JPMorgan Chase
Wealth Management, Portfolio Construction Strategy, Analyst
$100K–$110K
New York, NY · Full-time · Posted Oct 28, 2026
- Experience
- 1–2 years; Series 7 and Series 63 may be obtained within 120 days of joining.
- Education
- Background in finance, economics, mathematics, statistics, or financial accounting.
About the job
Supports the Portfolio Construction Strategy team in developing portfolio guidance, embedding its methodologies into advisor tools, and helping advisors analyze and construct client portfolios.
What you'll do
- Develop and roll out portfolio construction content and strategic frameworks for advisors.
- Help incorporate portfolio methodologies into AI-powered tools and support complex client and prospect portfolio situations.
- Prepare advisor and leadership materials, coordinate stakeholders, and track cross-team workstreams.
What they ask for
- 1–2 years of experience in wealth management, asset management, investment strategy, portfolio management, or another financial markets–related role.
- Foundational understanding of taxes and their influence on portfolio decisions, including asset allocation and asset location.
- Strong written and verbal communication, analytical and quantitative skills, and proficiency with AI tools.
- Experience with portfolio analytics and data analysis tools (Excel, Python, or similar); Series 7 and Series 63, or willingness to obtain within 120 days of joining.
Nice to have
- CFA designation or CFA candidacy.
- Exposure to multi-asset investing, alternatives, tax-aware investing, or structured solutions.
Pay
USD 100,000.00-$110,000.00 base salary
Tools
Excel, Python, ConnectWealth, Portfolio Builder, Co-Pilot, Connect Coach
AI focus
Help embed portfolio construction methodologies into AI-powered advisor tools, working with research, risk, and technology partners to translate frameworks into scalable product features.
Model-written summary · the original posting is authoritative