Asset Wealth Management Strategy, Associate

JPMorgan Chase Bank, N.A.
New York, US
$109.3K-$115K a year
Full-time

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.

Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more.

Projects are typically team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth Management Strategy team, you will play a pivotal role in propelling key projects.

Your responsibilities will include conducting and managing detailed analyses, and creating comprehensive presentations related to strategic planning, business enhancement, and optimization.

You will also participate in various internal consulting initiatives. You will collaborate closely with senior team members in conducting analysis and research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors / market managers, and functional teams.

This role offers you the chance to formulate and present recommendations to senior leadership and engage in regular interactions with senior management. Job Responsibilities :

  • Develop the strategic priorities for the AWM line of business, serving as an objective thought partner to the C-Suite and other senior leaders
  • Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
  • structure and build quantitative and qualitative analyses
  • Analyze operational and financial data
  • Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
  • Support creation of CEO-level executive communications Required Qualifications, capabilities, and skills :
  • 3+ years in consulting with a top-tier management consulting firm or an internal consulting / corporate strategy team, or equivalent experience
  • Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
  • Strong client management and executive-level communication skills
  • Open, collaborative, team-oriented operating style
  • BA / BS required Preferred qualifications, capabilities, and skills :
  • Financial services background (and especially asset & wealth management) preferred, but not mandatory
  • Experience applying data analysis to solve business problems in fast-moving environment JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability / Veterans Base Pay / Salary New York,NY $109,250.00 - $115,000.00 / year

3 days ago
Related jobs
Goldman Sachs
New York, New York

Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and thei...

Promoted
The Goldman Sachs Group
Queens, New York

Required - understanding or asset management products (closed/open funds, traditional or alternatives), the wealth management investment platform (which includes investment advice, trust & estate planning, liquidity and lending), and wider operational platform/ecosystems. GOLDMAN SACHS ASSET &am...

Goldman Sachs
New York, New York

Asset & Wealth ManagementAssociate Quantitative Strategist in Wealth Management Strats. As a strategist on our Wealth Management Strats team, you will work closely with various teams including Goldman Sachs Private Bank, risk management, portfolio management and marketing, and fraud strategy. Our...

Promoted
The Goldman Sachs Group
Queens, New York

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in ...

Goldman Sachs
New York, New York

The Private Wealth Management (PWM) business provides end to end Investment Management services and advise across a full range of asset classes for High net worth individuals. Asset & Wealth Management Engineering . Our advisor-led wealth management businesses provide financial planning, investment ...

Morgan Stanley
New York, New York

We're seeking someone to join our team as an Associate to support assurance activities for Wealth Management. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is aplished by performing a...

Brookfield Asset Management
New York, New York

Facilitate communication/collaboration with Diligence Management, Marketing & Content, Client Relationship Management, Investor Relations, Legal, Compliance, Finance & Operations and the Investment Teams. The Associate will work closely with the infrastructure and renewable power & transition FMT le...

JPMorgan Chase & Co.
New York, New York

As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for. You will promote financial advisor engagement across various channels and promo...

JPMorgan Chase Bank, N.A.
New York, US

Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Must be Series 7/63 Registered Preferred Qualifications: * Preferably has experience in wealth management, asset management and/or development of 40 Act mutual funds. The division offers investme...

JPMorgan Chase & Co.
New York, New York

As a Summer Analyst within the Asset and Wealth Management Global Private Bank team, you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. We deliver highly customized and comprehensive s...