AWM, Portfolio Insights Analyst

The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection.

On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.

The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.

Specific Responsibilities



* Construct analytics to ensure quick turnaround times for full-service requests across major channels.


* Manage offshore channel analytics, escalating to specialists for client calls as needed.


* Support program expansion into Canada by handling increased volume of full-service analytics.


* Collate data from multiple sources and perform data manipulation for program-related content.


* Assist team members with updating and producing timely intellectual capital content.


* Distribute and discuss data-driven content across the organization, supporting program growth.


* Respond to data requests and collaboration opportunities from other teams in a timely manner.


* Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.

Preferred Qualifications


* 3+ years' work experience, ideally involving client interaction.


* Demonstrated record of academic and professional achievement.


* Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.


* Strong communication skills (written and oral).


* Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.


* Ability to interact with colleagues at all levels.


* Ability to create & articulate compelling, thoughtful and creative presentation materials.


* Accuracy and attention to detail is essential with strong analytical acumen.


* Strong technical skills, including a proficiency in PowerPoint, Excel and Word.


* High intellectual aptitude.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 emplo...