J.P. Morgan Wealth Management- Analyst, Liquidity Specialist

Location: Chicago, IL, United States

Job Family: Product Specialist

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping clients achieve their financial goals through personalized advice and innovative solutions. As an Analyst, Liquidity Specialist in our Chicago office, you will play a vital role in supporting senior specialists as they guide financial advisors and leadership in optimizing liquidity for client portfolios. This position within the Product Specialist category offers an opportunity to immerse yourself in the dynamic world of wealth management, focusing on cash equivalents, money market instruments, and short-term investment strategies that ensure liquidity while managing risk in volatile markets. Your day-to-day responsibilities will include conducting in-depth analysis of liquidity products, such as J.P. Morgan's proprietary funds and treasury solutions, and collaborating with advisors to tailor recommendations that align with clients' short-term needs and long-term objectives. You will assist in preparing market insights, risk assessments, and educational resources to empower advisors, while ensuring all activities adhere to J.P. Morgan's rigorous compliance standards and regulatory frameworks. This role demands a proactive approach to monitoring economic indicators and liquidity trends, contributing to the firm's commitment to delivering superior client outcomes in a competitive financial services landscape. Joining J.P. Morgan Chase means becoming part of a global leader in finance with a strong emphasis on professional growth and innovation. In this analyst position, you will gain exposure to high-impact projects, work alongside industry experts, and develop expertise in liquidity management that can propel your career forward. We value diverse perspectives and foster an inclusive environment where your contributions directly influence client success and firm performance. If you are passionate about financial services and eager to support wealth creation through strategic liquidity solutions, this role in Chicago offers an exciting entry point to a rewarding career at J.P. Morgan.

Key Responsibilities

• Assist senior Liquidity Specialists in advising financial advisors on optimal liquidity strategies for client portfolios
• Conduct research and analysis on liquidity products, including market trends and risk assessments
• Support the development and presentation of educational materials for advisors and clients on cash management solutions
• Collaborate with leadership to ensure compliance with regulatory requirements and internal policies
• Monitor portfolio liquidity positions and provide recommendations to mitigate risks
• Participate in client meetings to explain liquidity options and their impact on overall wealth strategies
• Analyze performance data of liquidity investments and prepare reports for senior management
• Contribute to product innovation initiatives within J.P. Morgan Wealth Management
• Liaise with operations teams to facilitate seamless execution of liquidity transactions
• Stay updated on industry developments and integrate insights into advisory support

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• 1-2 years of experience in financial services, wealth management, or liquidity products
• Strong understanding of investment products, including money market funds, treasuries, and cash management solutions
• Excellent analytical and problem-solving skills with attention to detail
• Ability to collaborate effectively with cross-functional teams in a fast-paced environment
• Proficiency in Microsoft Office Suite, particularly Excel for financial modeling
• Commitment to ethical standards and regulatory compliance in the financial industry

Preferred Qualifications

• Series 7 and/or Series 63 licenses
• Experience working with high-net-worth clients or financial advisors at a major bank
• Knowledge of JPMorgan Chase's wealth management platforms and tools
• Advanced degree or certifications such as CFA Level 1
• Prior internship or role in liquidity management or fixed income products

Required Skills

• Financial analysis and modeling
• Knowledge of liquidity and cash management products
• Regulatory compliance awareness (e.g., SEC, FINRA)
• Data interpretation and reporting
• Client relationship management
• Communication (verbal and written)
• Team collaboration and interpersonal skills
• Problem-solving and critical thinking
• Proficiency in Excel and financial software
• Attention to detail
• Time management in high-pressure environments
• Adaptability to market changes
• Ethical decision-making
• Presentation skills
• Basic understanding of investment risk management

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to JPMorgan Chase's learning resources
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at Chicago office
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.