U.S. Private Bank - Associate - Investment Professional

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

J.P. Morgan Private Bank is seeking a talented Associate - Investment Professional to join our dynamic Investor Desk team in New York, NY. This role offers an exciting opportunity to support the financial advisement of high net worth and ultra-high net worth clients, delivering personalized investment strategies that align with their unique objectives. As a key member of the Client Advisory team, you will work closely with seasoned advisors to provide expert insights on global markets, portfolio construction, and risk management, leveraging J.P. Morgan's unparalleled resources and research capabilities. In this position, you will contribute to building lasting client relationships while navigating the complexities of the financial services industry in one of the world's leading private banking institutions. Your primary responsibilities will include conducting thorough investment analysis, recommending diversified portfolios across asset classes such as equities, fixed income, alternatives, and sustainable investments, and monitoring performance to ensure alignment with client goals. You will collaborate with internal experts to execute trades, prepare insightful reports, and participate in client meetings, all while adhering to the highest standards of compliance and fiduciary duty. This role demands a proactive approach to staying ahead of market trends, regulatory changes, and innovative investment solutions, enabling you to drive value for clients and the firm alike. At J.P. Morgan Chase, we foster a culture of excellence, innovation, and inclusion, providing Associates with the tools and support needed to excel. Joining our U.S. Private Bank means becoming part of a global network dedicated to empowering clients' financial success. If you are passionate about wealth management and ready to make an impact in a prestigious environment, this position offers unparalleled professional growth and the chance to shape the future of private banking.

Key Responsibilities

• Provide tailored investment advice and portfolio recommendations to high net worth clients in collaboration with J.P. Morgan Private Bank advisors
• Conduct in-depth market research and analysis to identify investment opportunities aligned with client goals and risk tolerances
• Develop and implement customized investment strategies, including asset allocation and diversification across global markets
• Monitor client portfolios, execute trades, and adjust strategies based on economic trends and performance metrics
• Collaborate with cross-functional teams, including portfolio managers and research analysts, to deliver comprehensive advisory services
• Prepare detailed investment reports, presentations, and performance reviews for client meetings
• Ensure compliance with regulatory requirements, internal policies, and fiduciary standards in all advisory activities
• Build and maintain strong client relationships to support retention and acquisition of UHNW clients
• Stay abreast of industry developments, regulatory changes, and J.P. Morgan's investment research to enhance advisory capabilities
• Contribute to the Investor Desk's thought leadership by participating in client seminars and educational initiatives

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3-5 years of experience in investment management, wealth advisory, or financial services
• Active Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Strong understanding of investment products including equities, fixed income, alternatives, and portfolio construction
• Proven track record in client relationship management within high net worth environments
• Excellent analytical skills with proficiency in financial modeling and market analysis
• Ability to thrive in a fast-paced, high-stakes environment at a leading global financial institution

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high net worth clients (UHNW) in private banking
• Knowledge of JP Morgan Chase's proprietary investment platforms and tools
• Prior role in a top-tier investment bank or private wealth management firm
• Fluency in additional languages to support diverse client bases

Required Skills

• Investment analysis and portfolio management
• Financial modeling and valuation techniques
• Market research and economic forecasting
• Client relationship management
• Risk assessment and mitigation
• Regulatory compliance (FINRA, SEC)
• Proficiency in Bloomberg, FactSet, or similar financial software
• Excel and data visualization tools (e.g., Tableau)
• Strong communication and presentation skills
• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Team collaboration and leadership
• Adaptability to market volatility
• Ethical decision-making in fiduciary roles
• Knowledge of alternative investments and ESG factors

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 leave, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Hybrid work flexibility and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.