U.S. Private Bank – Investment Professional – Associate

Location: Dallas, TX, United States

Job Family: Client Advisory

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide, committed to helping clients achieve their ambitions through innovative banking, investment, and advisory solutions. The U.S. Private Bank, a cornerstone of our Consumer & Community Banking and Asset & Wealth Management divisions, serves high net worth individuals with personalized wealth management services. We are seeking an Investment Professional – Associate to join our dynamic Investor Desk team in Dallas, TX. In this role, you will play a pivotal part in advising ultra-high net worth clients on complex investment strategies, leveraging JPMorgan Chase's unparalleled resources and market expertise to drive superior outcomes. As an Associate on the Investor Desk, you will deliver comprehensive investment advisory services, including portfolio construction, asset allocation, and risk management tailored to each client's unique financial objectives and risk tolerance. You will collaborate closely with senior advisors, research analysts, and product specialists to monitor market trends, evaluate investment opportunities across equities, fixed income, alternatives, and sustainable investments, and execute timely recommendations. This position demands a deep understanding of the financial services landscape, with a focus on regulatory compliance and ethical standards that align with JPMorgan Chase's reputation for integrity and excellence. You will also contribute to client education, preparing insightful reports and facilitating discussions on economic outlooks and portfolio performance. The ideal candidate thrives in a collaborative, high-performance environment where innovation meets client-centric service. At JPMorgan Chase, you will have access to cutting-edge tools, global research capabilities, and a supportive culture that fosters professional growth. This role offers the opportunity to build lasting client relationships while advancing your career in one of the world's most prestigious private banking teams. If you are passionate about investments and dedicated to empowering high net worth clients, join us in Dallas to shape the future of wealth management.

Key Responsibilities

• Provide tailored investment advice and portfolio recommendations to high net worth clients in the U.S. Private Bank
• Collaborate with the Investor Desk team to develop and implement customized investment strategies aligned with client goals
• Conduct in-depth market analysis and research to identify opportunities in equities, fixed income, and alternative investments
• Monitor client portfolios, rebalance assets, and adjust strategies based on market conditions and client needs
• Build and maintain strong relationships with clients, ensuring exceptional service and proactive communication
• Partner with cross-functional teams including wealth planners, credit specialists, and product strategists at JPMorgan Chase
• Ensure all advisory activities comply with JPMorgan Chase's risk management policies and regulatory standards
• Prepare investment reports, performance reviews, and educational materials for client meetings
• Contribute to business development efforts by identifying opportunities to expand client relationships within the Private Bank
• Stay abreast of global economic trends and integrate insights into client advisory services

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3 years of experience in investment management, financial advisory, or wealth management within the financial services industry
• 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 of client relationship management with high net worth individuals
• Knowledge of regulatory requirements such as SEC, FINRA, and anti-money laundering (AML) compliance
• Ability to thrive in a fast-paced, client-focused environment at a leading global financial institution like JPMorgan Chase

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance) from an accredited institution
• Experience working with ultra-high net worth clients (net worth exceeding $10 million)
• CFA (Chartered Financial Analyst) designation or progress toward completion
• Prior experience at a bulge-bracket bank or private banking division
• Familiarity with JPMorgan Chase's proprietary investment platforms and tools

Required Skills

• Investment analysis and portfolio management
• Financial modeling and valuation techniques
• Client relationship management and communication
• Market research and economic forecasting
• Knowledge of investment products and asset classes
• Regulatory compliance and risk assessment
• Analytical thinking and problem-solving
• Attention to detail and accuracy in reporting
• Team collaboration and cross-functional partnership
• Presentation and public speaking skills
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Data interpretation and quantitative analysis
• Adaptability to dynamic market conditions
• Ethical decision-making in high-stakes environments
• Time management and prioritization under pressure

Benefits

• Competitive base salary with performance-based annual bonuses and incentives
• Comprehensive health, dental, and vision insurance plans for employees and families
• 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 access to JPMorgan Chase's internal training academy
• Wellness programs with gym memberships, mental health support, and employee assistance services
• Stock purchase plan allowing discounted shares in JPMorgan Chase & Co.
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.