PB CIO Global Market Research Analyst/Associate Role
Join the Chief Investment Office (CIO), an investment team of 50+ professionals overseeing more than $600 billion of JPMorgan Private Bank & Wealth Management client assets globally. Work closely with senior portfolio managers (PM), market research and quantitative analytics experts specializing in single- and multi asset class strategies to drive long-term client outcomes. This junior Multi-Asset PM role will be an integral member of the CIO Global Market Research team, with responsibility for global portfolios across distribution channels. They will support the team’s strategic initiatives, thought leadership as well as ongoing macro/market research agenda.
Job Responsibilities
- Support the end-to-end investment process to help drive timely and consistent implementation of investment views across portfolios globally.
- Monitor portfolio positioning and identify deviations from intended exposures.
- Partner with internal teams to support portfolio implementation and operational coordination.
- Identify opportunities to improve team processes and streamline workflows, including through the use of technology/AI techniques.
- Contribute to strategic initiatives, including new product offerings and investment capability development.
- Prepare research, presentations, and written commentary on macro or market developments and trends.
- Distill complex investment topics into clear and concise messages for both technical and non-technical audiences.
- Support portfolio-related communications and respond to ad hoc questions on investment views and positioning.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in economics, finance, or another analytical or quantitative field.
- Experience in investment management, financial services, or a related field.
- Knowledge of global markets, macroeconomic concepts, and multi-asset investing.
- Experience using market data and research tools (Bloomberg, FactSet, Haver Analytics, etc).
- Strong written and verbal communication skills.
- Strong analytical and problem-solving skills.
- Strong attention to detail and ability to manage multiple priorities.
- Ability to work effectively in a fast-paced environment.
- Ability to collaborate across a wide range of partners and stakeholders.
- High standards of professionalism and integrity in a fiduciary setting.
Preferred Qualifications, Capabilities, and Skills
- Advanced degree in a relevant field.
- Progress toward a Chartered Financial Analyst designation.
- Experience with coding or data analysis tools such as Python or R.
- Experience preparing presentations or investment communications for varied audiences.
- Familiarity with portfolio analytics or quantitative research methods.
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor’s degree in economics, finance, or another analytical or quantitative field
- Experience in investment management, financial services, or a related field
- Knowledge of global markets, macroeconomic concepts, and multi-asset investing
- Experience using market data and research tools such as Bloomberg, FactSet, or Haver Analytics
- Strong written and verbal communication skills
- Strong analytical and problem-solving skills
- Strong attention to detail and ability to manage multiple priorities
- Ability to work effectively in a fast-paced environment
- Ability to collaborate across a wide range of partners and stakeholders
- High standards of professionalism and integrity in a fiduciary setting
- Advanced degree in a relevant field
- Progress toward a Chartered Financial Analyst designation
- Experience with coding or data analysis tools such as Python or R
- Experience preparing presentations or investment communications for varied audiences
- Familiarity with portfolio analytics or quantitative research methods
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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