Wealth Management, Equity Portfolio Specialist, Associate
J.P. Morgan
Are you curious about equity portfolio management, stock selection and investment strategies? We're looking for energetic, creative talent to join our team of experts to deliver differentiated insights on discretionary equity portfolios for our Private Bank clients.
The Investment Solutions business (a) develops strategic market views; (b) analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; (c) markets investment ideas to advisors and clients.
You'll collaborate with Portfolio Managers, Strategists and Due Diligence professionals to develop an expert understanding of single-stock equity strategies and the underlying stock stories that drive portfolio outcomes. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights and identify timely investment opportunities for private bank clients.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage your skills.
Our Team
The Equity Managed Solutions Specialist Team provides comprehensive coverage of our discretionary equity portfolios offered on our platform for Private Bank clients, including single-stock SMAs, Core and Advisory portfolios, and mutual funds (JPM and 3rd party where offered). With a product-agnostic lens, we partner with each region and channel (in USPB, IPB, and U.S. Wealth Management) to understand their priorities and to drive and retain assets across managed equity strategies spanning all themes, styles, geographies and sectors.
Job Responsibilities
You’ll gain knowledge and insight into the strategies and products our advisors implement. You'll:
- Work under the guidance of mentors and a supportive team to help you learn and grow
- Come up with innovative ideas to help our business
- Take on assignments that directly impact our clients, helping them achieve their business goals
- Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
- Sharpen your technical skills, and finance and accounting principles
You'll be a member of the Equity Portfolio Specialist team, where you'll work with senior members to identify and deliver an array of equity solutions to support our clients’ needs. The role emphasizes:
- Speaking regularly with Portfolio Managers to gain insight into portfolio positioning, investment theses and decision-making
- Presenting effectively the portfolio’s thinking and clearly articulating differences across strategies (style, factor, sector, geography, concentration, risk)
- Sharing unique insights and statistics on portfolios, including performance drivers and attribution, factor and style exposures, risk and drawdown metrics, contributors/detractors, valuation and quality indicators, turnover and concentration
- Preparing advisor- and client-facing materials that translate complex stock stories into clear, actionable narratives
- Monitoring earnings and catalysts that impact underlying holdings and portfolio profiles
- Partnering with Due Diligence and governance teams on ongoing coverage of managers and strategies
Required Skills, Qualifications and Capabilities
If you're highly motivated and enjoy working in teams to develop and execute solutions, this is the role for you. Key skills include:
- Series 7 and Series 63 designations; if not, licenses required within 120 days in the role
- Excellent communication and presentation skills
- Strong quantitative skills and a passion for equity investing
- Exceptional organizational skills and ability to multitask
- High standards of service, including strong initiative, energy and confidence
- Genuine interest in financial markets, investing and macro-level economics
- Good judgment and discretion working with highly confidential information
- Authorization to work permanently in the U.S.
- Background in financial accounting, financial analysis or mathematics a plus
- Experience with tableau, python, or other data platforms a plus
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 our Wealth Management division as an Equity Portfolio Specialist