Private Bank, Endowments & Foundations Portfolio Management Team , Analyst/Associate
JPMorganChase
Job Description:
Join the Private Bank's E&F Team based in New York as an Analyst or Associate (depending on skill set + years of experience). The successful candidate will be a member of the Private Bank’s Endowments and Foundations Portfolio Management team. The team is responsible for managing global, multi-asset portfolios on a discretionary basis. Our clients are endowments, foundations, and large families who are seeking an institutional investment approach. The team performs original research to make strategic, tactical, and vehicle-level decisions across traditional and alternative asset classes. The team comprises individuals in New York, London, and Mumbai and is highly collaborative across regions and with other teams within the firm. With nearly $30 billion in assets under management, the team currently serves clients in the US, EMEA, and Latin America.
Job Responsibilities:
- Play a central role in trade planning, pre-trade and post-trade analysis, and performance analysis
- Create and maintain tools used in the portfolio management process
- Assist with investment research, working with the CIO and other PMs on the team
- Perform analysis of investment vehicles, portfolios, peer universes, and potential investments
- Produce materials that summarize positioning, outlook, and investment rationale
- Collaborate with global internal partners including client advisors, trade execution specialists, and 3rd party manager due diligence
Required qualifications, capabilities and skills:
- Bachelor’s degree; advanced degree and/or CFA charter holder a plus
- Fluency with data systems such as Excel, Python, Bloomberg, and FactSet
- Outstanding attention to detail, sense of urgency, and ability to work under time pressure
- Can-do attitude, strong organizational skills, ability to interact with peers and more senior people on this team and other internal partners
- Markets knowledge and passion to learn more
- Ability to thrive in a collaborative environment on a global team
- Strong analytical and communication skills
We 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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join the Private Bank’s Endowments and Foundations Portfolio Management team as an Analyst or Associate in NYC!