AWM, Portfolio Insights Analyst

Location: Columbus, OH, United States

Job Family: Sales Support

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Asset & Wealth Management (AWM) division is at the forefront of delivering tailored investment solutions to high-net-worth individuals and institutions. We are seeking a Portfolio Insights Analyst to join our dynamic team in Columbus, OH. This role, within the Sales Support category, is ideal for an associate-level professional passionate about financial analysis and client success. Reporting to the Portfolio Insights team lead, you will play a key role in servicing clients and driving the continued growth of our insights program by providing actionable data and strategic recommendations. In this position, you will dive deep into portfolio analytics, leveraging JP Morgan's cutting-edge tools to evaluate performance, assess risks, and uncover opportunities for optimization. Your day-to-day will involve collaborating with wealth advisors to craft insightful reports, responding to client queries with precision, and contributing to the evolution of our program through innovative approaches to data interpretation. As part of a supportive team environment, you will ensure all insights align with regulatory standards and JP Morgan's commitment to ethical financial practices, ultimately enhancing client trust and portfolio outcomes in a competitive wealth management landscape. This role offers tremendous growth potential within JP Morgan Chase's expansive AWM network, where you can build expertise in global markets and advanced analytics. If you thrive in a fast-paced setting and are eager to make an impact on client portfolios, join us to help shape the future of wealth management. We value diverse perspectives and provide the resources to excel, from mentorship programs to access to industry-leading technology.

Key Responsibilities

• Conduct detailed portfolio analysis and generate insights to support client investment decisions
• Assist in preparing customized reports and presentations for wealth management clients
• Collaborate with portfolio managers to monitor performance metrics and identify growth opportunities
• Support client servicing by responding to inquiries and providing data-driven recommendations
• Analyze market trends and economic data to inform portfolio strategies within JP Morgan's AWM framework
• Contribute to the development and enhancement of the Portfolio Insights program for continued growth
• Ensure compliance with internal policies and regulatory standards in all analytical work
• Liaise with cross-functional teams to integrate insights into sales and advisory processes
• Maintain accurate records of portfolio data and client interactions in JP Morgan's systems

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• 2-4 years of experience in financial services, portfolio analysis, or client servicing within asset and wealth management
• Strong analytical skills with proficiency in financial modeling and data interpretation
• Knowledge of investment products, portfolio management principles, and regulatory requirements in the financial industry
• Excellent communication skills, both written and verbal, for client interactions
• Ability to work collaboratively in a team environment and manage multiple priorities

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) or relevant certifications such as CFA Level I or CFP
• Experience with JP Morgan Chase systems or similar enterprise financial platforms
• Prior exposure to high-net-worth client servicing in wealth management
• Familiarity with portfolio analytics tools and risk assessment methodologies

Required Skills

• Financial modeling and Excel proficiency
• Data analysis using tools like SQL or Python
• Portfolio performance evaluation
• Client relationship management
• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Strong organizational skills
• Effective verbal and written communication
• Knowledge of investment research methodologies
• Risk assessment and mitigation
• Team collaboration and adaptability
• Regulatory compliance awareness
• Presentation and reporting skills
• Market trend analysis
• Time management in fast-paced environments

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and hybrid options in Columbus, OH
• Access to JP Morgan's global learning resources and career mobility opportunities

JP Morgan Chase is an equal opportunity employer.