Welcome to PWM Pathway's job description deep dive for summer and full-time analyst roles. In this post, we'll explore detailed descriptions of various positions at top private banks and wealth management firms. You'll find essential information, including salary ranges, qualification requirements, and key analyst responsibilities. All details have been directly sourced from the JPMorgan job directory, ensuring you have accurate and up-to-date insights. For more information, click here. 

JPMorgan Asset Management: Clients Program

Key Information: 

• Job Category: Summer & Full-Time Analysts
• Business Unit: Asset & Wealth Management
• Locations: New York, NY, United States
• Base Pay/Salary: $100,000.00-$110,000.00 (prorated for summer analysts)

Overview of the Role

In this position, you'll collaborate closely with senior business leaders at JPMorgan to craft strategies that align with the needs of their clients. Your work will involve teaming up with groups that manage and distribute investment solutions across a variety of asset classes, serving both institutions and financial intermediaries.

Program Highlights

The program begins in New York, where you'll receive both technical and practical training designed to ensure you can make an impact right from the start. Initially, you'll gain an understanding of JPMorgan's business operations before being placed with a team in one of the following areas: sales support, marketing, business management, strategy, or training.

Your Impact

Throughout the program, you will:

• Assist in client sales and retention efforts, gaining exposure to a wide range of asset classes and investment professionals within the firm.
• Collaborate with financial advisors and investment consultants to deliver quantitative and qualitative analysis, conduct market research, and contribute to strategic planning aimed at meeting clients' investment objectives.
• Build and nurture relationships with clients, including top-tier pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.
• Learn about asset allocation strategies and identify investment opportunities across both traditional and alternative strategies to meet client needs.

Team Preferences

When applying, please indicate your top two preferences for JPMorgan's Asset Management Client Teams:

• Funds Management: Focuses on distributing J.P. Morgan's investment products to broker-dealers, insurance companies, asset managers, banks, and registered investment advisors. This includes U.S. and international mutual funds, separate accounts, and alternative investments.
• Institutional Sales: Serves large, sophisticated clients such as pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.
• Marketing: Works with JPMorgan professionals to create and implement marketing strategies, produce and distribute content, research and analyze products, and support business development initiatives.

Key Skills:

• Strong communication and presentation abilities
• Advanced quantitative skills and a keen interest in investing
• Excellent organizational skills and the ability to multitask
• High energy, initiative, and confidence
• A background in financial accounting, financial analysis, or mathematics is advantageous
• A genuine interest in financial markets, investing, and macroeconomic trends
• Sound judgment and discretion in handling highly confidential information

Qualifications:

• Currently pursuing a Bachelor's or Master’s degree (No MBA)
• Enrolled at a college/university in the U.S.
• Authorized to work in the U.S. permanently (JPMorgan does not sponsor employment-based immigration for this program)

About JPMorgan

As one of the oldest financial institutions, JPMorgan Chase & Co. offers innovative solutions to millions of consumers, small businesses, and some of the world's leading corporate, institutional, and government clients. With a history spanning over 200 years, JPMorgan is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

J.P. Morgan Asset & Wealth Management delivers world-class investment management and private banking solutions. The Asset Management division provides strategies and expertise across a full spectrum of asset classes to individuals, advisors, and institutions through a global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more deliberate approach to their wealth, helping them define, focus, and realize their financial goals.