Asset Management - Client Analyst - Program Analyst jobs in United States
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JPMorganChase · 2 hours ago

Asset Management - Client Analyst - Program Analyst

position270 Park Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$100K/yr - $100K/yr

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Program Analyst within the Client Service and Business Platform, you will gain foundational knowledge of the client onboarding process and rotate through various teams to develop strategies that cater to client needs while assisting with client sales and retention.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assist with client sales and retention while gaining broad exposure to asset classes and investment professionals throughout the firm
Work with financial advisors and investment consultants to provide quantitative and qualitative analysis, conduct market research and assist in strategic planning to help clients meet their investment objectives
Develop relationships with clients including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors
Learn about asset allocation strategies and identifying investment capabilities across traditional and alternative strategies to meet our clients' investment objectives

Qualification

Quantitative skillsFinancial markets knowledgeSIESeries 7Series 63Communication skillsOrganizational skillsMultitaskingEnergyJudgmentPresentation skillsInitiative

Required

Excellent communication and presentation skills
Strong quantitative skills and a passion for investing
Exceptional organizational skills and ability to multitask
Strong initiative, energy and confidence
Genuine interest in financial markets, investing and macro-level economics
Good judgment and discretion working with highly confidential information
SIE, Series 7, Series 63

Preferred

Background in financial accounting, financial analysis or mathematics a plus

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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