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Wealth Management, Managed Solutions - Analyst

J.P. Morgan

J.P. Morgan

IT, Accounting & Finance
Worcester, MA, USA
Posted on Monday, May 6, 2024

Job Description

At J.P. Morgan Private Bank, our advisors provide tailored solutions across investments, credit, banking, and Trust & Estates practices to help clients achieve their financial goals and manage their wealth. Based in Hong Kong and Singapore, our teams, guided by industry leaders, offer top-tier service to clients globally. We have a rich history of over 200 years, partnering with innovators and industry leaders to secure their legacies and fulfill their unique ambitions. As a Solutions Analyst, you'll collaborate with investment professionals to structure innovative investment ideas across all asset classes, conduct research, and assist with product development and portfolio construction.

Job Summary

As a Managed Solutions Analyst within our Private Banking teams, you will work with investment professionals dedicated to structuring creative and opportunistic investment ideas to meet clients’ portfolio objectives across all asset classes. You will be involved in conducting research and analysis, using our proprietary models, assisting with product development and portfolio construction. You will have the opportunity to build relationships and help develop innovative solutions in a fast-paced environment, making meaningful contributions to our business with customized wealth management solutions.

Job Responsibilities

  • Build relationships and help develop innovative solutions while working in a fast-paced environment
  • Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions
  • Work with a team of bankers, investment specialists, wealth advisors, and lending specialists
  • Learn about our business and our clients while building your own expertise

Required Qualifications, Capabilities and Skills

  • Exceptional interpersonal, communication, analytical and problem-solving skills
  • Excellent organizational skills and ability to multitask
  • Genuine interest in financial markets and macro-level economic trends
  • Desire to ultimately work with external clients in a relationship building and sales capacity
  • Ability to thrive in a fast-paced, collaborative environment
  • Highly inquisitive, focused and pro-active
  • Good judgment and discretion when working with confidential information
  • Available to start full-time employment from July 2024 onwards

Preferred Qualifications, Capabilities and Skills

  • Proficiency in English, Mandarin, both spoken and written preferred
  • CFA candidate preferred

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 1300 professionals spanning across 20 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.