J.P. Morgan Advisors - Investment Associate - New York, NY

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Investment Associate to join our elite team of J.P. Morgan Advisors in New York, NY. This role is pivotal in supporting high net worth individuals and families as they navigate complex financial landscapes to build and preserve generational wealth. As part of a prestigious advisory group, you will contribute to crafting bespoke investment strategies that align with clients' unique goals, risk tolerances, and life objectives. Leveraging J.P. Morgan's unparalleled resources and global expertise, you will play a key role in delivering holistic wealth solutions, from portfolio optimization to integrated planning services. Your day-to-day responsibilities will involve conducting thorough financial analyses, monitoring portfolio performance against benchmarks, and collaborating with senior advisors to recommend adjustments based on market dynamics. You will also engage directly with clients to gather insights, present investment opportunities, and foster long-term trust. Compliance and precision are paramount; you will ensure all recommendations adhere to regulatory standards while utilizing J.P. Morgan's advanced tools for real-time data and scenario modeling. This position offers exposure to diverse asset classes, including equities, fixed income, alternatives, and sustainable investments, in one of the world's leading financial hubs. J.P. Morgan Chase & Co. is committed to fostering an inclusive environment where talented professionals like you can thrive. We provide robust training, career progression opportunities, and a supportive culture that values innovation and client-centricity. If you are passionate about wealth advisory and ready to make an impact at a firm renowned for its integrity and excellence, apply today to become part of our New York team.

Key Responsibilities

• Collaborate with J.P. Morgan Advisors to develop and implement customized investment strategies for high net worth clients
• Conduct in-depth financial analysis and portfolio reviews to optimize client wealth growth
• Assist in preparing client reports, presentations, and recommendations on asset allocation and risk management
• Support client onboarding processes, including KYC compliance and account setup in J.P. Morgan systems
• Monitor market trends and economic developments to provide timely insights and adjustments to portfolios
• Coordinate with internal teams for alternative investments, estate planning, and philanthropic advisory services
• Build and maintain strong client relationships, ensuring exceptional service and responsiveness
• Ensure all activities comply with SEC, FINRA, and J.P. Morgan's internal policies
• Participate in business development efforts to attract and retain high net worth clientele
• Mentor junior team members and contribute to team knowledge-sharing initiatives

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 2-3 years of experience in wealth management, investment advisory, or financial services
• Active Series 7 and Series 66 licenses (or ability to obtain within 120 days of hire)
• Strong understanding of investment products, portfolio management, and financial planning principles
• Excellent communication and interpersonal skills to interact with high net worth clients
• Proficiency in financial modeling and analysis tools
• Ability to maintain confidentiality and adhere to regulatory compliance standards

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from an accredited institution
• Experience working with ultra-high net worth individuals or family offices
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools
• CFA (Chartered Financial Analyst) designation or progress toward completion
• Bilingual proficiency in English and another language relevant to client base (e.g., Spanish, Mandarin)

Required Skills

• Financial analysis and modeling
• Portfolio management and asset allocation
• Client relationship management
• Regulatory compliance (SEC/FINRA)
• Investment research and market analysis
• Presentation and communication skills
• Problem-solving and critical thinking
• Attention to detail and organizational skills
• Proficiency in Microsoft Office Suite and financial software (e.g., Bloomberg, FactSet)
• Risk assessment and mitigation
• Team collaboration and leadership
• Time management in fast-paced environments
• Ethical decision-making
• Data interpretation and reporting
• Adaptability to evolving financial regulations

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and CFA support
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.