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AWM, Portfolio Insights Analyst

051082-HOUSTON NORTH-2 · Columbus, United States Of America · Onsite

  • Professional
  • Office in Columbus
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The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection.  On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.

The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.  

  

Specific Responsibilities

 

  • Construct analytics to ensure quick turnaround times for full-service requests across major channels.
  • Manage offshore channel analytics, escalating to specialists for client calls as needed.
  • Support program expansion into Canada by handling increased volume of full-service analytics.
  • Collate data from multiple sources and perform data manipulation for program-related content.
  • Assist team members with updating and producing timely intellectual capital content. 
  • Distribute and discuss data-driven content across the organization, supporting program growth.
  • Respond to data requests and collaboration opportunities from other teams in a timely manner.
  • Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

 

Preferred Qualifications

  • 3+ years' work experience, ideally involving client interaction. 
  • Demonstrated record of academic and professional achievement. 
  • Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
  • Strong communication skills (written and oral).
  • Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
  • Ability to interact with colleagues at all levels.
  • Ability to create & articulate compelling, thoughtful and creative presentation materials. 
  • Accuracy and attention to detail is essential with strong analytical acumen. 
  • Strong technical skills, including a proficiency in PowerPoint, Excel and Word. 
  • High intellectual aptitude. 

About Company

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.​

Company

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans