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AWM, Portfolio Insights Analyst
Job in
New York City, Richmond County, New York, USA
Listed on 2026-01-06
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Category:
Sales Support
Job Schedule:
Full time
Posted Date: T14:04:58+00:00
Job Shift:
Base Pay/Salary:
New York,NY $-$ Columbus,OH $-$
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.
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