JPMorgan Chase
Wealth Management Solutions, Research Analyst - Associate
$150K–$165K
New York, NY · Full-time · Posted Aug 27, 2026
- Experience
- Minimum 2 years of work experience; preferably in an investment-related role.
- Education
- Bachelor’s degree.
About the job
Conduct global equity research and support portfolio implementation and management for endowments, foundations, and institutional-minded family offices.
What you'll do
- Conduct original investment research and generate ideas across global equities; present findings and portfolio updates.
- Support equity portfolio implementation, including third-party fund due diligence, and maintain research and market-monitoring tools.
- Assist with trade planning, pre- and post-trade analysis, performance analysis, and collaboration with internal and external partners.
What they ask for
- Bachelor’s degree.
- Minimum 2 years of work experience, preferably in an investment-related role.
- Strong proficiency in Excel and PowerPoint; experience with Bloomberg, FactSet, and/or similar platforms.
- Strong analytical and critical thinking skills; strong communication and attention to detail; understanding of financial fundamentals, risk management, and multi-asset portfolio management concepts.
Nice to have
- Prior experience in an investing role.
- Advanced degree and/or CFA charterholder or progress toward the CFA.
Pay
USD 150,000.00 - USD 165,000.00 base salary
Tools
Excel, PowerPoint, Bloomberg, FactSet
Model-written summary · the original posting is authoritative