Wealth Management, Portfolio Construction Strategy, Analyst

New York, NY, United States

• Job Identification
• Job Category Analysts
• Business Unit Asset & Wealth Management
• Posting Date 10/28/2026, 01:54 PM
• Locations 270 Park Ave, New York, NY, 10017, US
• Job Schedule Full time

Portfolio construction sits at the heart of how J.P. Morgan delivers advice to clients, and the Office of Portfolio Construction (OPC) is the firm’s strategic engine behind it. We’re seeking an energetic, intellectually curious Analyst to join the Portfolio Construction Strategy team — the front-office arm of OPC — to help shape how advisors across the U.S. Private Bank and U.S. Wealth Management build, review, and refine client portfolios.

OPC is a major initiative for the business, with a mission to elevate portfolio construction as a core differentiator of the Private Bank and Wealth Management and equip advisors to build portfolios aligned to each client’s plan, grounded in our principles, and focused on after-tax outcomes. The group is focused on three pillars — establishing portfolio construction principles, tying strategy to portfolio action, and providing advisors with customized guidance they can scale — and operates across the Private Bank and U.S. Wealth Management, supporting 7,000+ advisors and more than $750B in investment assets.

Our north star is embedding our advice and methodologies into the AI-powered tools (Connect Wealth and Portfolio Builder) that scale portfolio advice across every advisor.

You’ll work alongside senior Strategists and partner closely with Global Investment Strategy, Investments Research, Managed Investments, Due Diligence, and regional Investments & Advice leaders — gaining a broad, cross-asset view of how portfolios actually get built through an after-tax lens at one of the world’s leading wealth managers.

The Portfolio Construction Strategy team is the advisor-facing engine of OPC. We own the firm’s portfolio construction philosophy, drive the content and education that bring it to life, and partner with every region and channel across the Private Bank and U.S. Wealth Management to drive adoption. Working with a product-agnostic lens — across public and private assets, taxable and tax-exempt portfolios, and discretionary, advisory and brokerage accounts — we help advisors answer the questions that matter most for client portfolios: how to build a strategic asset allocation, how to deliver on client preferences such as high income or concentrated-equity diversification, how to size high-conviction ideas alongside a core portfolio, and how to drive tax-efficiency across the whole portfolio.

As an Analyst on the Portfolio Construction Strategy team, you’ll work under the guidance of senior Portfolio Construction and Tax-Aware Strategists and the US Head of Portfolio Construction Strategy. You’ll start by supporting the team’s core work streams and, over time, aim to grow into a Portfolio Construction Strategist in your own right. In this role, you will:

• Support the development and rollout of our flagship Portfolio Construction content — including the Portfolio Construction Philosophy, Portfolio Construction Themes decks, Implementation Guide, sizing guidance primers, 1-pagers, and portfolio checklists — ensuring every piece is accurate, consistent, and on-message with our views.
• Partner on strategic initiatives such as the Expanded/Custom Strategic Asset Allocation framework, Portfolio Templates, and Framework for Taxes in Portfolio Construction — from design through advisor rollout.
• Help embed OPC methodologies into AI-powered advisor tools (Connect Wealth, Portfolio Builder, Co-Pilot, Connect Coach), working with Research, Risk, and technology partners to translate our frameworks into…