Wealth Management’s Portfolio Solutions & Research Support (PSRS) team operates as a middle office function supporting research and investment processes for strategies managed by the Multi‑Asset Solutions team across fixed income, equity, alternatives, index strategies, and currency. PSRS ensures the accuracy of research inputs, investment decision making, and trade‑flow processes across front and middle‑office systems.
As a Portfolio Solutions & Research Support Associate on the Wealth Management team, you will oversee risk and control routines, business analysis, reporting, and strategic projects, partnering closely with Advisors, Portfolio Managers, Product Specialists, Compliance, Fund Administrators, and Technology. You will focus on automation of front office tools and processes that have been developed by Portfolio Managers, Risk and Trade Implementation Teams. The role requires a strong understanding of investment products, risk concepts, and investment terminology, along with technical skills to drive process automation.
Job responsibilities
• Execute daily trading operations efficiently, ensuring timely and accurate trade execution while collaborating with traders and team members to resolve discrepancies.
• Monitor and reconcile trading accounts to maintain accuracy, driving the development and implementation of process improvements for enhanced operational efficiency.
• Prepare and analyze trading reports for management review, actively participating in team meetings and contributing to strategic discussions.
• Assist in training and mentoring junior team members, fostering a collaborative and growth-oriented environment.
• Manage ad-hoc projects and tasks as assigned, demonstrating adaptability and a proactive approach to addressing emerging needs.
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
Scripting Languages (Python / SQL / MS Access).
Experience with intelligent automation tools (e.g., Alteryx, Xceptor, Signavio).
Data visualization experience (e.g., Tableau, Streamlit).
CFA candidate or relevant progress in professional investment certifications.
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
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