Asset Management - US Equity Portfolio Management Program Analyst

At J.P. Morgan Asset Management, we provide equity solutions to many of the world’s largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum.

Role Summary:

As a US Equities Portfolio Program Analyst you will primarily support senior portfolio managers on the analysis and execution of US Equity Investment strategies. This position presents a unique opportunity to learn about the portfolio management process by assisting in the daily implementation of a portfolio strategy. The role provides the analyst/associate with exposure to JP Morgan Asset Management’s products and investment professionals within US Equity.

Job Responsibilities:

• Portfolio Implementation - Develop an understanding of the investment process with the objective of assisting the portfolio manager in implementing buy/sell decisions by sending down orders in equities, futures, and treasuries, monitoring cash flows amongst various accounts, communicating with trading teams, and monitoring futures hedging, etc.
• Portfolio Monitoring – Keeping abreast of portfolio positioning, market news, and trades, analyzing/reconciling position discrepancies, monitoring account guidelines and restrictions, investment performance reviews; etc.
• Ad-hoc projects - Working with various individuals and groups on projects related to portfolio management, including research initiatives, stock fundamentals and valuation, complex account transitions, transaction cost analysis, etc.

Required Qualifications, Capabilities And Skills:

• Undergraduate degree with a degree in Business, Finance or equivalent
• 1-2+ years of relevant experience
• Strong understanding of JP Morgan Asset Management’s products and services
• Strong understanding of financial services industry
• Market data services knowledge 
• Strong analytical skills, high aptitude for numbers
• Ability to identify trends though numerical analysis

Preferred Qualifications, Capabilities And Skills:

• Familiarity with Bloomberg is helpful.
• Coding experience with VBA preferred. 

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 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