considerations, and currency references.
- Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based planning conversations.
- Create tailored analyses for unique and complex client situations, ensuring that each client's specific needs and goals are addressed with precision and creativity.
- Manage and update PowerPoint templates for tools, client situations, and case studies, ensuring that advisor teams have access to the most relevant and effective resources.
- Support the upkeep of goals-based planning tools and associated materials.
Required Qualifications, Capabilities, and Skills:
- Bachelor's degree from a top university, in a quantitative discipline such as finance, economics, statistics, mathematics, or a related field.
- Foundational understanding of different asset classes (equities, fixed income, and alternatives) and portfolio construction process.
- Foundational understanding of Portfolio Analytics (Risk/Return parameters).
- Effective communication skills.
- Excellent computer skills, including Excel and PowerPoint.
- 2+ years of experience in the financial services industry.
Preferred Qualifications, Capabilities, and Skills:
- Progress toward the CFA or CFP® designation is a plus.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion