JPMorgan Chase
J.P. Morgan Wealth Management | Supervision Portfolio Oversight Manager | Chicago, IL, Jersey City, NJ , and/or Brooklyn, NY
$104K–$200K
Chicago, IL +2 · Manager · Full-time · Posted Oct 29, 2026
- Location
- Chicago, IL
Brooklyn, NY
Jersey City, NJ - Experience
- 5+ years; required focus is exception/outlier reviews.
- Education
- Bachelor’s Degree preferred; no required education stated.
About the job
Oversee advisory portfolio performance outliers by investigating account results, validating advisor explanations, and documenting and advancing supervisory decisions through closure.
What you'll do
- Identify and analyze portfolio performance outliers, connecting account, position, transaction, and risk outcomes to investment decisions and market context.
- Review advisor rationale, lead review discussions, and prepare evidence-based case narratives and committee materials.
- Track governance actions, maintain audit-ready records, and coordinate follow-up through completion.
What they ask for
- 5+ years in portfolio supervision/oversight, surveillance, risk, investment due diligence, or portfolio analytics focused primarily on exception/outlier reviews.
- Active Series 7 and Series 66 (or Series 63 and 65) licenses, or a CFA designation with ability to obtain required licenses within 120 days of hire.
- Working knowledge of investment strategies and portfolio construction across equities, fixed income, exchange-traded funds, mutual funds, and options.
- Proficiency in Microsoft Excel, PowerPoint, and Word; demonstrated portfolio analysis, advisor-rationale evaluation, and strong written and verbal communication skills.
Nice to have
- Bachelor’s Degree; FINRA Series 9/10, Series 24, and/or CFP certification.
- Experience with advisor-managed programs, governance materials, portfolio analytics tools, process enhancements, or retail brokerage and/or annuities.
Pay
USD 104,500.00-$195,000.00 base salary (Chicago, IL); USD 115,000.00-$200,000.00 base salary (Brooklyn, NY); USD 115,000.00-$200,000.00 base salary (Jersey City, NJ)
Tools
Microsoft Excel, PowerPoint, Word, BlackRock Aladdin Wealth, Morningstar Direct, Bloomberg
Model-written summary · the original posting is authoritative